NICCP Introduction to College Funding Audio Program
Price: $49.00

Get the NICCP's Introduction to College Funding Course in for only $49- downloadable in .mp3 format.

This 3 session course is hosted by Rick Darvis, CPA, CCPS.  Rick is the premier college funding guru in America!

The NICCP's "Introduction to College Funding" is a three-session, (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.

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 York, 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