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Chartered Financial Engineer (ChFE)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization The Financial Engineering Institute
Qualification and Training Requirements
Prerequisites Candidates must meet the following requirements:
  • Complete an interview process
  • Have a minimum of ten years of financial planning experience.
  • Be registered and in good standing with any applicable regulatory organization
  • Hold at least one of the following professional designations: AEP, CEP, CFA, CFP, CIC, CLU, ChFC, CPA, CSA, PFS, JD
Designation Training Requirements Three-day classroom ChFE Institute course
Designation Exam Type Final certification exam (proctored, closed book)
Continuing Education Requirements 20 hours every two years
Verification and Complaints
Online Designation Resource None
Investor Complaint Process None
Published List of Disciplined Designees None