CCFC Certification

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After completing the CCFC Education Program, you will be more knowledgeable than 99% of financial planners and advisors in the field, which will allow you to stand out from the pack and provide practical guidance and solutions for your clients immediately!

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After completing the CCFC Education Program, you will have unlimited access to the Resource Center, which includes PowerPoint Presentations, Planning Checklists, Report Templates, Calculators, and More!

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After completing the CCFC Education Program, you will have access to the private member-only discussion forum where you can discuss the latest planning strategies and client cases with fellow CCFCs and your instructor as well! 

The CCFC Certification program is currently undergoing revisions due to the passage of the TCJA and SECURE Act, and will be relaunched in April 2020. Please feel free to submit an application form now and you will be notified when the re-designed educational experience is available.  

Annual Renewal Fees

Designation Only: $149

Designation, Private Forum Access, Resource Center: $349


What Topics are Covered in the CCFC Program?

  • Education Funding

  • Financial Aid Advising

  • Education Tax Deduction and Credit Planning

  • Education Loan Advising

  • Education Planning for High Net Worth Individuals

  • Education Planning for Business Owners

  • Education Planning for Divorced and Divorcing Couples

  • Education Planning for Grandparents

  • Academic and Admissions Planning



How Long will it Take Me to Complete the CCFC Program?

  • The CCFC Education Program should take approximately 15 hours on average to complete.

  • Applicants can move through the course at their own pace and there is no deadline for when they must finish the program.


What is the Online Course Experience Like?

  • The online course experience is comprised of engaging video lectures with resource downloads and multiple choice quizzes at the end of each lesson that require students to score above a 70% in order to successfully complete the course.

  • PDF outlines of each lesson are also provided for those who learn best by taking notes or wish to learn offline as well.


Can I Earn CPE Credit for this Program?

  • Applicants who successfully complete the CCFC Education Program will earn 7 CPE Credits that are approved for CFP and PFS continuing education requirements. 

*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.