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BECOME THE "GO TO" COLLEGE AND STUDENT LOAN PLANNING RESOURCE FOR YOUR CLIENTS

Certified College Financial Consultant (CCFC)

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

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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:

  • 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)

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Learn Move About What it Takes to Become a CCFC

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ARE YOU A PARENT OR RECENT GRAD WHO NEEDS HELP?

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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)

 

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