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.

Course Objectives
  • Discuss the importance of conducting an education-needs analysis in order to advise clients in choosing schools that fit their budget.
  • Compare and contrast different financing options available in the current financial aid and student loan landscape.
Course Information
Date Presented:
January 29, 2020 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round: Why Financial Planners Must Do College Planning
Speaker Information
Terry Bradford-Crane, MBA, CFP  [ view bio ]
Ryan S. Galiotto, CFP  [ view bio ]
Joseph Orsolini, CFP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
Non-Member Price:$0.00