The NICCP's
"Introduction to College Funding"
with Rick Darvis, CPA, CCPS
The July course will be held on
Tuesday, Wednesday, Thursday
July from 3-5 PM Eastern
Registration Links
Note: This is a 3 part course (2 hours each day)
Please use the links below to register for each day's session.
The NICCP's "Introduction to College Funding" is a three-part, six-hour (each session is two hours) webinar teleconference course that guides you through the step-by-step process for delivering college-funding services to clients of all income levels.
Who should participate?
Financial planners and CPAs who would like to provide more in-depth college funding advice for their clients and who would like to attract a constant stream of new clients.
What is the cost of the program?
This course is FREE.
Does the course qualify for CE/CPE?
Yes, the course qualifies for 8 hours of CE for CFPs in all 50 states and for CPE for CPAs in 41 states.
The states that do not currently accept the CCPS program for CPE credit are:
New Jersey, Nebraska, Ohio, Texas, Hawaii, Arkansas, Delaware, West Virginia, Illinois
What will you learn?
During each session, you will simultaneously view the guide and listen to the instructor. This is an interactive call and questions are welcome. The guide will be emailed to you prior to the three sessions. Advanced reading of this guide is suggested.
At the conclusion of the three-session workshop you will be able to:
* Identify the data needed to calculate a student’s financial aid eligibility
* Evaluate a family’s finances and recommend strategies to increase eligibility for financial aid
* ACCURATELY complete financial aid forms for clients
* Advise a client on when to appeal a financial aid offer to obtain a better offer
* Suggest strategies to reduce the cost of college for a family that does not qualify for financial aid
* Present “college friendly” investment alternatives to the family to save for future college costs
* Maximize the education tax incentives, including the Hope and Lifetime Learning credits
* Use your knowledge to promote your college-funding services and attract new clients
What is included in the program?
The NICCP's Introduction to College Funding consists of the following components:
* Three sessions of technical instruction on college financial aid, tax and investment strategies for clients of any income level.
* In-depth case study work to expand your understanding of college funding.
* The NICCP's Introduction to College Funding technical guide. This technical resource guide will provide you with the basics needed to establish a productive college-funding service.
What financial advisors say about The NICCP's Introduction to College Funding Course
Allan Boress, CPA, CFE (Eustis, FL)
Named as one of the 100 most influential CPAs in America
“This is the finest, most thorough introductory training program I have seen in 22 years as a CPA, seminar leader, and marketing consultant.”
Andy Biebl, CPA (New Ulm, MN)
Recipient of the AICPA’s Outstanding Discussion Leader award
“Thanks so much for the outstanding college funding program. The reaction on the part of our associates has been universally enthusiastic. You really opened our eyes as to the tremendous opportunity for client service in the educational funding area.”
Joe Hurley (Rochester, NY)
National 529 Plan expert and founder of savingforcollege.com website
“The NICCP Introduction to College Funding provides professional planners with the information they need about 529 plans and other powerful tools available to investors. You will be amazed by the number of legitimate planning strategies available to the family with college-bound children.”
Danny Santucci, JD (Costa Mesa, CA)
Nationally known tax and retirement planning author and lecturer
"Today's high cost of college is forcing parents to rethink their retirement plans and programs. This course is a must for financial professionals in counseling clients on how to save and pay for college."
Stephen E. Capizzi, CFP (Alpharetta, GA)
Core Financial Advisors
"The NICCP's Introduction to College Funding is a “Wake Up Call” to planners and advisors across the country. I was surprised by how many potential pitfalls there are in college planning. This course makes you aware of the landmines and shows you how to navigate the landscape. It ties in financial aid, tax planning, cash flow, and investment vehicle selection.
