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Welcome to NICCP

Find out more about  
college funding!
Enroll in the NICCP's
"An Introduction to
College Funding"
It's FREE!
Upcoming Webinars
Click on date to register
March 16- 17- 18
Watch video #1
Watch video #2

Enroll now... it's free!Introduction to
Cash Flow Planning with
Rick Darvis, CPA, CCPS
 

register here

Mark your calendar!
NICCP's Spring
College Funding Conference
SouthPoint, Las Vegas
May 3- 4- 5
Watch video

NICCP Training
in College Funding

Business Builder Workshop

Webinars

Audio/Video Library

Affiliate Partners
Continuing Education

Need Funds for College?
NICCP Student Loan Link
 

NICCP/CCPS FAQs

NICCP/CCPS
Code Of Ethics

Suggested Reading
For Advisors
"A Roadmap to Selecting
Your Best Solution to Fund College and Retirement -
Without Going Broke"

Training Resources

 

 

The "College Doctor" Program 
HEPPY Software - Marketing - Seminars- Support
 

Click here to view a College Doctor program overview 

H.E.P.P.Y.- Web Based College Funding Solutions Software

Easy to use
Advisors simply answer a few questions about the family and their student and in just minutes this college planning software will:

  • Determine the family's college planning "profile"
  • Give you talking points and pocket stories for that profile
  • Give you strategies that reduce college costs for that profile
  • Give you strategies for how that profile can use "other people's money"
  • Give you cashflow, tax planning, financial aid,and academic strategies
  • Provide an estimate of the savings realized from each strategy
  • hand you solutions to that family's problems caused by the high cost of college

What do planners like best about H.E.P.P.Y.

  • It delivers results in less than 5 minutes!
  • It hands you the talking points and strategies for that particular profile as well as an estimate of the savings they might expect 
  • It identifies solutions to your clients' college funding concerns by looking at academic, financial aid, cash flow, tax capacity, and saving/investment strategies  
  • It gives you a quick, easy and reliable way to determine what results you can provide for a client
  • It provides you with talking points that create interest
  • It offers case stories and examples for 8 different profiles
  • It calculates EFC
  • It shows freshman class statistics for over 2,000 colleges
  • It includes a college cost calculator
  • It includes a tax savings calculator
  • It includes cash flow planning software 

Click here to view a demo of H.E.P.P.Y.

Click here to view H.E.P.P.Y.'s EFC estimator demo 

Click here to view H.E.P.P.Y.'s Cashflow software demo

Click here to view H.E.P.P.Y.'s Tax Savings software demo 

 

Ongoing marketing and technical support- this is technical support and case support not available through your NICCP membership alone.  This support level is only available to College Doctors!
  
Email us at staff@niccp.com or use the Live Support icon in HEPPY dashboard

Rick Darvis' College Funding Book

  • Rights to duplicate and distribute Rick Darvis’ 198-page  college funding book. 
  • Perfect seminar handout / first appointment handout

Save $100 off admission for the NICCP Fall VIRTUAL College Funding Conference

2010 Season Kickoff Virtual College Planning Conference will be held in September. (Exact dates TBA)
Get the 2010 Fall college planning season started with a bang... without leaving the office!
This is a virtual conference! All sessions will be presented via webinar by national experts and will address topics of interest for beginners and experienced advisors
  • ** 16 hours of CE for CCPSs.  16 hours of CPE for CPAs in 40 states*
  • ** Ten 30 minute sessions each day
  • ** Sessions run from 11 am EST until 6 pm EST with a break from 1-2 pm.
  • ** View webinar presentations live on your computer
  • ** View presentations from home or office!
  • ** Listen in live via your computer's speakers or by phone. 
  • ** No airports! ** No travel expense! ** No hotel expense ** No leaving work or family behind
  • ** All sessions are recorded!

The NICCP Intern Program 

  • The NICCP’s “How To” Program
  • 16 hours of technical and marketing training
  • All recorded with 24/7 access

Marketing tools:  Four PowerPoint Presentations 

  • Parent Presentation 
  • Grandparent Presentation 
  • Tax Capacity Presentation 
  • Road Map Presentation

College Funding Booklets 

  • Personalized handouts
  • Education Tax Incentives
  • The College Decision Navigator
  • 153 Strategies to Survive the High Cost of College
  • Navigating the College Financial Aid System

The NICCP College Funding Reference Desk Book by Rick Darvis, CPA, CCPS

  • The Complete 950+ page NICCP College Funding Desk Book 
     

College Debt Reduction Software ("Cost vs Benefit" Calculator)

  • Webinar recording on how to use Debt Reduction software
  • Power Point to show Families 
  • Debt Reduction Excel software


List of Colleges That Say They Meet Full Need 
      
List of Profile schools
        
List of Top Jobs This Decade 
      
Seminar Invitations

Seminar Registration and Evaluation Form

Seminar Power Point presentations 

  • The NICCP Roadmap Seminar PowerPoint Presentation
  • The NICCP Parent Seminar PowerPoint Presentation
  • The NICCP Tax Capacity PowerPoint Presentation
  • The Grandparents PowerPoint Presentation

 

Sample College Planning Engagement Letter  


College Navigators- Guides for parents and Students 

  • Navigating the College Financial Aid System cover page in Word
  • Navigating the College Financial Aid System in .pdf 
  • The Decision Navigator
  • Education Tax Incentives Booklet        

 

153 Strategiesto Survive the High Cost of College       
        

How to Read A tax Return With A Slant on College
         
Kiddie Tax Rules

  • PowerPoint "Beating the Kiddie Tax"


Dealing Effectively With CPAs

Financial Aid and 529s 

  • Recent changes to the financial aid rules and the effects on 529 Plans

 

Introduction To College Funding Course with Rick Darvis, CPA, CCPS

  • Part 1 of the NICCP Intro to College Funding
  • Part 2 of the NICCP Intro to College Funding
  • Part 3 of the NICCP Intro to College Funding
  • Program Guide for the NICCP Intro to College Funding Audio Program 

Recorded Webinars:

  • Zero Tax Rate Capital Gains Calculator with Rick Darvis, CPA, CCPS
  • Not All Withdrawals From 529s Are Tax Free!! presented by Rick Darvis, CPA, CCPS
      529 Taxability Worksheet and Calculator
      529 Taxability Worksheet and Calculator

NICCP Virtual Conference (recorded) 

  • All twenty seven sessions (30 minutes long each)  

 Capital Gains Calculator
 

  


The "College Doctor" Program

Click here to enroll in the College Doctor program

 

Stay Current With College Financial Planning Strategies
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