myCPE
myCPE

15 CE Package for Chartered Financial Consultants (ChFC)

All-in-one package to fast-track your compliance

Last Updated

October, 2024

Credit Summary
  • Business Ethics
  • Estate Planning
  • Finance
  • Retirement Planning
  • Tax Planning
  • Taxes
Total Credits
ChFC
15 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
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  • All certificates in one place for easy submission.
  • Learn at your own pace that suits your busy schedule.
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Overview

Chartered Financial Consultants (ChFC) have the following CE requirements:

  • 30 hours of CE every 2 years.
  • 1 hour of ethics.
  • 100% of CE can be completed through Self-Study courses.
  • Reporting Cycle - January 1 to December 31, biennially.
  • No carry-forward of credit allowed.

Why Choose myCPE's 15 CE Package for Chartered Financial Consultants (ChFC):

  • Includes 1 hour of ethics.
  • Includes 100% of CE in self-study webinars.
  • Includes Business Ethics, Finance, Retirement Planning, and Taxes courses.
  • All continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

You can visit the CE requirement page or the American College of Financial Services Board website for detailed requirements.

Note: Our 15 CE package for Chartered Financial Consultants (ChFC) is 100% compliant with the American College of Financial Services regulations, and we offer a 100% satisfaction guarantee. If you feel the package needs to be more compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
2024 Crypto Currency & Taxes – Update ChFC (2) Taxes On Demand (video)
Clergy Tax Planning ChFC (1) Taxes On Demand (video)
Decoding Wall Street: A Beginner's Guide to Financial Markets ChFC (1) Finance On Demand (video)
Family Filing Status and Dependents ChFC (2) Taxes On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement ChFC (1) Finance On Demand (video)
Multistate PTETs and Resident Credits Update -2024 ChFC (1) Taxes On Demand (video)
Omnibus Budget Bill 2024: Update for Financial Planners ChFC (1) Finance On Demand (video)
Profit-with-purpose Concept Of Shareholder Primacy Versus Stakeholder Primacy ChFC (1) Business Ethics On Demand (video)
Retire Right: Mastering the Art of Holistic Financial Planning ChFC (1) Finance On Demand (video)
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) ChFC (1) Retirement Planning On Demand (video)
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence ChFC (1) Retirement Planning On Demand (video)
The Self-Employed Health Insurance Deduction - Who Qualifies? ChFC (1) Retirement Planning On Demand (video)
Estate Planning Strategies to Navigate Divorce Financial Challenges ChFC (1) Finance On Demand (video)

Details

Reporting Period :

January 1 to December 31, biennially.

CE Requirement :

 30 hours of CE every 2 years.

Ethics Requirements :

1 hour of ethics.

Notes :

Information given by us on CE Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirement of CE requirements, please visit the board website at CLICK HERE.

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Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
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500+ Emerging Subject Areas
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Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
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Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
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Pre-selected courses for quick compliance, saving time and effort.
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Compliance Tracker and Credit Vault
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Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
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“Their sessions are engaging and insightful simultaneously. That’s why I purchased Unlimited Access on myCPE so that I could view everything I wanted, at my convenience. Includes courses approved by NASBA, IRS, IIA, IMA and also the state specific ethics courses, all combined in one package. Also, I will have separate certificates for my multiple titles. I am very happy with the offerings and wish them all the best.”

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Frequently Asked Questions

Yes, this package meets the 15 CE requirements of ChFC Professionals.

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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