1
Possess an approved professional designation or demonstrate sufficient education and experience
2
Successfully Pass Self-Study Course and Final Interview Examination
3
Abide by the AICCFC Code of Ethics
4
Meet Continuing Education Requirements
CCFC Program Prerequisites
Candidates who possess one of the following professional designations or who can provide evidence of sufficient relevant education and experience deemed satisfactory by the AICCFC:
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Certified Public Accountant (CPA)
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Certified Financial Planning (CFP)
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Chartered Financial Consultant (ChFC)
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Certified Private Wealth Advisory (CPWA)
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Certified Investment Management Analyst (CIMA)
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Retirement Management Advisor (RMA)
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Accredited Financial Counselor (AFC)
CCFC Education Course
Candidates who possess one of the following professional designations or who can provide evidence of sufficient relevant education and experience deemed satisfactory by the AICCFC:
-
Certified Public Accountant (CPA)
-
Certified Financial Planning (CFP)
-
Chartered Financial Consultant (ChFC)
-
Certified Private Wealth Advisory (CPWA)
-
Certified Investment Management Analyst (CIMA)
-
Retirement Management Advisor (RMA)
-
Accredited Financial Counselor (AFC)