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Who is a Chartered Special Needs Consultant?

The American College of Financial Services provides financial services professionals with the technical, collaborative and quantitative skills necessary to help clients with special needs through the Chartered Special Needs Consultant® (ChSNC®) designation. The ChSNC® is the only credential on the market designed to provide special needs families with an advisor competent to address their unique concerns.

ChSNC® designees are equipped with the specialized skills needed to help parents and caregivers plan for the future with honesty, ethics and compassion. A ChSNC® can navigate the unique considerations, estate planning, special needs trusts, life insurance, tax deductions, healthcare issues, Medicaid complexities, and the emotional aspects of providing for a loved one with a disability.

That robust planning foundation is expanded through the specialized content of three courses that narrow and sharpen their focus on the needs of people with disabilities and other special needs.