Education Planning
 
Find courses that cover education savings vehicles, financial aid, income tax strategies and education financing.

Education Planning (CE Credit)
Collapse 4 Easy Ways 529

 

Join  this session for an in-depth look at how 529 college savings plans can help meet the different needs of clients of every generation. Learn about specific strategies to engage grandparents, Gen-Xers, Millennials, and employers that will deepen relationships and spur successful relationships across channels.

 

Level of Complexity: Intermediate

 

Formats Available: Streaming, Event
Original Course Date: May 18, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse Five Things Every Financial Adviser Needs to Know About Higher Education Financing - On Demand

    2017 FPA Retreat

    Students and families shoulder a greater share of the rising costs of higher education. Join attorney and nationally recognized expert Heather Jarvis for a content-rich presentation detailing what advisers need to know about financing higher education on the front-end. The session covers it all from trends in pricing, “gift” aid like grants and scholarships, and the best federal and private borrowing including interest rates, borrowing limits, and how to evaluate options for parent borrowing.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: April 25, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Five Things Every Financial Adviser Needs to Know About Higher Education Financing - On Demand
    Collapse Journal in the Round: Solving the FAFSA Puzzle with Clients

    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

    The challenges facing financial planners who assist their clients in completing the Free Application for Federal Student Aid (FAFSA) revolve around conflicts between tax and financial aid maximization of a family’s finances, and/or misconceptions about the FAFSA. These misconceptions could cost a family money. The contributors of February's Journal of Financial Planning will discuss the FAFSA myths and tips to help financial planners guide their clients through the intricate process of completing the FAFSA. It will include an audience Q and A, and be moderated by an FPA volunteer.


    Level of Complexity: Intermediate

    Formats Available: Webinar + Archive
    Original Course Date: February 27, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse Managing Student Loans in a Changing Landscape - On Demand

    2017 FPA Retreat

     

    There is currently $1.4 trillion in outstanding student loan debt, and it continues to rise. More and more borrowers are struggling to understand their repayment options, and they often turn to professionals for help. Join Adam S. Minksy, Esq., a nationally recognized expert in student loan law, as he walks you through the complexities of the student loan system to help you better serve your clients who are repaying their student loans.

     

    Level of Complexity: Overview

    Formats Available: Event
    Original Course Date: April 26, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Managing Student Loans in a Changing Landscape - On Demand
    Education Planning (No Credit)