College Financial Planning

Become better equipped to meet the needs of your clients and their family members as they look to plan for college or graduate school. From acceptance letters to college funding and repayment strategies, receive applicable college financial planning information that will help you best guide clients. Gain a comprehensive overview regarding the financial aid process and the different types of aid available. Also, take a detailed look at student loans, financing alternatives and explore educational tax benefits.

Instructor: Gary Carpenter, CPA, CCA, CCPS
Credits: CPE: 2, CFP: 2


College Financial Planning: Educational Tax Benefits
Oct. 25 • 11 a.m.
Nov. 30 • 11 a.m.

College Financial Planning: Financial Aid Forms
Sept. 27 • 10 a.m.

College Financial Planning: Financial Aid Process
Sept. 27 • 12:30 p.m.

College Financial Planning: Graduate School
Aug. 30 • 11 a.m.
March 21 • 11 a.m. Add to Cart

College Financial Planning: Student Loans
Feb. 20 • 11 a.m. Add to Cart