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Financial Planning: College

Overview

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.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 

Learning Objectives

  • 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




Course Information

Adding additional credit may change exam requirements.

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