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.