Chartered Financial Consultant (ChFC)

WiserAdvisor is the oldest and the largest independent network of financial advisors.

Summary:

Advisors with this credential have taken a 75-hour course, passed an exam, and taken continuing education courses. A ChFC must complete several years' worth of examinations and training, and has knowledge of estate, tax, portfolio management and financial planning concepts. Holders of this designation often come from the insurance industry. Includes all CFP coursework, as well as additional courses covering estate, retirement and financial planning.


Issuing Organization:

The American College


Website:

www.theamericancollege.com

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Profile

Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

Portfolio Size:

$450K

I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

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