Donec rutrum congue leo eget malesuada. The school has offered this credential since 1982 and is, at time of writing, the only institution which does so. View all courses to learn more. Company management and operations in positions involving substantial responsibility. But he also knew that the ChFC® would be valuable to him. Designed for immediate, real-world application, the financial planning strategies taught in the eight-course ChFC® designation program prepare you as a financial consultant to advise a full range of potential clients on a diverse set of subjects. That meant earning financial designations. Eligible to apply for IBF Advanced (Level 3) upon passing ChFC01/DPFP01 to ChFC09, leading to the award of ChFC®/S under licence from The American College of Financial Services, subject to experience requirement. Three years of full-time business experience is required for all Huebner School designations. The American College of Financial Services offers exams for candidates pursuing certification in the Financial Consulting and Insurance industries. Through a college-level curriculum focused on practical application and case studies, you’ll gain expertise in the long-standing fundamentals of the field and in today’s most in-demand specialized financial consultant services. A Chartered Financial Consultant completes a course that covers financial education and practical experience. The course provides an overview of the various elements of financial planning, including transfer tax planning, retirement planning, income tax planning, and planning for blended families. 2017 - 2019. Enroll now for instant access to your digital textbook, syllabus and other learning resources. And field leaders are 59% more likely to hold a ChFC® or CLU® designation. Financial institution management and operations in positions involving substantial responsibility. For example, the 2021 annual recertification fee will be due by … After this date, HS 314 and HS 319 will no longer be offered. If you enrolled prior to July 1, 2018 and wish to complete the ChFC® program with HS 314 and HS 319, you must complete these two courses prior to Dec. 31, 2019. In addition, the course also covers behavioral finance and transitioning a closely-held business. See the Student Resources and Policies page for comprehensive details on refund policies, learning policies, recertification information, and more. Enhanced Online Learning: Webinar Classes Available. *The course HS 347 is replacing HS 314 and HS 319 on Dec. 31, 2019. Learn from expert faculty who know the CFP Board Exam inside and out. The purpose of Keir’s supplemental ChFC study materials is to simply aid in the learning process. “Ensuring and encouraging the highest … * Indicates courses available under the Personal Pathway™ learning model as of June 4, 2020 All CFP ® courses are available through a variety of study options, including classic self-study and enhanced webinar courses. Client service and related management, including direct contact with clients, supervision and management of persons involved directly in the process of providing financial services or employee benefits, or staff support of persons in these activities. In fact, the ChFC® course, Contemporary Applications in Financial Planning (HS 347), provides CE credits for CFP® professionals. In your ChFC® courses, you’ll get access to our new Personal Pathway™ learning model, a flexible, yet structured learning environment that puts you in control. Follow a structured path or work at your own pace — all while keeping up with your life and job responsibilities. Read more about Personal Pathway™ and our Frequently Asked Questions. The American College of Financial Services is one of the nation's top providers of CFP ® certification education. Shaffer SIDNEY – Andrew Shaffer, a State Farm agent, has earned the Chartered Financial Consultant professional designation from The American College of … CFP® and ChFC® Education Program Director, Larry R. Pike Chair for Insurance and Investments, Assistant Professor of Financial Planning, Director for the Granum Center for Financial Security, Frank M. Engle Distinguished Chair in Economic Security, Co-Director of the New York Life Center for Retirement Income, Clark/Bardes Endowed Chair in Retirement Planning and Non-Qualified Deferred Compensation, Adjunct Professor of Taxation and Special Needs Planning, Director of the MassMutual Center for Special Needs, Assistant Vice President and Director of Regulatory Compliance, Adjunct Professor of Leadership and Practice Management, Monday 5:00pm - 7:00pm EST, Monday 11:00am - 1:00pm EST, Tuesday 11:00am - 1:00pm EST, Tuesday 5:00pm - 7:00pm EST, Blended Families: The Modern Need for Modern Financial Advisors, How to Properly Approach Conversations About Risk, The American College Granum Center For Financial Security, Find the designation or degree that's right for you, Course delivery methods offered by The College include the new Personal Pathway™, Scheduling and sitting for your examinations, Academic records and professional recertification, Tuition, fees and scholarship opportunities, Meet The College's expert faculty members, Learn more about The College's leadership and board members, Meet the next generation of financial planners. Case Analysis, Student will submit a Comprehensive Financial Plan to a grading instructor, Self-study course with no webinar component. The College for Financial Planning ® — a Kaplan Company is a review course provider for the CFP ® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course