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

Education Planning (CE Credit)
Collapse College Funding: Answering the College Affordability Question

The cost of education is outpacing most other personal expenses. Both parents and grandparents are searching for solutions. The college financial process is complicated and overwhelming for most families. learn the approaches and strategies to helping families make a better college decision. Upon completion of this program, participants will be able to: Understand Financial Aid PositioningImportance of cash now and debt structureProper use of college funds Grandparents role in the process

 

Can't Miss Takeaway:

  • Better understanding of the college financial outcome
  • Customizing a client's solution by college Maximizing families resources

 

Who Should Attend?

This program will be helpful for any financial planner who needs to assist families pay for college. This would include advisors who service high net-worth individuals.

 

Other Resources

www.EFCplus.com, www.ncagonline.orgBook: Financial Aid & Beyond: Secrets to College Affordability

Formats Available: Streaming
Original Course Date: September 09, 2016

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE College Funding: Answering the College Affordability Question
    Collapse The Most Efficient Ways to Save and Pay for College - On Demand

    2016 FPA Annual Conference

    Paying for college has become a major issue for most parents and grandparents. Learn how college saving plans, educational tax strategies, financial aid and student loans work together to maximize your client’s resources. Get insights into how the college financial awards letters are packaged, so your clients can minimize their cost and find the best college value.

    Learning Objectives

    • Describe the entire college funding process
    • Identify ways to maximize client resources
    • Define proper Student Loan Structure
    Formats Available: Streaming

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Most Efficient Ways to Save and Pay for College - On Demand
    Education Planning (No Credit)
    Collapse Five Simple Yet Effective Ways to Help Your Clients Cut Their College Costs

    As college prices continue to escalate, even affluent families are struggling to cover the costs when some schools are now charging $250,000 for a bachelor's degree. You will leave this session with concrete ways to help your clients with teenagers lower their college costs by becoming smart college shoppers. You’ll be able to explain to parents, for example, how they can identify which colleges and universities will be most generous to their children in advance. You will also understand how clients' investments impact financial aid, which can stress parents out unnecessarily.

    Learning Objectives: 

    • Describe ways for clients to lower college costs
    •  Explain how to identify colleges and universities that will be most generous in advance of enrollment
    •  Discuss how clients' investments impact financial aid

     

    Formats Available: Streaming
    ADD COURSEADD COURSE Five Simple Yet Effective Ways to Help Your Clients Cut Their College Costs
    Collapse FPA Resource Center: Help Clients Cut the Cost of College!

    Parents say paying for their children’s college education is a top financial goal, sometimes ranking ahead of retirement savings. Relatively few save in 529 plans and even fewer use prepaid tuition 529 vehicles. Private College 529 Plan is not limited by state restrictions and is an option financial advisers should consider when clients want the hope of private higher education for their children.

    Formats Available: Webinar + Archive
    Original Course Date: March 30, 2017
    ADD COURSEADD COURSE FPA Resource Center: Help Clients Cut the Cost of College!
    Collapse Journal in the Round: Changing the Approach to College Funding Advice

    Please note that CE credit is only available for the live broadcast on the date and time of this event

    This month's Journal contributor Joe Messinger is joined by Money Magazine education expert Kim Clark to discuss Messinger's 3 step college pre-approval plan he developed to help planners advise clients on a realistic and viable education plan. The two will share their insights on how planners and clients need to approach college planning given the current and changing financial and policy landscape. Their discussion is followed by a live Q and A, moderated by one of FPA's Knowledge Circle hosts.

    Level of Competency: Intermediate

    Learning Objectives:

    • Review how to analyze student loan costs and financial aid eligibility to advise clients on college planning budget
    • Compare and analyze changes in financial aid, education savings vehicles and tax implications, as they relate to client's education plan
    • Discover and apply a 3-step process to calculate the gap between client savings and real cost of financing their college education goals.
    Formats Available: Streaming, Event
    Original Course Date: February 22, 2017
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Changing the Approach to College Funding Advice