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Chartered Federal Employee Benefits Consultant (ChFEBC)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization Snow Federal Seminars & ChFEBC LLC
Qualification and Training Requirements
Prerequisites

Candidates must:

  • have three years of financial services experience; 
  • hold a state insurance license; and
  • hold one of the following:
    • Series 6
    • Series 7
    • Series 24
    • Series 66
    • Registered Investment Advisor
    • Investment Advisor Representative

Or must:

  • have three years of financial services experiences and 
  • hold one of the following:
    • Chartered Financial Consultant (ChFC)
    • Chartered Life Underwriter (CLU)
    • Chartered Financial Analyst (CFA)
    • Certified Financial Planner (CFP)
    • Master’s Degree in Business, Finance or Economics
    • Attorney's License (JD)
    • Certified Public Accountant (CPA)
  • Accredited Investment Fiduciary (AIF)
Designation Training Requirements

Online or in-person training courses
Designation Exam Type

Proctored, final designation exam, online or in-person
Continuing Education Requirements

Annual renewal exam with self-study program
Verification and Complaints
Online Designation Resource

Online at ChFEBC Directory
Investor Complaint Process

Submitted via email to [email protected] or via mail to Snow Federal Retirement Seminars, PO Box 1567, Elizabeth, CO 80107
Published List of Disciplined Designees

None