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Training Resources

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

 

 

Recordings

Register to download recordings:

6/25/2008: Simplified EFC and Zero EFC with Riley Tommerup

6/24/2008: Keys to Unlocking the Mysteries of Seminar Marketing with Tom De Groot

6/19/2008: The Bridge to College - A College Admission Primer for Financial Planners with Frank Burtnett

6/18/2008: What a Rising High School Senior Should be Doing Now with Eric Goodhart

6/17/2008: The Money Merge Account : 200 clients and not a single complaint! with Andy Hickman

6/17/2008: How to provide value-added admissions counseling services to supplement your Financial Planning Service. Learn what your clients should be doing over the summer with Liz Hamburg

6/12/2008: Drastically Improve Your College Planning Closing Ratio with Ed Kinkopf, CCPS

6/11/2008: Save EVERY family at LEAST $7,000 - and get paid to do it! with Dan Bellerud

6/10/2008: Utilizing and Networking with CPAs & Tax Advisors with Rick Darvis, CPA, CCPS

6/5/2008: Providing Your Clients with a Student Career Planning System! with Diane McCrudden

6/4/2008: How to Determine the Political Ethos of a Campus with Eric Goodhart

5/28/2008: Real Estate Strategies: A Tax and Financial Aid Bonus with Rick Darvis, CPA, CCPS

5/20/2008: Six Questions You Must Ask Each Prospect! with Ed Kinkopf, CCPS

5/15/2008: Tools for College Financial Aid Planning, presented by Carri Frechette of Think Ahead

5/13/2008: Verification! with Riley Tommerup, CCPS

4/30/2008: Save EVERY family at LEAST $7,000 - and get paid to do it! CLEP w/ Dan Bellerud

4/23/2008: The Gift/Sale & Leaseback Strategy ... Tax and Financial Aid Gold! with Rick Darvis, CPA, CCPS

4/17/2008: Effective College Planning Seminars - 24 Critical Talking Points that Deliver Results presented by Ed Kinkopf

4/16/2008: Keys to Unlocking the Mysteries of Seminar Marketing with Tom De Groot

4/9/2008: Why You Need to Provide a Student Career Planning System to Your Clients - with Diane McCrudden

4/8/2008: Expanding your counseling skills: Using an Affordable Online Tool to help your students choose the right schools to visit and to enroll presented by Liz Hamburg & Rod Bugarin

4/3/2008: The Money Merge Account for College Advisors with Andy Hickman

4/2/2008: Chase Student Loans with Jim Taylor

4/1/2008: Institutional Method EFC Formula with Riley Tommerup

3/25/2008: Creating Your Ultimate Call to Action! Seven Factors That Will Ensure Seminar Attendees Want to Meet With You presented by Ed Kinkopf

3/25/2008: NICCP Orientation webinar/teleconference

3/13/2008: Tools for College Financial Aid Planning, presented by Carri Frechette of Think Ahead

3/6/2008: Supplement your Financial Planning Service: Using an Affordable Online Tool to Help Your Families Manage the College Application Process presented by Liz Hamburg

3/4/2008: The EFC: Expected Family Contribution or Eventual Family Confusion? with Don Betterton

2/26/2008: Federal EFC Formula with Riley Tommerup

2/19/2008: Why Free Consultations Fail - And How To Make Them Your Best Tool! with Ed Kinkopf, CCPS

2/19/2008: NICCP Orientation webinar

2/13/2008: What High School Juniors Should Be Doing Now! (Part 2) with Eric Goodhart

2/13/2008: Keys to Unlocking the Mysteries of Seminar Marketing with Tom DeGroot

2/12/2008: Student Career Planning prior to College Selection with Diane McCrudden

2/7/2008: Income and Asset Protection Allowances with Riley Tommerup

2/6/2008: What High School Juniors Should Be Doing Now! (Part 1) with Eric Goodhart

