myCPE

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CE Courses for ChFC (2024)

  • Maintain your ChFC Credentials with 2300+ Hours Online CE approved courses in the field of Trust & Estate Planning, Tax Planning and Financial & Retirement Planning

  • All ChFC CE courses are available in Live & Self Study Format which are eligible for The American College Board CE Credits

  • Complete your ChFC CE requirements which is 100% compliant with Principal Topic areas required by The American College.

Get Access to all ChFC CE Courses at one single price $199 under subscription

No. of Speakers

100+

No of Hours

2400+

No of Reviews

200K

Course Available

1078+

How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
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How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
  • ChFC
  • CPA (US)
  • CPA/PFS
  • CFA
  • CSA
  • TEP
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  • 5
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22 Causes of the Next Crash of 2029
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22 Causes of the Next Crash of 2029
  • ChFC
  • CPA (US)
  • CPA/PFS
  • CFA
  • CTP
  • CWS
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  • 4.4
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Monthly Tax Update - February 2024
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Monthly Tax Update - February 2024
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.5
  • rating
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Qualified Domestic Relations Order (QDROs) – What you need to know
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Qualified Domestic Relations Order (QDROs) – What you need to know
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.2
  • rating
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Transfer Taxes for American Nondomiciliary
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Transfer Taxes for American Nondomiciliary
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 5
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The Role of Taxes in Financial Planning
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The Role of Taxes in Financial Planning
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.3
  • rating
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Tax Classification of Individuals
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Tax Classification of Individuals
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.4
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Exploring Decedent Estates and the Final 1040
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Exploring Decedent Estates and the Final 1040
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.8
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Retire Right: Mastering the Art of Holistic Financial Planning
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Retire Right: Mastering the Art of Holistic Financial Planning
  • ChFC
  • CPA (US)
  • CFP® (US)
  • CPA/PFS
  • CFA
  • CSA
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  • 4.8
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Divorce and Taxes
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Divorce and Taxes
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.8
  • rating
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Employee Ownership Trusts
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Employee Ownership Trusts
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 5
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Tax Strategies for Families: Credits, Dependents & Specialized Topics
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Tax Strategies for Families: Credits, Dependents & Specialized Topics
  • ChFC
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.8
  • rating
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myCPE Unlimited Access

With myCPE Unlimited Access annual subscription, you get an access to all continuing educational and professional development courses of eligible content for CPA (US), CPA (CA), EA, Tax Pros, CIA, CMA, CFE CFP® (US), CISA, CVA, SHRM, HRCI, FPC, CPP, FP&A, CTP, CFA, ACCA, and 100+ other qualifications.

$499

$199/ Year

Get Started

Inclusions

  • 12,000+ Hrs of Diversified Content Access
  • 100+ Qualifications (View)
  • Ethics Courses - All states / Qualifications
  • Mobile Application
  • Credit Tracker
  • Live Webinars (3000+ Hrs)
  • Customized Packages (1000+ Hrs | View)
  • Combo Packages (1000+ Hrs | View)
  • On Demand Videos (3000+ Hrs)
  • E-Books (500+ Hrs)
  • Conferences (500+ Hrs)
  • 50+ Advanced Certification Programs
  • myCPE Shorts (10-15 min Trending Video)
  • Monthly/ Quarterly Industry Updates
  • Podcasts (300+ Hrs)
  • Qualifying Courses

Chartered Financial Consultant (ChFC) CE Requirement Overview

ChFC CE Requirements

30 hours of CE every 2 years.

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License Renewal Period For ChFC

December 31st biennially.

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CE Reporting Cycle For ChFC

January 1 to December 31 biennially.

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ChFC CE Ethics Requirement

1-hour Ethics CE for a reporting period of 2 years.

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Continuing Education Courses for ChFC

MY-CPE LLC is approved by NASBA and it offers Continuing Education (CE) courses for Chartered Financial Consultants (ChFC). MY-CPE LLC has effectively met the standards set up by the American College of Financial Services. We are focused on providing quality continuing education content that ensures the credentials of attendees remain current, and relevant and serve as emblems of excellence and expertise to both peers and clients. Our CE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements for recertification.

Continuing Education Courses For ChFC - 100% Compliant with American College of Financial Services

Annuities

70+ Hours

Estate Planning

400+ Hours

Financial Planning

600+ Hours

Gift Planning

100+ Hours

Individual Tax

1300+ Hours

Insurance

90+ Hours

Investment

2100+ Hours

Real Estate

200+ Hours

Retirement

600+ Hours

Trusts

200+ Hours

401(k)

60+ Hours

Behavioral Finance

22+ Hours

Divorce

40+ Hours

FERS

30+ Hours

IRA

400+ Hours

Long Term Care

30+ Hours

Pension Plan

75+ Hours

Personal Finance

200+ Hours

Risk Management (Finance Focused)

50+ Hours

Strategies for Success: Thriving as a ChFC Professional in 2023

As we navigate through 2023, the landscape of the financial services sector continues to transform at an unprecedented rate. This dynamic environment is sculpted by various factors, ranging from emerging technologies to regulatory updates and evolving client expectations. For professionals holding the Chartered Financial Consultant (ChFC) designation, staying attuned to these changes is of paramount importance. Grasping these latest trends not only ensures the relevance of their services but also empowers them to deliver robust and future-oriented financial advice to their clients. To ensure continued success, ChFC professionals need to be aware of and respond to these five key trends

