Chartered Financial Consultant, Chartered Life Underwriter

Chartered Financial Consultant® (CH.F.C.®)

The Chartered Financial Consultant® (CH.F.C.®) designation is a financial planning designation that specializes in wealth accumulation and retirement planning. A CH.F.C.® designation holder is an expert in retirement planning and capital accumulation strategies. It is granted in Canada by The Institute for Advanced Financial Education.

Chartered Life Underwriter® (CLU®)

The CLU® designation is an internationally recognized credential for professional financial advisors specializing in advanced planning areas of wealth transfer and estate planning for individuals, business owners and professionals. The CLU® designation, granted in Canada by The Institute for Advanced Financial Education, is Canada’s premier wealth and estate planning designation. A CLU® professional is qualified to help you with estate planning, wealth transfer, income replacement, risk management and succession planning.

  • The CH.F.C.® and CLU® designations represent the financial planning profession’s educational standards. It is to your benefit when choosing a financial planner, that they hold these designations. It also ensures that the Code of Ethics and Continuing Education standards are met.