College Financial Planning: Financial Aid Process Webcast | 4172998A


Date :
October 10, 2017 11:00 AM - 1:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00, CFP 2.00
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Many clients with a dependent preparing for college are asking about financial aid. Follow the steps from completing financial aid forms to selecting a college. The process can span a year or more. It may include family college visits, completing applications, revisiting certain colleges, completing financial aid forms, receiving acceptance/award letters and submitting award appeals before committing to a college.

View all webcasts and On-demand Self-Study offered in the College Financial Planning Series.

Materials are provided as an ebook for this course.


  • Determine when students should apply and what type of application they should submit.
  • Determine when financial aid forms need to be submitted.
  • Understand the difference between an admissions letter and an award letter.
  • Learn how to appeal an award letter.

Major Subjects:

  • Financial aid process: college financial adviser and completing applications
  • Colleges applications: using an education consultant to determine college, deadlines, essays and college visits
  • Once accepted: acceptance vs. award letters and appeal letters

Advanced Prep:


Misc. Information:

View all webcasts and On-demand Self-Study offered in the College Financial Planning Series.


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Level of Difficulty:
Field of Interest:
Specialized Knowledge


Designed For:

CPAs, CFPs, lawyers and personal financial planners.


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.