HIFE College Planning Program Consultant Agreement

IMPORTANT NOTICE: THE COLLEGE CONSULTANT CERTIFICATION IS NOT AVAILABLE FOR OUR CANADIAN CONSULTANTS AT THIS TIME DUE TO CHANGES WITH WFG CANADA'S REFERRAL PROGRAM.

Also note: If you are with WFG you can become a HIFE Consultant. However, you also need to meet WFG's licensing requirements before you are able to enroll students into our program.
HIFE CCP Consultant Registration & Agreement
This form is for NEW Consultants ONLY. If you have previously registered or been certified with HIFE, please call us at 303-597-0197.
NOTICE: Upon submission of this form you will be redirected to a payment site where you can pay the $49 fee. Consultant training information will be sent within 30 minutes of payment to the email address provided through the payment website.
Consultant web based training instructions:
The HIFE CCP Training will be administered through an online Learning Management System that will guide each participant through the certification process and exam.
In Canada the training will be administed through a digital format.

There is a $49 fee (preferred providers only) to become a College Planning Consultant with the Heartland Institute of Financial Education. The $49 fee includes:

The HIFE College Consultant Online Certification Course

Access to Consultant Information through OneDrive site

Please read the following instructions before continuing on to the Consultant Agreement:
Consultant Certification Process:
1. Upon Submitting this agreement you will be redirected to the Heartland Payment site where you need to pay the $49 training fee.

(Note that access to the online certification course cannot be provided until the fee has been paid.)
2. Within 30 minutes of making payment, an email will be sent to the email account provided on the payment website. This email will contain instructions on how to access the Online Training course. You will have 30 days to complete the Online Training and Exam from the date you receive this email.
3. Upon completing the HIFE Online Certification and successfully passing the Consultant exam you will receive instructions on how to access the CCP OneDrive site which has consultant materials, brochures, presentations and enrollment information.
4. The final step will be to enroll a minimum of 1 student into the HIFE College Coaching Program within one year of the date that you become certified.
Please complete the information on the next page in order to apply to become a HIFE College Planning Program Consultant and register for the online certification course.

HIFE College Coaching Program Consultant Information
First Name*
Middle Name
Last Name*
Do you prefer to go by a different first name? Specify:
Address (Street)*
Suite/Apt #
City*
State/Province*
Zip/Postal Code*
Country*
Office Address
City
State/Province
Zip/Postal Code
Cell Phone Number*
Phone Number
Fax Number
E-Mail Address*
Sponsoring Company (preferred provider)*
Agent Code*
Upline SMD*
Upline CEO or EVC*
Date of Birth*
How did you hear about this Certification?*

Team Member/UplineProvider WebsiteOther
Have you been accused or convicted of a felony?*

No
Are you a registered Sex Offender*

No
If your answer is Yes to the above 2 questions, please contact HIFE at 303-597-0197 to discuss and DO NOT continue to the next page
If you do not wish to participate in HIFE’s monthly text messaging, please select this box.

HIFE CPP College Consultant Agreement
Recitals: The Heartland Institute of Financial Education (HIFE), is a non-profit organization, endorsed by a Consortium of colleges and universities throughout the United States, which specializes in providing college planning and coaching services for select students/families, as well as offering financial wellness education courses for companies and their employees, associations, various other entities and the public. The Consultant will enroll students and provide assistance to families they enroll in the HIFE College Planning Program.
Purpose: HIFE and the consultant believe that by joining forces, they will be able to increase the service that each provides, enhancing college education opportunities for students throughout the United States.
Term: The term of this agreement will continue annually by mutual agreement.
Responsibilities:
HIFE agrees to:
1. Endorse the Consultant as an individual for which HIFE will provide college planning and financial education, funding research and coaching support.
2. Provide necessary research and adequate coaching services to qualified students.
3. Pay the Consultant a predetermined portion of the initial fee charged to qualified students and families for the required research and coaching services.
The Consultant Agrees to:
1. Endorse the Heartland Institute of Financial Education as a non-profit entity which provides college planning and a search for college funding support and opportunities.
2. Endorse HIFE as the only organization which they recommend to families and students for researching and planning for financial support for college educational purposes.
3. Aid the control of research and coaching for students and their families to HIFE.
4. Provide support services to families you enroll.
5. Pay initial certification fee of $49
6. Complete online certification training within 30 days of receiving access to the HIFE online certification course.
7. Meet the minimum requirement of 1 CPP Enrollment per year. If the minimum requirement is not met, the Consultant agrees to pay a recertification fee and complete additional training requirements.
HIFE Refund Policy
As a non-profit organization we greatly appreciate your support of our mission!

However, please be aware that the Heartland Institute of Financial Education (HIFE) has a NO-REFUND policy. As such, all sales are FINAL.

