The Financial Planning Association has created a four-hour course designed to help financial planners assist clients with higher education costs and financial aid.
Designed with College Aid Pro, the course qualifies for 4.5 CFP CE credits provides technical information about college funding as well as exercises to help planners guide clients through the behavioral and emotional aspects of college decisions.
The course, which costs $199 fee for FPA members and $299 for nonmembers, enables an adviser to project a family’s financial aid and out-of-pocket cost at individual institutions, create a college funding plan manageable by students and parents, understand federal and other formulas for financial aid, and help analyze, compare and appeal financial aid letters.
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
