chartered financial consultant


Also found in: Acronyms.

Chartered Financial Consultant

A professional certificate offered through the American College in Pennsylvania. The certification qualifies one to consult on financial matters, especially for individuals and small businesses. In order to qualify for a ChFC, one must have worked a certain number of years in the financial industry and complete eight to nine courses in income tax, insurance, employee benefits, investment, and estate planning, among others. The certification itself is awarded after an exam. See also: Certified financial planner.

chartered financial consultant (ChFC)

A professional financial planner who has completed a series of courses and examinations in subject areas such as economics, insurance, real estate, and tax shelters. The designation is awarded by the American College in Bryn Mawr, PA. Compare certified financial planner.
References in periodicals archive ?
* The Chartered Financial Consultant credential was introduced in 1982 to provide education for advanced financial planners.
Twedt, CLU of Northwestern Mutual Financial Network, received his Chartered Financial Consultant (ChFC) designation from the American College.
He had previously earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.
Udell advises prospective buy-sell plan customers to seek professionals with either a Chartered life Underwriter (CLU) or Chartered Financial Consultant (CFC) designation.
As a CPA and chartered financial consultant (ChFC), I have been working exclusively in financial planning and related services for several years.
Chartered Financial Consultant from The American College in Bryn Mawr, Pa.; Personal Financial Specialist from American Institute of Certified Public Accountants; Chartered Financial Analyst from Association for Investment Management and Research; Certified Investment Management Consultant from Institute for Certified Investment Management Consultants; Certified Public Accountant from American Institute of Certified Public Accountants; Chartered Life Underwriter from The American College; Accredited Tax Advisor from Accreditation Council for Accountancy and Taxation; Registered Financial Consultant from International Association of Registered Financial Consultants; and Enrolled Agent from the IRS.
This book is used by The American College in its retirement planning course, which is one of the requirements for obtaining the Chartered Life Underwriter (CLU) or Chartered Financial Consultant (ChFC) designations.
After all, I had earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant and the degrees of Master of Science in Financial Services and Master of Science in Management, credentials that were significantly better than most potential competitors.
Those others are: Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst, and the NASD Series 65, Series 66 and Series 7 exams.
Coulliette is a CFP (College of Financial Planning), CLU (Chartered Life Underwriter), and ChFC (Chartered Financial Consultant).
Personal financial advisors may pursue a Certified Financial Planner or Chartered Financial Consultant designation.
Dahlquist, who has earned the professional designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College, always starts with his clients' points of view in mind; he does not promote particular products.

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