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Chartered Federal Employee Benefits Consultant (ChFEBC)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Federal Seminars & ChFEBC, Inc.
Qualification and Educational Requirements
Prerequisites

Candidate must meet the following requirements:

  • Three years of financial services experience
  • Hold one of the following:
    • Series 6
    • Series 7
    • Series 24
    • Series 66
    • Registered Investment Advisor
    • Investment Advisor Representative

Hold one of the following:

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Masters Degree in Business, Finance or Economics
  • Attorney's License (JD)
  • Certified Public Accountant (CPA)

(Applicants may qualify through other means, determined by the issuing organization.)

Education Requirements

16 modules (self study or two-day classroom course)

Examination Type

Designation exam: two-hour exam (proctored, closed book)

Continuing Education Requirements

10 hours every two years

Verification, Complaints and Accreditation
Check Designation Status Online

Online at ChFEBC Directory

Investor Complaint Process

Online at ChFEBC Compliance

Published List of Disciplined Designees

None

Accredited By

None