Resource Center: Professional Development


The Mechanics of College Funding

May 14, 2018

Approved for AFCPE ® and CFP® Professionals

Learn to help families save ON the cost of college, not just FOR the cost of college. We teach a fiduciary, process-driven approach for reducing the sticker price of college through maximizing financial aid, tax incentives, and smart lending. Help families achieve great college planning outcomes with real, actionable, late-stage college funding advice. Learn how to better serve Generation X families, and advise them on their largest financial fear — paying for their children's college. We're on a mission to revolutionize our industry's approach to college funding advice. We intend to empower fiduciary financial professionals with the tools they need to help families make an informed college buying decision. Join us for a deep dive into the process we use in our firm every day to help clients navigate the stressful process of funding their children's college education. 

To learn more about our unique approach to this largely underserved planning area, you can read our February 2016 cover article in the Journal of Financial Planning, Changing the Approach to College Funding Advice, or just try the free trial of this course. Together, we can end the student loan crisis one family at a time.

AFCPE Professionals/Members will receive 50% off this in-depth training program. 

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