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Certified College Planning Specialist (CCPS)

Searching for CCPS training? Then you've come to the right place!

ABTrainingCenter.com offers CCPS training and certification courses for those individuals interested in earning the prestigious Certified College Planning Specialist designation.

The Certified College Planning Specialist (CCPS) designation is the nation's first and only professional certification program for experienced financial planners and advisors who wish to assist families in reducing the financial impact of sending children to college.

The purpose of the CCPS certification program is to provide designees with the knowledge and resources necessary to start and manage a successful college planning advisory practice. The CCPS certification is a symbol of knowledge, experience, expertise, and professionalism that will surely differentiate you from other financial advisors.


Curriculum

The CCPS is accomplished through self-study; candidates will receive a textbook that covers the entire curriculum. Candidates must pass the comprehensive competency tests associated with each of the following three modules:

I. Paying for College
  • 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.)
II. Saving for College
  • 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
III. Advanced College Funding Strategies
  • 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

Examination Requirements

The competency test for each of the three modules is a 30-minute, 40 question, web-based examination. Candidates must answer at least 70% (28 out of 40) of the questions correctly to pass, with test results provided immediately upon the completion of each exam.

Candidates may take the tests at the completion of each module or all at once. The cost of the testing is included in the price of the Program registration. If the candidate does not pass one or more of the modules, he or she will be required to pay a $75 re-test fee.


Additional Requirements

Candidates must ensure that securing, maintaining, and promoting the CCPS Certification is fully compliant with all of their firm’s internal operating policies and procedures. Additionally, candidates must meet one of the following pre-qualifying criteria before entering the certification program:
  • 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

Ongoing Designation Requirements

Designees are required to meet these annual requirements to keep their CCPS Certification active:
  • Complete 24 hours of Continuing Education credits per year; the year runs from January 1st through December 31st
  • Submit a certification renewal fee of $95 (included in the $295 annual NICCP membership dues; NICCP membership dues are waived the first year for CCPS program registrants)
  • Adhere to the CCPS Code of Ethics

Recommended Courses & Available Training Options

ABTrainingCenter.com offers the required curriculum study materials for earning the CCPS designation.

Simply select either of the recommended courses below, or search under "Licensing/Designations" in the search box thereafter for "CCPS - Certified College Planning Specialist".


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