Key Trends for ChFC Professionals in 2023

  • ESG Investments: The importance of sustainability cannot be overstated in today's market. ChFC professionals need to deepen their expertise in Environment, Social, and Governance (ESG) criteria to cater to the rising client demand for responsible and impactful investments.
  • Financial Technology: With the fintech revolution gaining momentum, it's essential for ChFCs to stay updated on technologies such as robo-advisors, AI-driven financial planning tools, and blockchain. These tools can streamline service delivery and enhance client experiences.
  • Holistic Financial Planning: More clients now desire a comprehensive, holistic approach to financial planning. ChFC professionals should adjust their strategies to address all facets of their client's financial lives, ensuring alignment with their overall life goals.
  • Regulatory Changes: The financial industry is constantly subjected to regulatory changes and updates. ChFC professionals must keep abreast of new tax laws, privacy regulations, and digital asset guidelines to remain compliant and provide accurate advice.
  • Remote Client Engagement: In the aftermath of the global pandemic, remote client engagement has become the norm. Mastering digital communication tools is necessary for ChFCs to build and maintain strong relationships with clients in a predominantly virtual environment.

Frequently Asked Questions

ChFC professionals are required to complete a minimum of 30 hours of Continuing Education (CE) every two years on the myCPE platform.

Yes, the myCPE platform is approved by NASBA (The National Association of State Boards of Accountancy) and meets the standards set by the American College of Financial Services for ChFC continuing education.

myCPE ensures quality by having all its courses authored and reviewed by industry specialists and subject matter experts. These courses are designed to meet your continuing education requirements for ChFC recertification.

Yes, myCPE offers annual packages for ChFC professionals, designed to meet all your annual continuing education requirements in one go.

Absolutely! myCPE is committed to providing up-to-date courses that reflect the latest trends and developments in the financial industry, ensuring that your ChFC credentials remain current and relevant.

Yes, myCPE allows for self-paced learning, giving you the flexibility to complete your CE requirements at a pace that suits your schedule.

The ChFC courses on myCPE cover a broad range of financial topics, including tax planning, retirement planning, insurance, investments, and estate planning, among others.

myCPE provides an easy-to-use dashboard where you can track your progress, see completed courses, and determine what further CE requirements you need to meet for your ChFC designation.

Yes, all of myCPE's ChFC courses are fully online, allowing you to complete your continuing education from the convenience of your home or office.

Upon completion of a course, myCPE provides a certificate of completion which can be downloaded for your records and for verification of your continuing education compliance.


myCPE Unlimited Access provides one-year unrestricted free passage to the 100+ qualification with myCPE extensive library depending on membership.

Unlimited credits mean that members can complete as many CPE credits as they desire, based on credit availability, during the term of your Subscription. They can also earn completion certificates for multiple states and multiple qualifications without any additional charges.

myCPE is an approved platform for continuing education by NASBA, IRS, CFP, IMA, IRS, SHRM, HRCI, APA, Texas Board of Public Accountancy, Oregon Board of Public Accountancy, Illinois Board of Public Accountancy, and 30 other regulatory bodies.

To help our users identify whether a particular course is eligible for their continuing education requirements or not, we have kept the "QUALIFIES FOR"" section on the webinar detail page. This section will help users identify whether a webinar is eligible for their continuing education requirements.


myCPE Unlimited Access is valid for one year from the purchase date of the Subscription.

myCPE is an approved platform for more than 50 qualifications. If you are a professional with various qualifications and attend myCPE courses that are eligible for your earned qualifications, you will receive a separate certificate for all your qualifications.

Yes, myCPE Unlimited Access subscriptions automatically renew at the end of the subscription term unless you cancel your subscription during the Subscription Period, which you can do at any time.

MyCPE shall not provide any refund once the subscription has been purchased or auto-renewed unless there is a specific default in providing services from the side of MyCPE, and the user can provide the same in writing with a valid and reasonable explanation. Users are requested to read and understand the inclusions of MyCPE Unlimited Access carefully Unlimited Access Subscription or MyCPE firms/Companies subscriptions.

If a webinar or course is canceled or withdrawn, then that doesn't warrant a refund of the subscription paid. Minor errors/ technical glitches, grammatical errors, or incorrect review questions do not warrant a refund of myCPE Unlimited Access Subscription. On price revision, previous users are not eligible for refunds.

In no case refunds shall be granted based on a misunderstanding of inclusions in the respective subscription plans as inclusions are clearly indicated on the page. Therefore, please carefully read the terms and conditions on the website before subscribing to the plan. https://my-cpe.com/pricing/individual-subscription.


We at myCPE want to offer great quality content at the most affordable prices. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 646-688-5128. You may also reach out for support at support@my-cpe.com.

For some, Continuing Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm updated by taking valuable insights from continuing education webinars/courses.

At myCPE, we believe in providing quality continuing education beyond CPE credits. MyCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underserved for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline.


Food Bank of New Jersey

Food Bank of New York

Entigrity Foundation