or receive financial remuneration from review course providers. It’s awarded by the American College of Financial Services in Bryn Mawr, Pennsylvania. No, currently HS 347 carries the same testing window as any other HS-level course at The American College of Financial Services. Among the designations he’s earned is the Chartered Financial Consultant® (ChFC®). Our financial planning and insurance courses produce measurable results. Upon completion of this course, the student will be able to: Demonstrate an understanding of and apply the steps of the financial planning process, Differentiate between various communication techniques used by advisors and understand how behavioral finance concepts can be used to improve client-advisor communications, Utilize the various financial planning approaches to quantify goals and provide actionable recommendations, Review personal financial statements, calculate financial ratios, and perform financial statement analysis, Build a foundation in quantitative techniques needed to calculate the present value and future value amounts, and solve for other relevant financial variables, Apply education planning and funding techniques to help clients achieve their goals, Build a foundation in basic economic concepts and understand how external factors may impact the financial planning process, Review and apply the ethics of personal financial planning within CFP Board, American College, and SEC frameworks, Demonstrate an understanding of the basic concepts and principles of risk management, Compare and contrast the different health insurance options available to clients in the individual and group marketplaces, Differentiate among the various types of life insurance, including term and permanent insurance, Discuss principles of disability income insurance and its place in insurance planning, Discuss the principles of long-term care insurance and its place in insurance planning, Demonstrate an understanding of the different types and proper use of annuities in insurance planning, Identify the sources and uses of homeowners, property, and liability insurance for both personal and business uses, Identify the sources of identity theft, review a consumers credit report, and utilize debt management techniques, Demonstrate an understanding of social insurance programs such as the Social Security benefits system, Demonstrate an understanding of the fundamental principles and concepts of federal income taxation, Compare and contrast the taxation of income generated from personal and investment activities, Explain the taxation of income and expenses generated from employment and profit-motivated activities, Understand and apply the fundamentals of deductions against adjusted gross income with emphasis on itemized deductions, Identify different types of tax credits and compare and contrast tax credits with tax deductions, Demonstrate an understanding of how basis is determined for purposes of determining taxable gains and losses, and also explain the purpose of cost recovery through various depreciation methods, Identify the tax advantages that certain types of business assets receive when compared to assets used for nonbusiness purposes, Explain how provisions in the tax code allow for tax avoidance and tax deferral through certain property exchanges, Explain the complexities of the passive activity loss rules along with the purpose of the alternative minimum tax system, Compare and contrast the tax consequences of distributions from business entities, such as partnerships, S corporations, and C corporations, to their respective owners, Analyze the factors affecting retirement planning, such as determining the remaining work life expectancy, retirement life expectancy, annual savings needed, and understanding investment considerations, Understand the fundamental principles of qualified plans, Compare and contrast the various types of qualified pension plans and determine which is the most appropriate given the needs and goals of an employer, Compare and contrast profit sharing plans, stock bonus plans, and ESOPs along with the advantages and limitations of each, Understand the tax treatment of distributions from qualified plans, Describe the steps involved to install a qualified plan, requirements needed to administer a plan, and what events would call for the termination of a plan, Discuss the advantages, limitations, and taxation of IRAs and SEPs, Compare and contrast SIMPLE, 403(b), and 457 retirement plans along with the advantages and limitations of each, Discuss the taxation of nonqualified plans and compare and contrast Social Security claiming strategies given the impact of taxation and other limitations that may apply, Compare and contrast employee fringe and group benefits along with the advantages and limitations of each, Understand the institutional framework surrounding investments, categorize investments by asset class, and evaluate the impact of taxation, Measure investment returns using various methodologies and quantify risk within a statistical framework, Apply the modern portfolio theory framework to the task of assembling portfolios and evaluating their performance, Evaluate portfolio performance using attribution and ratio analysis, and identify cognitive and emotional biases exhibited by investors along with their consequences, Understand how fixed income securities function and explain their role in structuring a well-diversified investment portfolio, Compare and contrast the various types of equity securities and the different ways