Fairfield County, Connecticut (PRWEB) May 04, 2023 -- The American Institute of Certified College Financial Consultants (AICCFC) is excited to announce that the CCFC designation is now an approved designation for Cetera advisors. The CCFC designation can help Cetera advisors differentiate themselves and deepen their understanding on the complex topics of education funding, financial aid planning, and student loan advising. CCFCs are currently represented throughout 28 states and 75% of designation holders also hold the CPA, CFP®, or ChFC® designations. The AICCFC is ready and looking forward to working with all new applicants to the program.
“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,” shares Scott Winslow, MSFS, ChFC®, CLU®, RICP®, CCFC, a fellow Cetera advisor and member of the AICCFC Advisory Board. Many CCFC designation holders have expressed their gratitude to the program for its focus on all aspects of college financial planning.
The AICCFC values Cetera’s support of their independent financial professionals and institutions, believing it to be crucial to the financial services industry. Cetera’s recognition of the CCFC designation is a demonstration of that support.
About the American Institute of Certified College Financial Consultants (AICCFC)
Founded in 2017, the AICCFC’s mission is to educate and certify advisors and financial professionals in the areas of college and student loan advising. The CCFC credential is issued to those who meet education, examination, experience, and continuing education requirements. Furthermore, applicants who successfully complete the CCFC designation program earn 15 CE Credits that are approved by the CFP® Board.
“Whether an advisor is working with parents of a high school senior to help analyze and review complicated financial aid award letters, or a recent college graduate to develop an optimal student loan repayment strategy, or a grandparent who is looking to plan for higher education expenses for multiple grandchildren in the most tax-efficient manner, the CCFC designation program covers practical and academically sound strategies for clients of all ages and across the wealth spectrum. As more advisory practices focus on building teams that are comprised of advisors who specialize in areas such as investments, retirement, tax, and estate planning, adding a college and student loan planning expert to the team should be a top priority for all firms, especially if they want to attract and retain the next generation of clients,” states Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, who developed the curriculum for the online education course that is part of the CCFC curriculum and currently serves on the AICCFC Advisory Board. Dr. Riskin also serves as Chief Learning Officer at the Investments & Wealth Institute and previously acted as an Associate Professor of Taxation and the Director of the ChFC® Education Program at the American College of Financial Services. His mastery of college planning, student loan advising, and tax planning may be further observed in his work published within the Journal of Financial Planning, Journal of Wealth Management, Journal of Accountancy, Journal of Multistate Taxation and Incentives, and Tax Notes, as well as “The Adviser’s Guide to Education Planning,” which is published by the AICPA Personal Financial Planning Section.
Visit http://www.aiccfc.org to enroll or learn more, and follow on LinkedIn for updates.
About Cetera Financial Group®
An at-scale wealth hub, Cetera Financial Group (Cetera) offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera instead creatively addresses advisors’ and institutions’ unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Cetera’s approach empowers advisors to affiliate in whichever way they deem most appropriate. During the professional life cycle of their practice, the Cetera wealth hub helps to ensure each advisor’s affiliation model identifies and ignites growth levers in a way that helps increase the value of their practice, people, and legacy. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced advisor tech stack and importantly, an experience where financial professionals don’t feel like a number, but an integral part of Cetera’s rich and thriving ecosystem.
Home to more than 8,000 financial professionals and their teams, Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, as of December 31, 2022. In a recent advisor satisfaction survey of more than 14,000 reviews, Cetera’s Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it’s ranked 4.7 out of 5 stars.
Visit http://www.cetera.com, and follow Cetera on LinkedIn, YouTube, Twitter and Facebook.
“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms are FINRA/SIPC members. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Nicole Carpenter, American Institute of Certified College Financial Consultants (AICCFC), https://www.aiccfc.org/, 1 2036409868, [email protected]
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