CHARTERED SPECIAL NEEDS CONSULTANT - The American …

ChSNC?

CHARTERED SPECIAL NEEDS CONSULTANT?

PLANNING FOR FAMILIES WITH SPECIAL NEEDS

Families with unique financial and life planning needs require an advisor with expertise they can trust. The Chartered Special Needs Consultant? (ChSNC?) designation provides financial services professionals with the technical, collaborative and quantitative skills necessary to help clients with special needs.

GLOBALLY, THERE ARE MORE THAN 1.3 BILLION PEOPLE WITH A DISABILITY

Caregivers are overwhelmingly concerned about outliving their retirement income; 55 percent report they are unaware how to establish a lifetime financial plan for their special needs dependent.

The ChSNC? is the only credential on the market focused on providing financial services for this expanding, underserved population.

What is the ChSNC??

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.

Who should consider the ChSNC??

Financial planning professionals who want to take their existing expertise and apply it to this curriculum to enhance the quality of life of families with special needs will benefit from the ChSNC? designation. The ChSNC? is targeted as an advanced designation for experienced and dedicated planners who want to serve this market, either as a portion or the majority of their book of business.

In addition to completing the coursework, a ChSNC? designation holder must meet professional and/or educational experience requirements.

Families and caregivers of persons with special needs require the support of a financial professional who is well versed in such unique issues as:

? Special education ? Family dynamics ? Emotional and language

considerations ? Disability law ? Special needs trusts

? L ife insurance ? Government benefits ? The ABLE Act ? Estate planning ? Retirement planning

for three people

The ChSNC? brings together the expertise of lawyers, financial planners and psychologists to give designation-holders a comprehensive understanding of the needs of their clients.

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