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Chartered Financial Consultant (ChFC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization The American College
Qualification and Training Requirements
Prerequisites Three years of full-time business experience within the five years preceding the awarding of the designation
Designation Training Requirements Seven core and two elective courses, equivalent of 27 semester credit hours
Designation Exam Type Final closed-book, proctored exam for each course
Continuing Education Requirements 30 CE credits every two years
Verification and Complaints
Online Designation Resource Available at
Investor Complaint Process Online at Submit a Customer/Consumer Complaint
Published List of Disciplined Designees None