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

  • ADD COURSEADD COURSE 4 Easy Ways 529
    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 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)
    Collapse Journal in the Round: Navigating the Student Loan Landscape

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

    In this month's Journal in the Round, Adam Minsky, J.D. discusses his article in the February issue of the Journal on managing student loans.  He will be joined by college planning expert Joe Messinger, CFP, to discuss the growing problem of massive student loan debt in the U.S., and the different types of  loans and repayment options that financial planners can know about to help clients navigate this challenging landscape. 

     

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: February 28, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Navigating the Student Loan Landscape