Skip to main content

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

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 Training Requirements

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.)

Designation Training Requirements

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

Designation Exam Type

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

Continuing Education Requirements

10 hours every two years

Verification and Complaints
Online Designation Resource

Online at ChFEBC Directory

Investor Complaint Process

Online at ChFEBC Compliance

Published List of Disciplined Designees