Dates and Times
The Residency course will be held LIVE at the South Point Resort in Las Vegas on Monday, Tuesday, and Wednesday, September 10-12. Sessions run from 8 AM - 5 PM on Monday and Tuesday and from
8 AM - 3 PM on Wednesday.
Continuing Education Credit- Get 2/3 of your required yearly CE at one time!
The NICCP Residency program qualifies for 16 hours of CE credit for your CCPS certification. CCPS Designees are required to complete 24 hours of CE per year. This may be the best CE course you have ever attended!
Click on this link to download a recording of the call detailing the Residency Program:
Residency Program teleconference call
Looking for a plug and play system?
The NICCP Residency Program is a college funding training program that will introduce a new system for walking a family through the college process. The Residency Course is not just a 3 day lecture. It will be a hands on experience with a "workshop" feel. This course details the mindset, the conversation skills, and knowledge of the strategies; all of which are needed to consistently attract and engage families with college concerns. There will be plenty of case studies and practice exercises.
Note:
To maximize the experience for all attendees, class size for the Residency Program will be limited to 60 participants.
Are you struggling to engage college planning clients?
The NICCP Residency Program is for Certified College Planning Specialists that want to be able to put their knowledge of college to real practical use. It’s intended to help you be proficient in “DOING” the business! This program teaches you how to "talk college" with your clients – in a way that attracts their attention, creates interest, and motivates them to engage.
This is a college financial planning practice management course! Talk with successful college planners and learn how they have dealt with some of the basic issues that you face. It uncovers which strategies to use for saving for college- reducing the cost of college- and paying for college. We'll show you how to help families of all income levels, even if they don't qualify for financial aid, by using cash flow strategies, tax strategies, and savings/investment strategies.
You'll come away with a proven step by step guide to running clients through a complete funding plan!
What can I expect from the NICCP Residency Program?
You'll 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 achieve big savings! You'll gain the confidence needed to provide comprehensive college plans that would normally take years to realize.
Anyone can say they do college planning…
but it takes training and hands-on experience to really learn and understand how to evaluate a client's situation and how to produce a great college financial plan. No two clients are exactly alike. You'll learn how to create plans for families of all income levels!
You may know how to get clients in your office… but what do you do from there?
The NICCP Residency Program will make you take action! You'll learn the questions to ask and the actions to take from the initial greeting, to the first appointment, and all the way through the implementation process.
You'll not only learn the strategies, you'll have a flow chart showing you when and how to use them.
If you're wondering how you can attract more clients, do more business, and get more referrals without asking, reserve a seat in the NICCP Residency program.
Click here to reserve a “seat” in the Residency program
What does the NICCP Residency Program include?
The NICCP Residency Program includes:
Training to provide a strong working knowledge of the business:
Case study work to help you apply the knowledge
Ongoing "discussion group" follow up calls to monitor progress and discuss concerns
Tools needed to learn college funding:
A comprehensive College Funding Reference Desk Book (1,100 pages)
Practical examples, case studies, and planning tips that enhance learning
Listing of sources for additional information on college planning resources
Proven marketing ideas that generate the quantity and quality of leads you desire:
Seminar invitations that attract prospective clients
Sample marketing pieces to help you develop an effective marketing message
A marketing plan to ensure you attract the clients you want
A seminar presentation kit with suggested narratives
Marketing tips that are tied to technical planning tips
Click here to reserve a “seat” in the Residency program
The NICCP Residency Program enables financial advisors to add more value to their existing services.
The NICCP Residency Program provides the financial advisor distinct college funding knowledge and expertise.
The NICCP Residency Program enables you to show use a process to show families a plan to save and pay for college without sacrificing current lifestyle while linking college planning to tax, retirement and estate planning.
The cost of the Residency Program
The Residency Program is only $495 for all three days. Continental breakfast, lunch, and dinner, is included all three days! (No dinner on Wednesday). At this price you can't afford not to attend.
