american college of financial services chfc courses

“If you intend to be in this business for any period of time,” he says, “then you should invest in your own knowledge. The American College of Financial Services CHFC Financial Planning and Services. Advanced financial planning for every person and every need: that is the credo of the Chartered Financial Consultant® (ChFC®) designation program. The ChFC® designation program covers the top challenges you’ll face as a financial consultant. And he says it was good for his career as well. * Indicates courses available under the Personal Pathway™ learning model as of June 4, 2020 Even if you already hold a designation like CFP® certification, earning the ChFC® can still put you a step ahead. HS 333 is a course designed to bring together elements from all of the previous foundation courses, and prepares students to synthesize and apply their knowledge of the financial planning process, insurance, taxation, investments, retirement, and estate planning through the delivery of a comprehensive financial plan. And, as it turns out, he also knows how to get the most out of his gifts. The ChFC degree includes topics such … Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. The ChFC ® course “Contemporary Applications in Financial Planning” (HS 347) provides CE credit and earns CFP ® professionals the ChFC ® designation Insurance professionals, brokers, retirement experts, financial consultants, and both home office and client-facing practitioners who desire a strong, foundational financial education and want to take financial classes online It’s awarded by the American College of Financial Services in Bryn Mawr, Pennsylvania. Personal Pathway™ courses combine engaging live and self-study learning options — and no webinar fees — for one flat tuition rate. “My experience has been that they have the most organized and straightforward system for studying and test preparation,” he says, noting that, thanks to his education from The College, he’s always felt incredibly prepared for designation exams and has ended up with a lot of knowledge that he can use to improve the services he provides his clients. were joking, of course. Field leaders are 59% more likely to hold a ChFC, Financial consultants seeking to earn the ChFC, Mid-career professionals who want to augment their CFP, Insurance professionals, brokers, retirement experts, financial consultants, and both home office and client-facing practitioners who desire a strong, foundational financial education and want to take financial classes online, Learning options that allow you to follow a structured 14-week path or work at your own pace and finish sooner, Digital textbooks equipped with online note-taking and flashcard creation capabilities, Rich interactive lesson reviews that incorporate text, graphics, and video elements, Weekly webinars available live or on-demand, Discussion forums that encourage social learning and facilitate networking opportunities, Preparatory quizzes that improve retrieval practices and support better learning outcomes, Contemporary Applications in Financial Planning (HS 347): $1,490, HS 300 Financial Planning: Process and Environment*, HS 311 Fundamentals of Insurance Planning*, HS 333 Personal Financial Planning: Comp. Whether you prefer self-paced or structured, your tuition is the same. They must also fulfill stringent experience and ethics requirements. Attend weekly classes online and ask questions in real-time. Frank Wheeler, CFP®ChFC® Financial Advisor at First Command Financial Services, Inc. Woodbridge, Virginia 500+ connections Government regulatory service in a responsible administrative, supervisory, or operational capacity. It puts you on a flexible, yet structured learning path with the tools you need to succeed – for one flat tuition rate. 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. News August 18, 2020 Christopher Silipigno earns Chartered Financial Consultant® (ChFC®) Designation. 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. The ChFC is less known than the CFP, but still stands as a distinguished certification in financial planning. Combining best-in-practice concepts, rich multimedia, and state-of-the-art technology, Personal Pathway™ lets you control your learning journey. Listen to our NextGen in 10 podcast hosted by up-and-coming leaders in the financial services industry. But what’s more important is that you are prepared as possible to help clients.” And that’s true whether or not your parents predicted your profession. The Chartered Financial Consultant (ChFC) is a certification offered by the American College of Financial Services. But maybe they were clairvoyant as well. Activities directly or indirectly related to the protection, accumulation, conservation, or distribution of the economic value of human life; these include the work of actuaries, attorneys, CPAs, investment advisers, real estate investment advisers, stockbrokers, trust officers, or persons in other similar occupations. The American College of Financial Services ChFc®, CLU®, CASL®, CLTC®, RICP® Finance and Financial Management Services The following activities meet the required business experience qualifications included in the certification process. Choosing a Program Find the designation or degree that's right for you Course Delivery Methods Course delivery methods offered by The College. 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. Since 1927, The American College of Financial Services has helped more than 200,000 financial services professionals accelerate their careers. They Master topics including personalized financial planning, risk management, income tax strategies, retirement planning, investments, estate planning, behavioral finance, financial planning for families with special needs, and how to best serve non-traditional families and LGBTQ clients. The course HS 347 replaces the courses HS 314 and HS 319, and is open to new student enrollments as of July 1, 2018. Company management and operations in positions involving substantial responsibility. A foundational designation like the ChFC® is, Benjamin believes, vital to being a good financial advisor. And Benjamin knew that The American College of Financial Services was the best choice out there. View all courses to learn more. HS 347 is a longer course and has is a lengthier exam that other ChFC® designation courses. Mainly delivered through our new Personal Pathway™ learning model, the ChFC® program will deepen your knowledge and broaden your chartered financial practice. An advisor with either designation can certainly give thorough advice. 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. University or college teaching of subjects related to the Huebner School curriculum on a full-time basis at an accredited institution of higher education. If you’re a go-getter, earning the ChFC® is a smart choice, no matter where you are in your career. “It was really about seeking knowledge to be better prepared to help clients,” he says. 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. The ChFC® is designed to empower you with the knowledge you need to advise a full range of clients and succeed in the modern financial services landscape. No additional fees or hidden costs. Chartered Financial Consultant (ChFC) is the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Because each course ends with a test, there is no final exam. HS 333 and HS 347 will maintain their current construction outside the Personal Pathway™ learning model. See the Student Resources and Policies page for comprehensive details on refund policies, learning policies, recertification information, and more. Our financial planning and insurance courses produce measurable results. And, if you have CFP® certification at the time you take HS 347, you’ll earn the ChFC® just for completing that one course.

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