[1] Charter holders use the designation ChFC on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.
The authority to use the ChFC mark is granted by the Certification Committee of the Board of Trustees of The American College, and is contingent on adherence to a set of ethical guidelines.
[3] Successful completion of the ChFC qualifies designees to register as an Investment Adviser Representative (IAR) with FINRA without sitting for the Series 65 examination.
[5] To maintain the designation, holders must complete 30 hours of continuing education every two years and adhere to The American College Code of Ethics and Procedures.
[6] Those with a college degree who have passed the ChFC program may apply for the CWM Chartered Wealth Manager credential which is conferred from a TUV Accredited and ISO Certified 29990 certification body.