Chartered Financial Consultant

COURSE DESCRIPTION

Advanced planning for every person, every need. That’s the promise of a Chartered Financial Consultant. We’ve redefined financial planning for advisors with a comprehensive educational program. Comprised of eight college-level courses that address all aspects of financial planning, with a focus on the practical applications of those principles based on real-life case studies. The goal of the ChFC curriculum is to help you gain a significant advantage and help your clients meet their goals.

LEARNING OUTCOMES

• Financial Planning: Process and Environment
• Fundamentals of Insurance Planning
• Income Taxation
• Planning for Retirement Needs
• Investments
• Fundamentals of Estate Planning
• Personal Financial Planning: Comp. Case Analysis
• Contemporary Applications in Financial Planning

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