ChFEChartered Financial Engineer
- Credentials (Letters): ChFE
- Credentials (Full Name): Chartered Financial Engineer
- Type of Knowledge: Finance
- Sponsor for Credential: The Financial Engineering Institute, LLC
- Sponsor/Credential Website: https://www.thefei.com/
Program Information
- Prerequisites: Complete an interview process; Current license and 10 years of experience; Hold at least one of the following professional designations: AEP, CEP, CFA, CFP, CIC, CLU, ChFC, CPA, CSA, PFS, JD; Be registered and in good standing with any applicable regulatory organization
- Curriculum: 3 day graduate course
- Type of Study: Classroom
- Estimated Completion Time: 3 days
- Examination Requirements: Final certification exam (proctored, closed book)
- Continuing Education Requirements: 20 hours every 2 years
Investor Functions
- Advisor Look-Up: None
- Investor Education: None
- Telephone: 888-884-3332
- Email: nickg@thefei.com
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.