to invest in these securities, Evaluate the factors that can affect the performance expectations of equity securities, Identify the features of valuing securities using absolute and relative valuation models, and identify different types of alternative investments, including the risks and benefits associated with this asset class, Identify the features of investment companies and evaluate fund selection techniques, Compare and contrast the features of derivative securities including forwards, futures, and options contracts, Identify the steps in the estate planning and probate processes, Identify and describe the basic estate planning documents along with the advantages and limitations of each, Compare and contrast the most common types of property titling along with the advantages and limitations of each, Understand and apply the fundaments of the gift tax system and respective planning strategies, Identify and classify different trust arrangements and explain the advantages and limitations of each, Compare and contrast advanced strategies that can be used either during the life or upon death of the client, Understand and apply the fundamentals of the generation-skipping transfer tax system and respective planning strategies, Compare and contrast advanced charitable planning strategies along with the advantages and limitations of each, Understand and apply the fundamentals of the estate tax and respective planning strategies, and explain the benefits of the unlimited marital deduction, Demonstrate the advantages of using life insurance in estate planning and explain the benefits of various post-mortem planning strategies. In other words, you’ll come away with a new set of skills applicable to today’s clients and an additional designation to add to your name. The American College of Financial Services CLU, ChFC Life Insurance Consulting. Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. *HS 333 and HS 347 excluded from 3-Course Package. Frank Wheeler, CFP®ChFC® Financial Advisor at First Command Financial Services, Inc. Woodbridge, Virginia 500+ connections The ChFC is less known than the CFP, but still stands as a distinguished certification in financial planning. He initially considered the designation because its courses aligned so well with the continuing education requirements of CFP® certification, which he had previously earned. Christopher A. Silipigno, Chief Operating Officer and Managing Director, Renaissance Investment Group, LLC has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services. Take a look at this chart to see how the courses for the ChFC® and CFP® overlap with each other and the CLU® designation, making it easier to earn all three. Because the ChFC® certification shares common courses with the CLU® and CFP® designations, you have the option to work towards multiple designations at once. Now’s the time to get ahead. The Chartered Financial Consultant (ChFC) is a certification offered by the American College of Financial Services. Upon completion of this course, the student will be able to: Demonstrate an understanding of and apply the steps of the financial planning process, Differentiate between various communication techniques used by advisors and understand how behavioral finance concepts can be used to improve client-advisor communications, Utilize the various financial planning approaches to quantify goals and provide actionable recommendations, Review personal financial statements, calculate financial ratios, and perform financial statement analysis, Build a foundation in quantitative techniques needed to calculate the present value and future value amounts, and solve for other relevant financial variables, Apply education planning and funding techniques to help clients achieve their goals, Build a foundation in basic economic concepts and understand how external factors may impact the financial planning process, Review and apply the ethics of personal financial planning within CFP Board, American College, and SEC frameworks, Demonstrate an understanding of the basic concepts and principles of risk management, Compare and contrast the different health insurance options available to clients in the individual and group marketplaces, Differentiate among the various types of life insurance, including term and permanent insurance, Discuss principles of disability income insurance and its place in insurance planning, Discuss the principles of long-term care insurance and its place in insurance planning, Demonstrate an understanding of the different types and proper use of annuities in insurance planning, Identify the sources and uses of homeowners, property, and liability insurance for both personal and business uses, Identify the sources of identity theft, review a consumers credit report, and utilize debt management techniques, Demonstrate an understanding of social insurance programs such as the Social Security benefits system, Demonstrate an understanding of the fundamental principles and concepts of federal income taxation, Compare and contrast the taxation of income generated from personal and investment activities, Explain the taxation of income and expenses generated from employment and profit-motivated activities, Understand and apply the fundamentals of deductions against adjusted gross income with emphasis on itemized deductions, Identify different types of tax credits and compare and contrast tax credits with tax deductions, Demonstrate an understanding of how basis is determined for purposes of determining taxable gains and losses, and also