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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
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"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
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CE Requirements for ChFC (2025)
CE Credits for Chartered Financial Consultant (ChFC) Professionals
MYCPE ONE is approved by NASBA and it offers Continuing Education (CE) courses for Chartered Financial Consultants (ChFC). MYCPE ONE 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.
CHARTERED FINANCIAL CONSULTANT (ChFC ) CE REQUIREMENT OVERVIEW
CE Requirements
30 hours of CE every 2 years.
License Renewal Period
December 31st biennially.
CE Reporting Cycle
January 1 to December 31 biennially.
Ethics Requirement
1-hour Ethics CE for a reporting period of 2 years.
Carry Over Credits
No credit may be carried over from excess hours earned during a reporting period.
CLICK HERE for further reference on CE regulations for Chartered Financial Consultants (ChFC).
What are CE Requirements for Chartered Financial Consultant (ChFC) Professionals?
All ChFC are required to complete at least 30 hours of CE every 2 years. Here is MYCPE ONE link for Chartered Financial Consultant webinars that meet all of your annual continuing education requirements. You can also subscribe to MYCPE ONE Packages for Chartered Financial Consultants (ChFC) that meet all of your annual continuing education requirements in one go.
What is the Ethics Requirement for Chartered Financial Consultant (ChFC) Professionals?
Chartered Financial Consultants (ChFC) are required to earn a minimum of 1 hour of Business Ethics for a reporting period of 2 years.
Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.
Here is a link to the ChFC website to access FAQs on CE Requirements and Regulations for Chartered Financial Consultants.
Accounting
Accumulation Planning
Actuarial Science
Annuities
Business Ethics
Business Law
Business Planning
Charitable Giving
Client Planning
Disability Income Insurance
Economics
Employee Benefit Planning
Estate Planning
Financial Institutions
Financial Planning
Group Insurance
Health Insurance
Insurance Company Operations
Investments
Life Insurance
Long-Term Care
Medical Expense Insurance
Pensions
Property and Liability Insurance
Regulation
Retirement
Planning
Risk Management
Senior Planning
Taxation, and
Underwriting.
Also acceptable are topics relating to the management of areas covered by the subject matter of the American College of Financial Services programs and the management of people who work in financial services.
CLICK HERE for further reference on the ChFC website.
No, there are no minimum CE requirements in a particular subject area.
All of the following MYCPE ONE Learning Activities are recommended for ChFC professionals.
1. Self-Study Courses (Videos)
2. Live Webinars
3. Virtual Events
4. Articles
5. Packages
6. E-Books
7. Certificate Courses
In addition to the above activities the following mentioned activities may also contribute towards continuing education:
Serving as a teacher, speaker, or moderator panelist.
Self-Study programs.
A nationally recognized professional society or other nonprofit professional association, including its chapters.
A college or university.
The designee’s employer or any other organization that provides educational programs and meetings.
Note: Any person who serves as a teacher, speaker, or moderator panelist for any of these programs earns one (1) credit for every 50 minutes of participation in the activity. To claim this type of activity for Professional Recertification Program credit, the person must be able to provide the College with written confirmation of attendance from the sponsoring organization in the event of an audit. Written confirmation should include the Professional Recertification Program participant’s name, topics addressed, date and length of program, and signature of a sponsor representative.
CLICK HERE to view our CE programs which are suitable for Continuing Education for ChFC.
CE credits earned through coursework at the College will be recorded automatically. CE credits taken outside of the College are self-reported. Designees can record and track all CE credits online through their College account. This is important in the event the designee is subject to the College’s audit process.
The annual recertification fee of either $190 (for client-facing* designees) or $105 (for non-client-facing designees)
No, the Short video (Nano learning) method is not approved for the CE requirements of Chartered Financial Consultant.
No, Chartered Financial Consultant (ChFC) cannot carry over excess credit earned in a particular renewal cycle.
Designation marks can be removed for ethical issues or failure to comply with other recertification requirements of the College.
Two levels of requirements are appropriate because client-facing individuals are using the College’s designations as a representation of their expertise when offering financial services to the public. They have a different role than non-client-facing individuals and, therefore, are subject to different requirements for continuing education and oversight.
A client-facing individual is defined as someone who holds a Resident or Non-Resident State Life & Health License, and/or their Investment Company & Variable Products (Series 6), General Securities Representative (Series 7), Municipal Securities Representative (Series 52), Mutual Funds (Series 63), Uniform Investment Adviser Law (Series 65), or Uniform Combined State Law (Series 66) registrations from FINRA, and/or is a JD, CPA or CFA. Additionally, client-facing individuals work with clients and/or manage or supervise individuals who work with clients regarding sales, recommendations, or advice on insurance or investment products.
Non-client-facing individuals include those who do not work directly with clients regarding sales, recommendations, or advice on insurance or investment products. Those who work at a non-profit organization are also considered non-client-facing.
Retired individuals who wish to continue using their designations will be classified as non-client-facing.
If the client-facing status of a designee change mid-cycle, their CE requirements are still based on their status at the beginning of the current two-year cycle and will change at the beginning of the next cycle. The annual recertification fee will change to reflect the current client-facing status at the next annual payment due date.
Designees who earn their first designation during the first year of a recertification period will recertify during the next recertification period. For example, for the recertification period beginning on Jan. 1, 2021, a student awarded a first designation on Aug. 1, 2021, is required to:
Pay the first recertification fee for the 2023/2024 recertification period
Complete 30 hours of CE for the 2023/2024 recertification period
Designees who earn their first designation during the second year of a recertification period will be exempt from the following two-year period. For example, a student awarded a first designation on Aug 1, 2022, is required to:
Pay the first recertification fee for the 2025/2026 recertification period
Complete 30 hours of CE for the 2025/2026 recertification period
MYCPE ONE is approved by NASBA to offer Continuing Education (CE) courses for Chartered Financial Consultants (ChFC). MYCPE ONE has effectively met the standards set up by the American College of Financial Services and we recommend the programs/ webinars to be suitable for Chartered Financial Consultants (ChFC) specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the website for CE requirements for ChFC.
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