Certified College Planning Specialist (CCPS)

• Financial aid overview
  
• Student resources, grants, scholarships
  
• Work-study
  
• College loans
  
• Alternative loans
  
• College admission issues
  
• Advanced financial aid topics (EFC worksheet, Federal vs. Institutional Formulas, etc.)

• Section 529 qualified tuition programs
  
• Coverdell education savings accounts
  
• UGMA/UTMA
  
• Roth and traditional IRAs
  
• Savings bonds
  
• Life insurance
  
• Tax efficient mutual funds
  
• Real estate
  
• Associated financial planning considerations

• Academic strategies
  
• Hope and Lifetime Learning Credits
  
• Parent and child tax planning opportunities, implications, and tax capacity
  
• Coordinating investment contributions and withdrawals
  
• Cash flow & creative borrowing strategies
  
• Funding college and retirement at the same time
  
• Parent and grandparent estate planning considerations
  
• Middle and upper income family issues

• Professional certification/designation (CFP, RFC, ChFC, CLU, CEP, CPA, etc.), or
  
• Professional financial licensing (securities, insurance, any state financial license, etc.), or
  
• A combination of education and experience deemed satisfactory by the NICCP Advisory Council

• Not be in violation of the NICCP and CCPS’s Code of Ethics
  
• Have completed 24 hours of approved continuing education courses
  
• Be current on your NICCP membership dues. Note: Your NICCP membership dues includes the $395 CCPS certification renewal fee.

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