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The Premiere College and Student Loan Advising Designation and Education program for professionals who possess one of the following credentials/degrees/licenses :
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CPA | PFS | CFP | ChFC | EA | AFC | FPQP
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MS in Taxation | LLM in Taxation
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Series 65 License
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CCFCs have been featured in the following media outlets
The AICCFC has Strategic Partnerships with the following organizations
CERTIFIED COLLEGE FINANCIAL CONSULTANT
Benefits
KNOWLEDGE
Become the "go to" advisor for all things related to education funding, financial aid planning, and student loan advising.
CE CREDITS
Eligible for 15 CE Credits approved by the CFP Board and the program is designed to be completed in approximately 15 hours.
RESOURCES
Unlimited access to PowerPoint Presentations, Planning Checklists, Report Templates, Calculators, and More!
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
CCFC designation holders must possess either the CPA, PFS, CFP, ChFC, EA, AFC, or FPQP Designations, an MS or LLM in Taxation, or a Series 65 License.
EDUCATION
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
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
CCFC designation holders must complete 4 hours of continuing education on an annual basis. This continuing education is provided for free through quarterly webinars.
CERTIFIED COLLEGE FINANCIAL CONSULTANT
Education Course Topics
EDUCATION FUNDING
FINANCIAL AID PLANNING
PLANNING WITH EDUCATION TAX DEDUCTIONS AND CREDITS
STUDENT LOAN ADVISING
PRACTICAL PLANNING STRATEGIES
CERTIFIED COLLEGE FINANCIAL CONSULTANT
Live and Free CPA CE
PLANNING FOR HIGHER EDUCATION EXPENSES
Date: April 22, 2020
Time: 10:00 - 11:00 AM EST
Location: CPA Academy Webinar
EDUCATION PLANNING FOR THE NEXT DECADE: PRACTICAL STRATEGIES FOR SUCCESS
Date: June 23, 2020
Time: 10:00 - 11:00 AM EST
Location: CPA Academy Webinar
PLANNING FOR ALL GENERATIONS: WHAT ADVISORS NEED TO KNOW ABOUT STUDENT LOANS
Date: September 22, 2020
Time: 10:00 - 11:00 AM EST
Location: CPA Academy Webinar
EDUCATION PLANNING FOR BUSINESS OWNERS UNDER THE TCJA
Date: December 15, 2020
Time: 10:00 - 11:00 AM EST
Location: CPA Academy Webinar
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.