Your Colleagues Have Spoken
See what other advisors in the industry have to say about the value of this education program and pursuing the CCFC Designation!
"The CCFC Designation is easily one of the most valuable and relevant designations available to planners today. I would strongly recommend other financial planners expand their competence in this much needed space with the CCFC!"
Padric Scott, MSFP, AEP, CFP, CAP, CLU, WMCP, ChFC, CCFC
Crossroad Capital Partners
"The CCFC program is a terrific educational experience that truly fills in the gaps leftover by other designation programs. The CCFC designation has provided the skills and resources to help our clients build a bridge between sending their kids to college and retirement funding."
Scott Winslow, MSFS, ChFC, CLU, RICP, AEP, CCFC
Nabell Winslow Investments
"The CCFC Education Course is one of the best certification courses I have ever taken. Clear and Expert Information added a great deal to my knowledge and helped me better help my clients."
Victoria Lowell, CDFA, CCFC
Morgan Stanley
"The CCFC education course was a great experience. Every advisor could benefit from the lessons on student loan advising and tax deductions and credits. With the costs of college having such a tremendous impact on family finances and retirement planning, this knowledge is a must-have. I am excited to be an active part of the CCFC community."
Chuck Bates, CCFC
The Advocates
"I couldn't be happier with the process to become a Certified College Financial Consultant (CCFC)! The content of the program was extremely detailed and informative. There are a number of benefits that my current and future clients will receive as a result of me completing this program. I would recommend the CCFC Designation to any of my industry colleagues!"
Mark Cecchini, CFP, CCFC
Quadrant Capital
"I love having a resource at my fingertips with up-to-date information on the education funding process with tips and techniques for various family situations. What an amazing value add to help clients navigate this important phase of life with their children."
Jamie Bosse, CFP, RFC, CCFC
CGN Advisors, LLC
"I found the CCFC Education Course to be a great resource to increase my knowledge above and beyond the CFP® curriculum. The depth of content was exactly what I was looking for as an advisor who has a network of families approaching their college years."
Scott Kawecki, MBA, CCFC
NTX College Financial Consulting, LLC
Becoming Certified:
- Meet Program Prerequisites
- Complete Education Course
- Pass Final Examination Interview
- Abide by AICCFC Code of Ethics
- Meet Continuing Ed Requirements
CCFC Designation Program Prerequisites
CCFC Education Course Topics
5 Lessons | 20 Modules | 40 Learning Objectives | 100 MC Questions
Education Funding
- Education Funding Vehicles (529 plans, CESAs, Roth IRAs, UTMA/UGMA, etc.)
- Solving for How Much to Save
Financial Aid Planning
- Financial Aid Methodologies (FAFSA and CSS Profile)
- Financial Aid Award Letter Analysis and Appeals
Tax Planning
- American Opportunity Tax Credit
- Lifetime Learning Credit
- Student Loan Interest Deduction
- Coordinating Tax-Free 529 Plan Distributions
Student Loan Advising
- Federal and Private Education Loan Options
- Federal Income-Driven Repayment Plans (IBR, ICR, PAYE, SAVE)
- Education Loan Forgiveness Programs (IDR, PSLF)
Practical Planning Strategies
- High Income and High-Net-Worth Individuals
- Divorced, Blended, and Modern Families
- Business Owners
- Grandparents
Assessing Your Knowledge Like a Client Would.
Not in a Testing Center...
Say goodbye to test center anxiety and say hello to a new way to assess your understanding of the program material. The final interview examination is conducted via video conference with a live recording function. You will be tested on your 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.