explain the purpose of cost recovery through various depreciation methods, Identify the tax advantages that certain types of business assets receive when compared to assets used for nonbusiness purposes, Explain how provisions in the tax code allow for tax avoidance and tax deferral through certain property exchanges, Explain the complexities of the passive activity loss rules along with the purpose of the alternative minimum tax system, Compare and contrast the tax consequences of distributions from business entities, such as partnerships, S corporations, and C corporations, to their respective owners, Analyze the factors affecting retirement planning, such as determining the remaining work life expectancy, retirement life expectancy, annual savings needed, and understanding investment considerations, Understand the fundamental principles of qualified plans, Compare and contrast the various types of qualified pension plans and determine which is the most appropriate given the needs and goals of an employer, Compare and contrast profit sharing plans, stock bonus plans, and ESOPs along with the advantages and limitations of each, Understand the tax treatment of distributions from qualified plans, Describe the steps involved to install a qualified plan, requirements needed to administer a plan, and what events would call for the termination of a plan, Discuss the advantages, limitations, and taxation of IRAs and SEPs, Compare and contrast SIMPLE, 403(b), and 457 retirement plans along with the advantages and limitations of each, Discuss the taxation of nonqualified plans and compare and contrast Social Security claiming strategies given the impact of taxation and other limitations that may apply, Compare and contrast employee fringe and group benefits along with the advantages and limitations of each, Understand the institutional framework surrounding investments, categorize investments by asset class, and evaluate the impact of taxation, Measure investment returns using various methodologies and quantify risk within a statistical framework, Apply the modern portfolio theory framework to the task of assembling portfolios and evaluating their performance, Evaluate portfolio performance using attribution and ratio analysis, and identify cognitive and emotional biases exhibited by investors along with their consequences, Understand how fixed income securities function and explain their role in structuring a well-diversified investment portfolio, Compare and contrast the various types of equity securities and the different ways to invest in these securities, Evaluate the factors that can affect the performance expectations of equity securities, Identify the features of valuing securities using absolute and relative valuation models, and identify different types of alternative investments, including the risks and benefits associated with this asset class, Identify the features of investment companies and evaluate fund selection techniques, Compare and contrast the features of derivative securities including forwards, futures, and options contracts, Identify the steps in the estate planning and probate processes, Identify and describe the basic estate planning documents along with the advantages and limitations of each, Compare and contrast the most common types of property titling along with the advantages and limitations of each, Understand and apply the fundaments of the gift tax system and respective planning strategies, Identify and classify different trust arrangements and explain the advantages and limitations of each, Compare and contrast advanced strategies that can be used either during the life or upon death of the client, Understand and apply the fundamentals of the generation-skipping transfer tax system and respective planning strategies, Compare and contrast advanced charitable planning strategies along with the advantages and limitations of each, Understand and apply the fundamentals of the estate tax and respective planning strategies, and explain the benefits of the unlimited marital deduction, Demonstrate the advantages of using life insurance in estate planning and explain the benefits of various post-mortem planning strategies. Documentation on College policies, including refund requests, transfer credits, and more, Use the Designation Check service to find a credentialed advisor or verify an advisor’s designation, Explore options for earning CE credit through The College, Watch our on-demand webcasts regarding relevant financial planning topics. Students who declared into the ChFC® program prior to July 1, 2018 may complete HS 314 and HS 319 instead of HS 347 through Dec. 31, 2019. Gain access to all upcoming events with The College, View accreditation information and data on graduation rates and designation completion, Press releases, featured media mentions and more, Founded in 1927, The College continues to educate leading financial advisors, Benefitting society by educating the professionals entrusted with the public’s financial well-being, Learn more about the seven Centers of Excellence at The College, The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. That’s because the ChFC® offers unique knowledge that’s specifically geared for addressing the latest challenges and serving today’s diverse clientele. Lets you control your learning journey right for you course Delivery Methods course Methods! Case Analysis, Student will submit a comprehensive Financial Plan to a grading instructor, self-study course with webinar! 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