2/5/2008: Student Loan Solution...We Do ALL The Work and You Get Paid! w/Scott Mershon

1/31/2008: The Immaculate Misconception with Ed Kinkopf, CCPS

1/29/2008: Public Speaking: the Good, the Bad and the Ugly with Carl Buck

1/22/2008: NICCP Orientation webinar

1/22/2008: The College/Tax Benefits of Hiring Your Child with Rick Darvis, CPA, CCPS

1/17/2008: Financial Aid Assets and the FAFSA with Riley Tommerup, CCPS

1/17/2008: Tools for College Financial Aid Planning, presented by Carri Frechette of Think Ahead

1/11/2008: NICCP's new H.E.P.P.Y. software demonstration with Rick Darvis, CPA, CCPS

1/10/2008: Supplement your Financial Planning Service: Using an Affordable Online Tool to Help Your Families Manage the College Application Process with Liz Hamburg and ApplyWise

1/8/2008: If Your College Planning Isn't Working -- Try These ... They've Worked For Others! with Ed Kinkopf, CCPS

1/3/2008: The College/Tax Benefits of a Home-Based Business with Rick Darvis, CPA, CCPS

12/18/2007: NICCP Orientation

12/13/2007: Financial Aid Income and the FAFSA with Riley Tommerup

12/13/2007: Supplement your Financial Planning Service: Using an Affordable Online Tool to Help Your Families Manage the College Application Process with Liz Hamburg and Rod Bugarin

12/12/2007: Tools for College Financial Aid Planning, presented by Carri Frechette of Think Ahead

12/7/2007: NICCP Blog with Rick Darvis on Year-End College & Tax Planning

12/6/2007: Student Career Planning prior to College Selection with Diane McCrudden

12/5/2007: Keys to Unlocking the Mysteries of Seminar Marketing with Tom DeGroot of AllPro Printing

11/27/2007: Student Loan Solution...We Do ALL The Work and You Get Paid! w/Scott Mershon

11/27/2007: Parent Webinar: How to get your kids accepted at the college of their dreams and how to pay for it without going broke

11/20/2007: Fast Mortgage Payoff Program Helps Build Your Business with Andy Hickman

11/7/2007: Tools for College Financial Aid Planning, presented by Carri Frechette of Think Ahead

10/25/2007: Group 127 College Plans with James Northam

10/18/2007: 127 Plans for Small Employers with James Northam

10/17/2007: Fast Mortgage Payoff Program Helps Build Your Business with Andy Hickman

10/11/2007: Student Career Planning prior to College Selection with Diane McCrudden

10/5/2007: NICCP teleconference blog with Ed Kinkopf

10/4/2007: Planning Opportunities Using Education Tax Incentives with Rick Darvis, CPA, CCPS

9/27/2007: All about the NICCP Intern Program with Ed Kinkopf

9/21/2007: NICCP teleconference blog hosted by Rick Darvis and Ed Kinkopf

9/19/2007: Fast Mortgage Payoff Program Helps Build Your Business with Andy Hickman

9/14/2007: NICCP Friday Advisor call on 9-14-2007

9/11/2007: Student Loan Solution...We Do ALL The Work and You Get Paid! with Scott Mershon

9/6/2007: Appeal of a Financial Aid Award presented by Rick Darvis

8/24/2007: "NICCP Orientation- Get the most out of your NICCP membership and your CCPS certification

8/15/2007: Fast Mortgage Payoff Program Helps Build Your Business with Bill Goetz and Andy Hickman

8/8/2007: Provide your clients with student career planning prior to searching for colleges? with Diane McCrudden of Career Dimensions, Inc.

