FPA creates certificate course in college planning
The Financial Planning Association's four-hour course is intended to help advisers assist families with education decisions.
The Financial Planning Association has created a four-hour course designed to help financial planners assist clients with higher education costs and financial aid.
Designed with College Aid Pro, the course qualifies for 4.5 CFP CE credits provides technical information about college funding as well as exercises to help planners guide clients through the behavioral and emotional aspects of college decisions.
The course, which costs $199 fee for FPA members and $299 for nonmembers, enables an adviser to project a family’s financial aid and out-of-pocket cost at individual institutions, create a college funding plan manageable by students and parents, understand federal and other formulas for financial aid, and help analyze, compare and appeal financial aid letters.
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