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

Course Information
Course Date:
April 25, 2017
Course Objectives
  • Analyze the sources of borrowing available to a student and parent and communicate the advantages and disadvantages of each.
  • Calculate the required payments and overall costs of borrowing to finance education and explain the financial effects of debt on the client's financial goals.
  • Evaluate the availability of financing for education expenses
Five Things Every Financial Adviser Needs to Know About Higher Education Financing
Speaker Information
Heather Jarvis  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$19.00
Non-Member Price:$19.00