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Advanced Client Case Studies
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What is the Advanced Client Case Studies Program?
Every NICCP member should go through this program!!!!
It's offered free as a part of your membership!
What results can you expect? An NICCP member shares her thoughts on the Advanced Client Case Studies program...
"I thought that this course was terrific! It put the pieces of the College planning puzzle together for me. I feel very confident now in my ability to produce a solid college funding plan in an efficient manner.
Previously, I tended to get bogged down trying to make sure I thought of all the strategies. The course showed me how easily you can make a great plan by incorporating about four or five strategies.
The course greatly simplified the process for me. As always, Rick Darvis did a terrific job!"
Identify Client Solutions
If you struggle trying to match your clients with the right college cost-cutting strategies that address their specific scenario, struggle no more. This program, "Advanced Client Case Study Program" consists of 4 two-hour webinar session recordings that will give you the questions to ask your clients and the process to follow to leave no stone unturned in developing a college plan specific to that client.
No more guessing which strategies are right for your client! You will receive the college planning flow charts and the checklists that help build your confidence in identifying the strategies that fit each client.
You know the pieces of college funding...now let Rick Darvis give you the tools you need and the process to put the pieces together for any client!
Who is the NICCP Advanced Client Case Studies Program designed for?
The Advanced NICCP Client Case Study Program is for Certified College Planning Specialists that want to get a "hands on" experience of the college financial planning process.
This program teaches you how to communicate with your clients, how to put it all together, and how to be a successful college financial planner without having to reinvent the wheel.
The program's case study exercises will allow you to work with fellow college financial planners to develop college financial planning strategies.
What can I expect from the NICCP Advanced Client Case Studies Program?
You will take a client from start to finish in the college financial planning process and develop a comprehensive plan for the client.
You'll not only learn the most effective ways to attract new clients, you'll actually learn what to say and how to move them through a process to reduce the cost of college.
You'll gain the confidence needed to provide comprehensive college plans that would normally take years to realize.
Continuing Education Credits
This course qualifies for 8 hours of CE credit for your CCPS certification.
Sample Case Studies
Financial Aid Family
Financial Aid Family Case Study
Financial Aid Family Flowcharts and Checklists
Financial Aid Family Executive Summary
Affluent Family
Affluent Family Case Study
Affluent Family Flowcharts and Checklists
Affluent Family Executive Summary
Eight Different Client "Profiles"
- Client and Spouse Self Employed- High Income w/ Teen
- Client and Spouse Self Employed- High Income w/ Young child
- Client and Spouse Mid Income Self Employed w/ Teen
- Client and Spouse Mid Income Self Employed w/ Young child
- Client and Spouse High Income W2 wages w/ Teen
- Client and Spouse High Income W2 wages w/ Young child
- Client and Spouse Mid Income W2 wages w/ Teen
- Client and Spouse Mid Income W2 wages w/ Young child
Training sessions by Rick Darvis, CPA, CCPS
Session One
Audio mp3 approx.two hours
Webinar recording starts at beginning of 2nd hour
A. Overview of the College Process
1. Asking the questions
2. Determining the client profile
3. Developing the talking points and pocket stories that will attract clients
4. Developing the strategies and products that will help the client
B. Go over the three questions and what they mean
1. W-2 vs. Business
2. College-age vs. Pre-College age
3. Financial aid vs. Affluent
4. Public vs. Private
C. Go over how to develop client profiles
D. Go over how to work backwards from the strategies to develop the talking points and pocket stories
E. Explain how to use the flowcharts and checklists to develop strategies
Session Two
Webinar
Audio Recording
Session Three
Webinar
Audio Recording
Session Four
Webinar
Audio Recording
We hope you enjoy the program! Good luck with your college planning activities!
NICCP Staff
