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.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
NFP data shows an engagement gap is holding back retirement readiness despite high trust.
Alan Feutz leaves the wirehouse in Illinois, while a team of five make a break from their Connecticut firm.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
