CONTINUING EDUCATION FOR CHARTERED SPECIAL NEEDS CONSULTANT (ChSNC)

MY-CPE LLC is approved by NASBA to offer Continuing Education (CE) courses for Chartered Special Needs Consultants (ChSNC). 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. 

CHARTERED SPECIAL NEEDS CONSULTANT (ChSNC) 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 Requirement1-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 Special Needs Consultants (ChSNC).

All ChSNC are required to complete at least 30 hours of CE every 2 years. Here is myCPE link for Chartered Special Needs Consultant webinars that meet all of your annual continuing education requirements.

Chartered Special Needs Consultants (ChSNC) are required to earn a minimum of 1 hour of Business Ethics for a reporting period of 2 years. 

The Chartered Special Needs Consultant (ChSNC) license renewal period ends on December 31st biennially.


A CE reporting cycle for Chartered Special Needs Consultant (ChSNC) is from January 1 to December 31 biennially. 

CLICK HERE for further reference.

Here is a link to the ChSNC website to access FAQs on CE requirements and Regulations for Chartered Special Needs 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 ChSNC.

No, there are no minimum CE requirements in a particular subject area.

All of the following myCPE Learning Activities are recommended for ChSNC 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 non-profit 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 ChSNC.

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 $125 (for client-facing* designees) or $50 (for non-client facing designees).

Click here for more details.

No, the Short video (Nano learning) method is not approved for the CE requirements of Chartered Special Needs Consultant.

No, Chartered Special Needs Consultant (ChSNC) 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

MY-CPE LLC is approved by NASBA to offer Continuing Education (CE) courses for Chartered Special Needs Consultants (ChSNC). MY-CPE LLC has effectively met the standards set up by The American College of Financial Services and we recommend the programs/ webinars to be suitable for the Chartered Special Needs Consultant (ChSNC) 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 CE requirements for ChSNC.

myCPE APPROVALS

Approved By
National Association of State Boards of Accountancy (NASBA) 143597
Internal Revenue Service (IRS) GEHNZ
California Tax Education Council (CTEC) 6273
Certified Financial Planner Board (CFP) 8061
Society for Human Resource Management (SHRM) RP5359
Human Resource Certification Institute (HRCI) 714694
FP Canada CE17222
American Payroll Association (APA) 372961
Texas State Board of Public Accountancy (TSBPA) 010556
Illinois Department of Financial & Professional Regulation (IDFPR) 158002756
New York State Board of Public Accountancy (NYSPA) 002976
Courses Eligible for CPE of Certified Fraud Examiner (CFE) Approved
Courses Eligible for CPE of Certified Valuation Analysts (CVA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved

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