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

Education Planning (CE Credit)
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
    Collapse The Financial Planner


     

    The Financial Planner's Guide to College Funding Advice teaches a proven, step-by-step process for helping families manage their college-education investment. This eight-module, self-study course explains the scope and character of the student loan crisis, demystifies financial aid, provides a repeatable end-to-end process, uncovers tax strategies for college-bound families, and more. 

    Please note: Planners must complete the entire course (eight modules and quizzes) to receive CFP CE credit.

    Joe Messsinger, CFP®, is the course presenter and a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started Capstone Wealth Partners because of his struggles at large national firms to find and provide good financial advice,especially in the area of college planning. The large national firms seemed to focus on selling products to clients. After months of soul-searching, Messinger and his partner formed Capstone College Partners, an independent fee-only practice, with the intent of creating client relationships built on trust.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: January 06, 2019

    Approved Credit:
  • FPA: 11.00 hours CFP CE

  • ADD COURSEADD COURSE The Financial Planner
    Collapse The Financial Planner


    The Financial Planner's Guide to College Funding Advice teaches a proven, step-by-step process for helping families manage their college-education investment. In the foundations level of this eight-module, self-study course, financial planners will first get an overview of the College Pre-Approval™ process to guide families toward better college outcomes, and help students avoid inappropriate student loans. The course also covers the causes of the rising cost of college, and the principles of the financial aid policy, including detailed education on the federal and institutional formulas used to determine a family's expected family. In addition, the course offers a detailed review of different types of student loans available for undergraduate, graduate, and professional degree programs, and a discussion of loan-repayment options and loan-forgiveness programs. A special FPA bonus section shows planners how they can effectively serve college-bound families with more impactful and meaningful late-stage college funding advice.

    Please note: Planners must complete the entire course (four modules and quizzes) to receive CFP CE credit.

    Joe Messsinger, CFP®, is the course presenter and a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started Capstone Wealth Partners because of his struggles at large national firms to find and provide good financial advice, especially in the area of college planning. The large national firms seemed to focus on selling products to clients. After months of soul-searching, Messinger and his partner formed Capstone College Partners an independent fee-only practice, with the intent of creating client relationships built on trust.

     

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: February 13, 2019

    Approved Credit:
  • FPA: 5.50 hours CFP CE

  • ADD COURSEADD COURSE The Financial Planner
    Collapse The Financial Planner


    The Financial Planner's Guide to College Funding Advice teaches a proven, step-by-step process for helping families manage their college-education investment. In the second part of this eight-module, self-study course, financial planners will take a deeper dive into the process and strategy around the College Pre-Approval process that identifies the client journey in college funding planning from budgeting and determining a maximum student loan amount, to reviewing and appealing financial aid offers, utilizing tax strategies and coordinating specific payments to the institution. In addition, the course provides real-world scenarios to analyze how to wisely manage assets and tax opportunities to maximize aid and minimize debt. A special FPA bonus section includes important updates since the new tax laws were implemented, as well as education on how to effectively serve college-bound families with more impactful and meaningful late-stage college funding advice.
     

    Please note: Planners must complete the entire course (five modules and quizzes) to receive CFP CE credit.


    Joe Messsinger, CFP®, is the course presenter and a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started Capstone Wealth Partners because of his struggles at large national firms to find and provide good financial advice,especially in the area of college planning. The large national firms seemed to focus on selling products to clients. After months of soul-searching, Messinger and his partner formed Capstone College Partners, an independent fee-only practice, with the intent of creating client relationships built on trust.
     

    Level of Complexity:  Intermediate

    Formats Available: Streaming
    Original Course Date: February 13, 2019

    Approved Credit:
  • FPA: 6.00 hours CFP CE

  • ADD COURSEADD COURSE The Financial Planner
    Education Planning (No Credit)
    Collapse Journal in the Round: Solving the FAFSA Puzzle with Clients


     

    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: Streaming, Live Event + Archive
    Original Course Date: February 27, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Solving the FAFSA Puzzle with Clients