HIFE Cancellation Policy

You can cancel your Consultant certification at any time by emailing accounting@hife-usa.org. However, please note that we are unable to refund your fee once it has been paid, whether or not you complete the certification process. Also be aware that registrations cannot be transferred.
Furthermore, the Heartland Institute holds the right to change the pricing of its programs, and the terms of our agreements, at any time.
Payment Information
Will someone other than yourself be paying the certification fee?*

YesNo
If Yes, please provide credit card holders name*
NOTE: The training information will be provided on the payment receipt, which is sent to the email address provided on the payment site. If someone else is paying your training fee, the training information may be sent to the cardholder, and will need to be forwarded to you so that you can complete the course.
Billing Phone Number*
Cardholder's Email Address*
Cardholder's Signature - for payment authorization (please use your mouse, or a stylus/finger if on a mobile device) to sign:*

Clear
*Cardholder's Signature*
By signing my initials into the box below, I signify that I have read, and agree to, the terms of the payment agreement, refund policy and cancellation policy:
Cardholder's Initials (please use your mouse, or a stylus/finger if on a mobile device) to sign:*

Clear
Cardholder's Initials:*
Implementation
For purposes of this relationship, HIFE and the Consultant may identify specific geographic areas for said Consultant to operate within. As of the date of this agreement this area is the metro area of the consultant’s resident city/metro area.
HIFE may restrict the number of qualified Consultants within each geographic area. Currently this number is 50.
Copyright and Intellectual Property Provisions: All existing copyrights, intellectual property rights, trademarks and trade secrets of either of the parties to this Agreement shall remain the exclusive property of the respective party. Copyright and Trademark laws, under Federal, and/or State of Common Law, shall protect the rights of each party, as well the rights to each party’s specific intellectual property and trade secrets.
Expenses: Each party will be responsible for its separate expenses and arising from its respective Responsibilities. Any sharing of expenses will be evaluated and determined on a case-by-case basis, and shall be reduced to a signed addendum to this Agreement.
Binding Effect: This Agreement constitutes the entire understanding and agreement between the parties. All terms and conditions of this Agreement shall be binding upon and inure to the benefit of the parties hereto and their respective successors and assigns. This Agreement may not be modified except by a written agreement signed by both parties.
Mediation/Arbitration Clause: Any dispute that arises between the parties as a result of this Agreement, or subsequent documents or agreements, shall be resolved in mediation by an independent mediator chosen by the parties. The mediation shall occur in Aurora, Colorado. If a dispute is not resolved by mediation, the parties agree to utilize binding arbitration in accordance with the rules of the American Arbitration Association. Any judgment or finding of award may be entered in any court having jurisdiction thereof. The parties agree to share equally in the cost of the mediation or arbitration.
Terms: The contract period for the above Agreement is for a one-year period, renewed automatically as long as the college consultant completes their annual requirements and does not violate any of HIFE’s rules of conduct. Additionally, the contract may be terminated by either party without cause at any time with verbal or written notice.
Confidentiality Agreement
Consultant will:- Treat all information collected in a confidential manner and in accordance with the HIFE Privacy Policy and all federal law, rules and policies.- Not share any information collected with any other person(s).- Represent HIFE in a professional manner at all times.- Respect all other College Consultants and their clients by not contacting other consultant’s clients in any manner at any time.
HIFE CPP College Consultant Code of Ethics
Upon receiving the College Consultant certification, I agree to the following Code of Ethics Statement:
I will embrace honesty and ethical behavior, while always supporting the worth and dignity of the individual. I will nurture relationships and promote an atmosphere of open communication and trust. I believe in accountability for choices and responsibility for behavior. I agree that interdependence leads to responsible independence and I commit to the personal growth of each client with whom I work by enhancing financial literacy through financial education.
I will comply with all rules and regulations of HIFE. I understand that HIFE has the full authority to revoke my Certification if it finds that I have failed to comply with the College Consultant Code of Ethics.

If HIFE determines that a consultant has violated any policy or procedure or has represented themselves in a manner that is deemed inappropriate, HIFE will use the following disciplinary actions:

Minor Infraction	A written warning explaining the offense and how to avoid repeating the undesired action.
Moderate Infraction	Suspension from participating in any HIFE program for 90 days and probation for 1 year upon return to active status.
Severe infraction	Termination from all HIFE programs.

Depending upon severity of the offense HIFE may implement any of the actions above for the 1st offense. Minor infractions would be defined as something that is inappropriate but not cause any severe or permanent impact on the business operations of HIFE. Moderate offense would be an action that would/could cause an immediate impact on the business of HIFE or damage the reputation of HIFE. A major infraction would be of a nature to cause an immediate and severe impact on the business operation of HIFE or a severe tarnish of the reputation of HIFE. Multiple minor or moderate infractions may also result in termination from all HIFE programs.
By Clicking "Agree" below, I agree to all terms in the above Consultant Agreement, Refund Policy, Confidentiality Agreement and the HIFE Code of Ethics. I also understand that by signing my name in the box below it signifies acceptance of the aforementioned agreements:*

Agree
Consultant's Signature (please use your mouse, or a stylus/finger if on a mobile device) to sign:*

Clear
Your Signature:*
The Date this Agreement was entered into:*

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Date
NOTE: YOU ARE NOT FINISHED YET. You need to make payment in order to receive your training.

To make payment, please click on the "Submit" button below. You will be redirected automatically to the payment page within a few seconds.
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HIFE CCP Consultant Registration & Agreement

Consultant web based training instructions: