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Financial Planning Credential Guide

What Is a ChFC? The Chartered Financial Consultant Credential, Explained

Similar to a CFP but with extra coursework, especially around money psychology and behavioral finance. Strong in complex situations involving both finances and life transitions.

Financial Planning · CHIP Teamopedia

The American College of Financial Services

Issuing organization

Required

Board exam required

30 hrs every 2 years

Continuing education

The full guide for this credential is still being written. The facts above are verified; the long-form explainer is on the way.

Educational Content & Disclaimer: This article is for informational and educational purposes only. CHIP Financial does not provide financial, investment, legal, or tax advice. Credential details are current as of publication and subject to change by the issuing organization; always confirm current requirements directly with the issuing body. Always conduct your own due diligence before hiring a financial professional.