Learning Objectives:
  • To develop in candidates the ability to use a systematic approach to insurance planning and retirement planning
  • To provide knowledge of various types of estate planning tools such as wills, trusts, powers of attorney and life insurance
  • To develop in candidates the ability to discuss the major types of investments and their risk profiles
  • To provide insights on importance of planning for business succession and develop the ability to tailor solutions to clients who wish to transfer their business to the next generation
  • To equip candidates with wealth management strategies that will help them to better manage their clients’ risks and assets
  • To develop in candidates the ability to design, construct and present a financial plan, and make recommendations to clients
Course Outline:

The Chartered Financial Consultant program consists of 8 modules:

  • ChFC01: Fundamentals of Financial Planning and Investments
  • ChFC02: Risk management, Insurance and Retirement Planning
  • ChFC03: Tax, Estate Planning and Legal Aspects of Financial Planning
  • ChFC04: Investment Planning
  • ChFC05: Plan Construction, Practice Standards and Ethics
  • ChFC06: Planning for Business Owners and Professionals
  • ChFC07: Wealth Management and Financial Planning
  • ChFC08: Financial Planning Applications

LIA CPD Hour:
Module 1-5: 20 CPD hr per module (18 tutorial hr + 2 exam hr) (50% Knowledge, 50% Skills)
Module 6-7: 22 CPD hr per module (18 tutorial hr + 4 exam hr) (50% Knowledge, 50% Skills)
Module 8: 19 CPD hr (16 tutorial hr + 3 exam hr) (50% Knowledge, 50% Skills)