ChFC. A financial planning designation for the insurance industry awarded by...
An individual who has completed a program of economics, taxes, insurance, and investing. see also Registered Investment Advisor, Chartered Financial Analyst, Certified Public Accountant
professional designation of The American College that is earned by passing 10 examinations. The examinations include insurance, investments, taxation, employee benefits estate planning, accounting and management. Also see The American College Home Page.
Chartered Financial Consultant is the title given to those who have attended and completed a four-year program that equips them with knowledge involving investing, taxes, real estate, insurance and economics. A Chartered Financial Consultant also goes by the acronym ChFC.
A professional designation conferred upon an individual by the American College as a result of the successful completion of financial courses. This designation indicates that the individual has a broad and in-depth knowledge of the financial planning process as well as the various financial products available in the marketplace. ChFC candidates must pass a national exam in insurance, investment, taxation, employee benefits plans, estate planning, accounting and management.
Offered through the American College @ www.amercoll.edu. The ChFC program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement and monitor a comprehensive plan to achieve those goals.
Awarded by the American College of Bryn Mawr, Pennsylvania, it is a designation that denotes an individual has passed a four-year program that consists of examinations covering investments, insurance, taxation, economics, finance and other related areas.
A designation granted by the American College (Bryn Mawr, PA) to individuals who pass a series of written examinations on topics related to financial services, taxation, economics, and estate planning.
An individual who has attained a high degree of technical competency in the fields of financial planning, investments, and life and health insurance and has passed ten professional examinations administered by The American College.
A professional designation (achieved by passing a series of examinations) demonstrating the successful completion of financial courses involving insurance, investments, taxation, accounting, estate planning, and more. The ChFC designation indicates a knowledge of financial planning, as well as the features, benefits and uses of various insurance and financial products.
A professional financial planning designation granted by The American College (Bryn Mawr, PA) to individuals who complete a comprehensive curriculum in financial planning. Prerequisites include passing a series of written examinations, meeting specified experience requirements and maintaining ethical standards. The curriculum encompasses wealth accumulation, risk management, income taxation, planning for retirement needs, investments, estate and succession planning.
Designation issued indicating completion of a program in financial, estate, and tax planning, in addition to investment management.
Financial planning designation given to qualifying planners by the American College, Bryn Mawr, Pa.