Certified Health Insurance Specialist (CHS™) Designation Program

Certified Health Insurance Specialist (CHS) Course 1

$ 250 + applicable taxes for Advocis Members.
Non members pay $450 + applicable taxes.
  • Practice module exam
  • Grades tool to keep track of your progress
  • 2-year window for completion of full CHS program

Certified Health Insurance Specialist™ (CHS™) Designation Program

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 the only education provider for the CHS designation. The CHS is 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, Wealth Transfer, and Living Benefits. CHS designation holders put clients’ interests first and ensure clients’ financial needs and objectives are fulfilled through the financial planning process.

Financial Planning Fundamentals for Health Insurance Professionals Program – 505. CHS Course 1.
  1. 1. CHS candidates must successfully complete both Designation Courses (303, 504) and the Financial Planning Fundamentals for Health Insurance Professionals Program (505) and the Final Comprehensive Exam.

  2. 2. Once you have successfully completed all three courses you must complete a CHS Designation Holder’s Agreement form and submit to The Institute in order to hold yourself out as a CHS designation holder.

  3. 3. 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 the Core Courses (303, 504).

The CHS designation must be renewed annually with The Institute. This renewal includes an application process known as a “designation renewal” for the continued right to use the CHS marks and license. The Continuing Education (CE) requirements included within the annual renewal is completing 10 CE credits (one of which must be from a recognized ethics program).