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Prepare for the road ahead

About William S. Rumble

William S. Rumble holds the Chartered Financial Consultant® (ChFC) designation. The program focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.

The ChFC program provides financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Candidates must pass an examination for the following six required courses and two elective courses to earn the ChFC designation:


Required Courses

  • Financial Planning: Process and Environment
  • Fundamentals of Insurance Planning
  • Income Taxation
  • Planning for Retirement Needs
  • Investments
  • Fundamentals of Estate Planning

Elective Courses

  • The Financial System in the Economy
  • Estate Planning Applications
  • Financial Decisions for Retirement
  • Financial Planning Applications

As a general rule, candidates should plan to spend 50-70 hours studying for each course. The program can be completed as quickly as a candidate desires, but most students complete their designation requirements within 15-24 months.

Each exam is a two-hour, 100 question, computer-administered exam. National exams are given throughout the year at local testing centers

Candidates must meet experience requirements and ethical standards, including three years of business experience immediately preceding the date of use of the designation are required; an undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience and, when using formal education as qualifying experience, the remaining two years must immediately precede the date of the award.

Each designee who falls in one of the following categories must complete 30 hours of continuing education every two years.


  • Accident & Sickness
  • Life                                          AL, CA (No. 0H01689), GA, FL, SC, TN
  • Variable Products

Securites Licenses:

  • Series 7
  • Series 66



Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck