The Premiere College and Student Loan Advising Designation and Education program for professionals who possess one of the following credentials/degrees/licenses :

  • CPA | PFS | CFP | ChFC | EA | AFC | FPQP

  • MS in Taxation | LLM in Taxation

  • Series 65 License

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CCFCs have been featured in the following media outlets

CERTIFIED COLLEGE FINANCIAL CONSULTANT

Benefits

 
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KNOWLEDGE

CCFC Designation holders must possess either the CPA, PFS, CFP, 

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CE CREDITS

Eligible for 10 CE Credits approved by the CFP Board and the program is designed to be completed in approximately 10-15 hours. 

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RESOURCES

Unlimited access to PowerPoint Presentations, Planning Checklists, Report Templates, Calculators, and More!

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COMMUNITY

Unlimited access to private discussion forums where you can discuss the latest planning strategies and client cases with fellow CCFCs and your instructor as well!

Requirements

CERTIFIED COLLEGE FINANCIAL CONSULTANT

Requirements

EXPERIENCE

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CCFC designation holders must complete a comprehensive course online and receive a passing score of at least 70% on all respective assessments.

EDUCATION

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CCFC designation holders must complete a comprehensive course online and receive a passing score of at least 70% on all respective assessments.

CODE OF ETHICS

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CCFC designation holders must adhere to a Code of Ethics founded on the principles of integrity, objectivity, competence, fair treatment, privacy, professionalism, and diligence

CONTINUING EDUCATION

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CCFC designation holders must complete a comprehensive course online and receive a passing score of at least 70% on all respective assessments.

CERTIFIED COLLEGE FINANCIAL CONSULTANT

Education Course Topics

EDUCATION FUNDING

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FINANCIAL AID PLANNING

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STUDENT LOAN ADVISING

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CLIENT-TAILORED STRATEGIES

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CERTIFIED COLLEGE FINANCIAL CONSULTANT

Live and Free CPA CPE 

PLANNING FOR HIGHER EDUCATION EXPENSES

Date: April 22, 2020

Time: 8:00 - 9:00 AM EST

Location: CPA Academy Webinar

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EDUCATION PLANNING FOR THE NEXT DECADE: PRACTICAL STRATEGIES FOR SUCCESS

Date: June 23, 2020

Time: 8:00 - 9:00 AM EST

Location: CPA Academy Webinar

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PLANNING FOR ALL GENERATIONS: WHAT ADVISORS NEED TO KNOW ABOUT STUDENT LOANS

Date: September 22, 2020

Time: 8:00 - 9:00 AM EST

Location: CPA Academy Webinar

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EDUCATION PLANNING FOR BUSINESS OWNERS AFTER THE TCJA

Date: December 15, 2020

Time: 8:00 - 9:00 AM EST

Location: CPA Academy Webinar

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CERTIFIED COLLEGE FINANCIAL CONSULTANT

CCFC vs Other Designations

*The CCFC designation does not entitle or allow individuals to provide any services for which they were not eligible to perform prior to earning the right to use the CCFC designation marks. The CCFC designation does not enable individuals to practice public accounting, provide tax advice, provide legal advice, provide investment advisory services, or provide financial planning services in any capacity.  

Have Questions?
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