Investments & Wealth Institute Members
Please submit the application form below if you previously completed the College and Student Loan Planning Essentials certificate program offered by the Investments & Wealth Institute
Offering the Premiere
Education Funding
Education Tax Planning
Financial Aid Planning
Student Loan Advising
Designation Program for Advisors and Financial Professionals
Who Can Become a Certified College Financial Consultant?
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.
Part 1
Education Course
CCFC designation holders must complete a rigorous yet engaging online course that can be completed at their own pace through our innovative learning platform, which also works extremely well on mobile devices and tablets.
Additionally, PDF versions of the learning materials are available for offline viewing as well!
- Asynchronous
- Audio, Video, Text, Interactive Content
- 5 Modules | 20 Lessons
- 100 Multiple Choice Questions
Education Course Curriculum
Theoretically Sound, Practically Applied
5 Modules
Part 2
Code of Ethics
CCFC designation holders must sign and abide by a Service and Fiduciary Oath in order to maintain their certification and remain in good standing with the AICCFC. Each CCFC designation holder must also operate under the following principles:
- Integrity
- Objective Advice
- Competence
- Fair Treatment
- Privacy
- Professionalism
- Diligence
Part 3
Final Examination Interview
After completing the course, candidates are required to successfully pass a proctored final interview examination, which is designed to be completed in less than 45 minutes via video conference.
- 7 Questions | 4 Case Studies
- 45 Minutes
- Proctored Video Responses
- Available 24/7
CONTINUOUS ACCESS TO UPDATED COURSE CONTENT AND AN EGAGING
Community Forum and Resource Center
Connect with Individuals, Families, and Graduates Looking for Help!
Active CCFCs in good standing are listed in our "Find a CCFC" directory where prospective clients can search for a qualified advisor by areas of specialization, other certifications they possess, or location!
Take Me to the Directory!
Frequently Asked Questions
$899. This is a one-time cost that enables you to complete the education course requirements to become a CCFC, receive CE credits, and gain access to the community forum and resource center.
The CCFC Education Course should take approximately 15-20 hours on average to complete. Applicants can move through the program at their own pace and they must complete the program within 12 months of enrollment. After 12 months, they will be charged $149 per year to maintain access to the program.
CCFC designation holders who possess one of the approved prerequisite professional designations must complete 4 hours of continuing education on an annual basis. All other CCFC designation holders must complete 15 hours of continuing education on an annual basis.
$149 / year. This annual recurring fee allows advisors to maintain their CCFC Designation and allows for continuous access to the community forum, resource center, and course content updates.
Applicants who successfully complete the CCFC Designation Program will earn 15 CE Credits that are approved by the CFP Board. The program may also qualify for CPA CPE depending on each state's guidelines and regulations.
Advisors and financial professionals who successfully complete the College and Student Loan Planning Essentials certificate program offered by the Investments & Wealth Institute and meet one of the prerequisites (professional designation, relevant education and experience, etc.), are able to pay $199 and sit for the final examination interview in order to fast track their way to becoming a CCFC.
Interested and qualified applicants should submit an application form using the button below in order to start the process.
Education Funding
6 Lessons
14 Assessment Questions
Financial Aid Planning
4 Lessons
22 Assessment Questions
Planning with Education Tax Deductions and Credits
2 Lessons
12 Assessment Questions
Student Loan Advising
3 Modules
25 Assessment Questions
Practical Planning Strategies
5 Lessons
27 Assessment Questions