This course takes a close look at the specific goal your clients have to successfully finance a child's higher education. In this course, we review all of the factors you should consider when planning for educational funding with your clients.

• understand the process for projecting college costs
• describe the timetable and process for seeking financial assistance
• identify most of the sources of financial assistance
• describe the types of 529 plans and their advantages and disadvantages
• understand the Uniform Transfers to Minors Act (UTMA)

Retail, Investment Advisory