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1. Meet the 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 Planner (CFP)

  • Chartered Financial Consultant (ChFC)

  • Certified Private Wealth Advisor (CPWA)

  • Certified Investment Management Analyst (CIMA)

  • Retirement Management Advisor (RMA)

  • Accredited Financial Counselor (AFC)

Candidates who do not possess one of the above designations must provide evidence of sufficient education and experience to be deemed satisfactory by the AICCFC.

2. Pass the Education Course

Candidates must complete a comprehensive interactive self-paced online course and receive a passing score of at least 80% on all respective assessments (100 MC questions in total). The Education course covers the following modules:

  • Education Funding

  • Financial Aid Planning

  • Planning with Education Tax Deductions and Credits

  • Student Loan Advising

  • Practical Planning Strategies

3. Pass the Final Interview Examination

The final interview examination is conducted via video conference with a live recording function. The candidate is tested on their knowledge and ability to respond to seven questions including four client case studies that correspond to topics from any of the five lesson modules covered in the education course. Satisfactory responses to three out of the four client case studies will result in the candidate passing the exam.

4. Abide by the Code of Ethics

5. Engage in the Forum and Resource Center

CCFC designation holders must adhere to a Code of Ethics founded on the principles of integrity, objectivity, competence, fair treatment, privacy, professionalism, and diligence in order to maintain their certification and remain in good standing with the AICCFC.

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6. Meet Continuing Education Requirements

CCFC designation holders who possess one of the approved prerequisite professional designations must complete 4 hours of relevant continuing education on an annual basis.  All other CCFC designation holders must complete 15 hours of relevant continuing education on an annual basis.



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