CHS
Requirements for CHS Designation
- CHS candidates must successfully complete both Designation Courses (303 & 504) and the Financial Planning Fundamentals for Health Insurance Professionals Program (505)
- Once you have successfully completed all three courses, you must complete a CHS Designation Holder’s Agreement form, pay all necessary fees, and submit your completed Designation Holder’s Agreement form to The Institute in order to hold yourself out as a CHS designation holder.
- If you are a CLU designation holder, you are exempt from the Financial Planning Fundamentals for Health Insurance Professionals Program (505) requirement. However, you must register for both of the Designation Courses (303, 504).