What is the CH.F.C?
The Chartered Financial Consultant (CH.F.C) designation is a financial planning designation that specializes in wealth accumulation and retirement planning. A CH.F.C. designation holder is an expert in retirement planning and capital accumulation strategies.
The CH.F.C. designation is a maintained designation as educational courses for the CH.F.C. designation are currently suspended.
CH.F.C. Maintenance Requirements
CH.F.C. designation holders will be required to complete an annual continuing education (CE) requirement, pay an annual designation licensing fee, and adhere to The Institute's Code of Professional Conduct on an ongoing basis.
Designation holders who fail to renew their CH.F.C. designation by March 31 of the licensing year will have forfeited their rights to continue to use the designation mark and will be considered a lapsed designation holder, or not in good standing. For lapsed designation holders applying for reinstatement, continuing education must be completed during the period of a lapsed designation and proof of completed CE must be provided before reinstatement can occur.
Those designation holders who wish to be authorized in order to hold themselves out as an Institute designation-holder will have the opportunity to reinstate their designation with The Institute.
For all CH.F.C. designation holders who apply for reinstatement and who have been absent for three years or less:
Click here for the CH.F.C. reinstatement application »
All CH.F.C. designation holders will be required to uphold The Institute's Code of Professional Conduct.
View CH.F.C. designation holder FAQ
Code of Professional Conduct (CPC)
Institute designation holders must adhere to the highest standards of professionalism, and abide by a strict Code of Professional Conduct. Allegations of unprofessional conduct are investigated using a disciplinary process based on peer-review principles.
The Institute Code of Professional Conduct (CPC) sets out a list of principles that a designation holder is expected to abide by in his or her business activities, and in his or her liaison between clients and suppliers of insurance, and/or financial products or services.
Explanatory notes also exist to provide a more in-depth explanation of each principle within The Institute Code of Professional Conduct (CPC).
PDF document Download order form – framed Institute Code of Professional Conduct