This is the founding organization for College Affordability. They are a fee-only financial planning firm that specializes in educational funding, retirement planning, investment management and comprehensive financial planning.
A leading non-profit organization that provides education and resources to college planning professionals, students and families. Fred Amrein is a charter member and a current board member of this organization. This organization has some of the leading college funding experts in the country. It provides continuous education programs on educational funding topics.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. An advisor needs to submit a comprehensive financial plan that is reviewed by his peers to get acceptance into this organization. Provides continuous education program on comprehensive financial planning.
The leading website providing information on college saving plans and 529 plans. To be listed on this website a college financial aid and saving exam needs to be passed. This organization tracks 529 performance and quarterly webinars on college saving plan topics.
The Higher Education Consultants Association (HECA) is the premiere professional organization for consultants who focus exclusively on helping high school students realize their full potential, especially the transition from secondary schools to undergraduate and graduate programs. We are the first and currently the only college financial planning company approved under their member affiliation program.
IECA is the professional organization for independent educational consultants working in private practice. For 36 years, IECA has helped its members serve families in educational decisions that include colleges, local day and boarding schools; schools or programs for students with learning or therapeutic needs; international placements, summer opportunities, and graduate and professional schools. We write a college affordability column for their member newsletter and speak at their summer institute.
PACAC is a professional organization dedicated to encouraging, advocating, and promoting equal access to post-secondary education; fostering communication among students, families, professionals, and institutions; and facilitating professional development. We plan to participate in several of the regional college fairs and be a resource on financial aid topics for this organization.