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

Qualified advisors and financial professionals who have successfully completed the

College and Student Loan Planning Essentials Certificate Program from the

Investments & Wealth Institute are able to fast-track their way to becoming a

Certified College Financial Consultant (CCFC)!

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Step 1

Meet the Prequisites

CPA | CFP® | CHFC® | CPWA® | CIMA® | RMA® | AFC®

Step 2

Submit an Application Form

Step 3

Enroll in the Program and Submit Payment

$199 INITIAL | $149 ANNUAL

Step 4

Pass Final Interview Examination

1 HOUR | 4 CASE STUDY QUESTIONS
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Padric Scott

CFP®, ChFC®, CLU®, WMCP®, CCFC

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Mark Cecchini

CFP®, CCFC

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Jamie Bosse

CFP®, RFC®, CCFC

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Robert Falcon

CPA/PFS, CFP®, CCFC

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STEPS TO BECOMING

A CCFC

MEMBER BENEFITS

Just a few additional perks and resources that come with being a CCFC!

LIFETIME

Access to Course Content Updates

Pass Final Interview Examination

Remaining Requirements to Meet

$199

Initial Program Enrollment Cost* 

$149

Annual Renewal

Fee

HELPING FAMILIES REACH THEIR EDUCATION AND RETIREMENT PLANNING GOALS

STRATEGIC PARTNERS

The missions of and offerings provided by the following organizations align with the values supported by the AICCFC. We encourage you to click on the images below to learn more about our strategic partners and how they are supporting the initiatives of the AICCFC as we strive to reach our ultimate goal of helping individuals and families make smarter financial decisions around paying for college.

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Offering certifications, conferences, publications, and continuing education opportunities for advisors

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Graduating

ARE YOU A PARENT OR RECENT GRAD WHO NEEDS HELP?

Click on this button to find a CCFC who is willing and ready to assist you with your education planning needs. 

AICCFC ADVISORY BOARD

These individuals are dedicated to ensuring the quality of the educational content in the CCFC designation rogram remains at the highest level and that the value of the resources provided to members remains practical and relevant!