Chartered Financial Consultant

The Chartered Financial Consultant (ChFC®) designation program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client’s total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.

The ChFC program provides financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Chartered Federal Employee Benefits Consultant

ChFEBC℠ – A Chartered Federal Employee Benefits Consultant℠ (ChFEBC℠) has been specially trained on the complexities associated with the retirement and other benefits offered to the employees of the federal government.