College Funding & Student Loan Course

Earn 16 CE credits toward CFP continuous education requirements

This program provides a comprehensive approach to college funding, paying for college, student loan financing and the student loan repayment decisions. A proper educational funding strategy will require the advisor to understand all of these issues to help their clients navigate this complex process.

These courses were formulated to give financial professionals a customized solution for their current clients and a new lead generation solution to expand their advisory services.

There are 6 courses that will be held sequentially and will give the financial advisor 12 CFP CE credits. To enhance the advisor’s knowledge, College Affordability LLC will provide 4 free quarterly webinars covering current issues and changes.  One CFP CE credit per webinar can be earned bu the advisor for the quarterly webinars.  Our new live format will help the advisor get the knowledge they need in a more interactive environment.  The course includes study material, client case studies, and key terms.

Flexible Learning Options

Full Course – CFSLA Designation

 

Total 16 CFP CE Credits Earned

12 Earned + 4 Free CE with Quarterly Updates

 

Saving for College and FInancial Aid Positioning

Paying for College

Paying for College Advantage Strategies

Student Loan Repayment and Forgiveness

Stay Current with Quarterly Webinar Updates

Get College Funding and Financial Aid Alerts

 

Regular Price: $1,495

 

Save $ 500.00

Special Offer until March 14, 2018 – $ 995

Subject Area Learning Course

Individual CE Earned

 

Saving for College and FInancial Aid Positioning (2 CE Credits)

Paying for College & Need Based Financial Aid (2 CE Credits)

Advanced Paying for College Strategies: Cash Strategies (2 CE Credits)

Advanced Paying for College Strategies: Educational Tax Strategies (2 CE credits)

Student Loan Repayment (2 CE credits)

Student Loan Forgiveness (2 CE credits)

Recordings of our Interactive webinars

 

 

See Prices Below

Coming Soon

Saving for College & Financial Aid Positioning

Sections 

Introduction to Financial Aid

EFC Calculation – Federal Methodology

EFC Calculation – Institutional Methodology and other Items

Saving for College Options

ABLE Accounts

 

$249 (2 CE Credits)

Individual courses not available until March, 2018

Learning Objectives:

Understanding the FAFSA and EFC Calculation

Introduction to Financial Aid Positioning and Admissions

Importance of Prior Prior Timing

Four Quadrants of the EFC Calculations

Impact of Divorce in the EFC Calculations

Review advantages of the various college saving plans

Grandparents role in college saving plans

Paying for College& Need Based Financial Aid

Sections 

Financial Application Process

Need Based Financial Aid

Merit Based Financial Aid

Introduction to Cash Flow and Debt Structure

Importance of FAFSA and CSS Profile

 

$249 (2 CE Credits)

Learning Objectives:

Importance of Family Timeline

Financial Reach

Detailed calculations using college historical gifting policy

Importance of four-year analysis

Types of Financial Aid

Learn how to calculate total net college cost

College annual funding shortfalls

Ways of avoiding excessive student debt 

Advanced Paying for College Strategies: Cash flow & Award Letters

Sections 

Award Letters and Appeals

Student Loans Options

Importance of Proper Debt Structure

Undergraduate and Post Graduate Planning

 

$295 (2 CE Credits)

Learning Objectives:

Using actual award letter detail to project future total net cost by college

Analyze college cost comparison in one place for clients

Determine legal responsibility of student loans

Understanding the Appeal Process

Proper Use of College Saving Plans

Advanced Paying for College: Tax Strategies, Business owners & Transfer Students

Sections 

Educational Tax Strategies – HNW clients

Educational Tax Strategies – Business Owners

Grandparents Role in College Funding

In College and Transfer Strategies

 

 

$295 (2 CE Credits)

Learning Objectives:

Importance of Completing the FAFSA for all Income Levels

Debt Structure Drives Loan Repayment and Forgiveness Options

Tax Harvesting, Gifting and the Kiddie Tax Rule

Identify advanced tax strategies for High Net Worth Clients

Proper Use of College Saving Plans

Analyze  grandparents or outside persons role in developing a college strategy

Understand issues clients face with college transfers

Student Loan Repayment: Loan Inventory & Repayment Option Comparison

Sections 

Types & timing of student loans

Identify federal loan repayment, fixed, variable and Income Driven Methods (IDR)

Learn how to analyze client’s repayment options both short & long term

Analyze loan consolidation and refinancing options

Risks of negative amortization & interest capitalization within IDR

 

$295 (2 CE Credits)

Learning Objectives:

Determine importance of loan inventory & type of student loans

Analyze the various federal loan repayment options

Review federal consolidation & private refinancing options

Identify the risk of lower payments & impact of negative amortization

Importance of annual federal loan re-authorization process

Discover the repayment methods for Public Service Loan Forgiveness 

Student Loan Repayment & Forgiveness: Public Service, Other Forgiveness Programs & Repayment for Married Couples

Sections 

Student Loan Repayment & Forgiveness

Federal Loan Repayment Advantages

Public Service Loan Forgiveness (PSLF)

Loan Forgiveness & Other Issues

Financial Future with Student Loans

 

$295 (2 CE Credits)

Learning Objectives:

Types of Loan Forgiveness

Legal Responsibility of Repayment, Deferment & Forbearance

IDR Forgiveness Options

Tax Filing Strategies for married couple to maintain IDR

Other Forgiveness Plans- Teacher/Doctors

Student Loan impact on other financial goals

Retirement strategies to lower your monthly loan repayment

Price of the College Funding & Student Loan Advisor Course
$ 1,495.00
Discount Price $995
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