The Fraternal Financial Services Counselor (FFSC) designation is the next step in your advising journey after you have completed your FIC and/or FICF designations. Earning the FFSC broadens the scope of your expertise outside of insurance and expands your professional portfolio. The content you will learn is focused on securities and the long-term wealth management of your clientele.
The FFSC is not yet available but will be soon. In the meantime, learn more about earning insurance CE credits with Kaplan. With just one easy subscription, we give you unlimited access to all the online courses you'll need to satisfy your CE requirements. Click here to find CE courses for your state.
Principles of Retirement Planning
This course familiarizes agents with the retirement planning market and the retirement planning process by covering three main areas: analyzing and identifying retirement income needs and how to address those needs; health care and health insurance options; and estate and distribution planning. Topics include needs analysis, Social Security, life insurance and annuities, investment products, qualified plans and IRAs, plans for small business owners, long-term care, and wealth distribution.
Investing Retirement Assets
Numerous factors must be taken into account to formulate suitable strategies for investing retirement assets for today's retirees. This course provides an introduction to distributions from tax qualified retirement plans, as well as an overview of principles of asset allocation that may be appropriate for a retired or retiring client.
Retirement Income Strategies
Retirees need to stretch their assets for 20 to 30 years or more. Savvy distribution planning can help. Learn when to tap different asset categories and how taxable funds differ from tax-free and tax deferred funds. Manage your client's risk so they won’t outlive their resources.
Financial Planning Process
Get clued into the financial planning process and the financial services industry. This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.
*Diplomas are printed directly through the Fraternal Portal’s Administrator. Lapel pins are provided after completion of the FFSC Designation from the Authorized Portal Administrator.
To successfully complete the FFSC program, all new candidates must meet the following qualifications:
Applying for an Exam
Exam Administration and Proctoring Rules
Fraternal Financial Services Counselor
The College For Financial Planning's LUTCF® Professional Designation
The American College's Financial Services Certified Professional FSCP®
The distinguished FFSC designation is an advanced certification awarded by the FFMA to only those field representatives who have shown the highest levels of dedication required to achieve knowledge in the areas of financial products and services.