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CFP: To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
ChFC: The ChFC® designation is awarded by The American College of Financial Services to individuals who complete a comprehensive financial planning curriculum and examinations covering topics such as retirement, tax, insurance, estate, and investment planning, and who agree to adhere to a code of ethics and continuing education requirements.