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Chartered Special Needs Consultant (ChSNC)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Issuing Organization The American College of Financial Services
Qualification and Training Requirements

Candidates must have a high school diploma or the equivalent and either:

  • at least five years of professional experience in financial services or the practice of law (with a focus on income tax and/or estate planning); or
  • four years of relevant professional financial services experience and an undergraduate degree from a regionally accredited institution.
Designation Training Requirements

Three online, self-study courses

Designation Exam Type

Closed-book, proctored final course exams

Continuing Education Requirements

30 hours every two years, including one hour of ethics CE

Verification and Complaints
Online Designation Resource

Online at

Investor Complaint Process

Submit complaints via email to [email protected]

Published List of Disciplined Designees