Financial Planning: College


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.

Learning Objectives

Students who successfully complete this course will be able to:

  • 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)

Designed For

Retail, Investment Advisory

Find this course for your license:

License or Certification