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Should you get a Chartered Financial Consultant (ChFC)?

For money-minded consumers who need advanced financial planning services, a chartered financial consultant (ChFC) could be a great place to start. While ChFC may be less well known than the certified financial planner (CFP) designation, advisors who earn it actually have even more training designed to enhance their financial planning skills.

Where can I find a Chartered Financial Planner?

Personal Finance Society - a searchable directory of PFS members, who could hold certifications including Chartered Financial Planner. The Chartered Institute for Securities & Investment (CISI) - a trade body for financial advisers. Use its Wayfinder tool to search for financial planning firms by post code that hold CISI accreditation.

What is a Chartered Financial Consultant?

A Chartered Financial Consultant is a lot like a CFP. Both have financial planning expertise, but their educational requirements are a little different.

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