7/26/2007: What Every Student in the Class of 2008 Should be doing NOW with Eric Goodhart

7/19/2007: The Best Colleges You Never Heard Of with Eric Goodhart

7/17/2007: How to Beat the New Kiddie Tax Laws with Rick Darvis, CPA, CCPS and Bill Bischoff, CPA

7/10/2007: Fast Mortgage Payoff Program Helps Build Your Business with Bill Goetz of United First Financial

6/28/2007: The EFC - Expected Family Contribution or Eventual Family Confusion? with Don Betterton

5/23/2007: Provide your clients with student career planning prior to searching for colleges? with Diane McCrudden with Diane McCrudden of Career Dimensions

5/22/2007: Tools You Need to do College Planning Right with Carri Frechette of Think Ahead

4/24/2007: An Overview of What You Should Know About College Admissions and Financial Aid with Don Betterton

4/24/2007: NICCP April Town Forum

4/19/2007: How Important are College Essays? with Eric Goodhart

4/5/2007: Making the Final College Decision with Eric Goodhart

3/15/2007: Stop Struggling To Create Great College Funding Plans- Today! with Rick Darvis, CPA, CCPS

3/1/2007: Financial Aid Advice You Can Use When Dealing With Clients with Don Betterton

2/27/2007: Career Planning before starting your college search? with Dr Frank Minor of My Career Profile

2/14/2007: Tools You Need to do College Planning Right with Carri Frechette of Think Ahead

2/13/2007: Student Loans- We Do The Work and You Get Paid! with Scott Mershon of NextStudent

1/24/2007: Career Planning - A decision factor in college choice that will help build client loyalty with Dr. Frank Minor of My Career Profile

1/23/2007: Fact and Fiction on 529 Plans with Rick Darvis, CPA, CCPS

1/17/2007: Myths within the “Myths of Financial Aid” with Eric Goodhart

1/16/2007: Student Loans- We Do The Work and You Get Paid! with NextStudent

12/20/2006: Starting the College Experience with a Sense of Life Purpose with Dr. Bill Millard

12/19/2006: Financial Aid Advice You Can Use When Dealing With Clients with Don Betterton

12/6/2006: Starting the College Experience with a Sense of Life Purpose with Dr. Bill Millard

11/21/2006: How to find the Right College …. and the Money to Pay for it with Don Betterton

10/26/2006: Think Ahead's College Aid Calculator with Carri Frechette of Think Ahead

10/20/2006: How to Read A Tax Return With A Slant On College with Rick Darvis, CPA, CCPS

10/10/2006: State of College Admissions in 2006 with Eric Goodhart

10/4/2006: Web-based Career Planning Tools Create College Funding Clients with David Minor & Diane McCrudden

10/4/2006: Think Ahead's College Aid Calculator with Carri Frechette

9/20/2006: Admission and Aid Practices at Competitive Colleges with Don Betterton

9/19/2006: The College Aid Calculator with Carri Frechette

8/30/2006: Robert Middleton on Client Attracting Strategies That Actually Work!

7/19/2006: Andy Biebl, CPA New Tax Law Changes and College Planning

7/18/2006: Admission and Aid Practices at Competitive Colleges -Presented by Don Betterton

7/6/2006: Kiddie Tax Law Changes... A College Planning Opportunity with Rick Darvis, CPA, CCPS

6/27/2006: Smart College Prep Over the Summer...Makes For Happy Campers in the Fall! with Eric Goodhart

1/26/2006: Deadly Application Errors that Students Make with Eric Goodhart

1/17/2006: Are you ready to attract more clients but don't know where to start? presented by the InfoGuru himself Robert Middleton

1/12/2006: Early Decision or Early Action -Sorting Out All the College Admission Decisions with Eric Goodhart

12/15/2005: Outsourcing Your Clients Tax Work with a Slant on College Funding! Presented by Rick Darvis CPA, CCPS

11/22/2005: Educational Tax Benefits with Rick Darvis, CPA, CCPS

10/12/2005: Getting Parents in the Door with Holly Kreider Ed.D

7/19/2005: Academic Strategies to Reduce College Costs with Eric Goodhart

6/28/2005: College Plans done by Rick Darvis, CPA, CCPS

16 hours of CE!
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College Planning
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