College Financial Planning: Financial Aid Forms Webcast | 4172999A

Instructors

Date :
September 26, 2017 11:00 AM - 1:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Overview
Member Price :
70.00
Nonmember Price :
94.00
CPE Credits :
CPE 2.00, CFP 2.00
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Completing financial aid forms can be a long, cumbersome and sometimes confusing task. Given the different types of aid available and if qualifications are met, learn how to best guide your clients in this process. Review the new filing dates for financial aid forms as well as discuss the Free Application for Federal Student Aid and the CSS Profile and its related IDOC form.

Materials are provided as an ebook for this course.

Objectives:

  • Determine who should file financial aid forms and why.
  • Identify what forms have to be filed and when.
  • Determine the necessary information to provide and why one form will ask for certain information and another will not.

Major Subjects:

  • Forms: Free Application for Federal Student Aid, CSS Profile and other college financial aid
  • Parent and student information, and financial information to report
  • Deadlines
  • New filing dates for the FAFSA and the use of "Prior-Prior" year financial information

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Overview
Field of Interest:
Specialized Knowledge
Prerequisites:

None.

Designed For:

CPAs, CFPs, lawyers and personal financial planners.

Instructors

Gary Carpenter, CPA

Gary Carpenter, CPA, CCA, is the owner and president of College Planning Services, a provider of college planning strategies and seminars based in Syracuse, NY. He has provided continuing professional education courses in college planning and financial aid for various state CPA societies.

Carpenter is co-author of College Financial Planning for Any Income Level. He has been quoted in the Wall Street Journal, Washington Post, Kiplinger’s Personal Finance, AARP Magazine, Money, and Financial Advisor, and on MSNBC and CNBC. He is the executive director and co-founder of the National College Advocacy Group (NCAG). A member of AICPA and the New York State Society of Certified Public Accountants (NYSSCPA), he is a past chair of the Personal Financial Planning Committee for NYSSCPA.

No Agenda or Materials posted.