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

Education Planning (CE Credit)
Collapse FPA Annual Conference 2019: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!

It is shocking how few parents have a family strategy for paying for college and how most don't even discuss it with each other and/or with their child. They don't have enough saved for college and also don't way to overburden their students with loans. In this session, learn how financial planners can help families develop a philosophy and strategy for paying for college, getting loans and plan for their child's education that aligns with everyone's goals.


Learning Objectives

  • Develop a communication plan for families to discuss college funding strategies.
  • Apply simple frameworks for education planning to determine appropriate student loan debt.


Level of Complexity: Advanced

Formats Available: Streaming
Original Course Date: November 05, 2019

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2019: Scary Things Keeping Your Clients Up at Night: Paying for College and Discussing it with Kids!
    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 Navigating the College Funding Maze and Helping Families Cut the Cost of Higher Education - On Demand


     

    The number one financial concern for Gen X parents is how to pay for college. College costs continue to rise and as a result, our national student loan debt has ballooned from $240 billion in 2003 to more than $1.6 trillion today. Planners' roles have to go beyond simply telling clients to save for the cost of college. Learn more about Joe Messinger's innovative College Pre-Approval process that demystifies financial aid and guides families through the maze.

    To become a college planning expert for your clients, learn more about our full course, The Financial Planner's Guide to College Funding Advice.


    Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Streaming
    Original Course Date: March 04, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Navigating the College Funding Maze and Helping Families Cut the Cost of Higher Education - 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. 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: February 18, 2020

    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. 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: February 18, 2020

    Approved Credit:
  • FPA: 11.00 hours CFP CE

  • ADD COURSEADD COURSE The Financial Planner
    Education Planning (No Credit)
    Collapse Journal in the Round: Why Financial Planners Must Do College Planning

    Join January’s Journal of Financial Planning contributors Ryan S. Galiotto, CFP® and Joseph Orsolini, CFP® as they discussed why college planning is a critical part of the work they do with clients. The student loan crisis has a tremendous impact on the economy and the multiple generations of families challenged by the sky-rocketing cost of college and subsequent amount of student debt. The panel explored the current student loan/student debt landscape, arguing both the business case and the social imperative for financial planners to incorporate comprehensive education planning into their practice. This online and interactive roundtable conversation was moderated by FPA host Terry Bradford-Crane, MBA, CFP®.
     

    Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: January 29, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Why Financial Planners Must Do College Planning