The Certified Health Insurance Specialist (CHS) designation was established in 2011 by The Institute for Advanced Financial Education (The Institute) to raise the bar on professional standards and practice methods of financial advisors in the health insurance sector, and to provide designation holders with expertise in this specialized field.
Advocis is proud to be the education provider for the CHS — the only health insurance focused designation in Canada — which strategically positions financial advisors to meet the growing market demand for informed living benefits advice. The CHS designation is conferred exclusively by The Institute, the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer, and Living Benefits.
CHS students must successfully complete both core courses to earn the CHS Designation.
303 – DISABILITY INCOME INSURANCE – INDIVIDUAL & GROUP
This course provides a comprehensive description of the living benefits programs and products that address disability and health risks for individuals in personal and business situations. Topics include the nature of the disability insurance risk, disability insurance policy provisions, head office product design and pricing, and special risk products for disability insurance.
504 – CRITICAL ILLNESS, LONG-TERM CARE & GROUP LIVING BENEFITS
This course provides a comprehensive review of two special living benefits products – critical illness and long-term care, while considering key topics such as product design, pricing, marketing, underwriting and claims. Group living benefits are examined within the context of providing protection to employees in the workplace, short-term and long-term disability insurance, dental and health insurance, and flexible benefit as well as employee assistance programs.
CHS students must successfully complete one of the following elective courses in the Advocis CFP®Certification Program* to earn the CHS Designation. Students that already have either the CFP or CLU designations and are in good standing are exempted from the elective.
FP241 — FINANCIAL PLANNING FOUNDATIONS
FP242 — TAXATION AND INVESTMENT PLANNING
FP243 — RETIREMENT INCOME PLANNING
FP244 – INSURANCE AND ESTATE PLANNING
** FinanceCoach.Ca provides guidance to course participants to be sufficiently prepared to write the CSC designation examination. The estimated number of 100 - 120 hours is the average a participant could possibly expect to spend coaching for the course and would require an additional 30-40 hours of reading. Please note that these are only recommended hours of study developed based on research and the course content taught, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.
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