CHEA | FINRA.org Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Home Equity Advisor (CHEA)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization National Association of Insurance and Financial Advisors (NAIFA)
Qualification and Training Requirements
Prerequisites

Candidates must be NAIFA members and be actively engaged in a profession related to financial services, insurance, mortgage lending, retirement planning, wealth management, or a related advisory field.

Designation Training Requirements

Training program offered via online, in-person or hybrid instruction 

Designation Exam Type

Closed book, proctored final exam offered online or in-person 

Continuing Education Requirements

1 hour annually

Verification and Complaints
Online Designation Resource

Online at Find a Financial Professional

Investor Complaint Process

Submit complaints in writing to:
CHEA Certification Commission, c/o Executive Director
1000 Wilson Blvd, Suite 1890
Arlington, VA 22209

Published List of Disciplined Designees

None