College and Student Loan Planning Essentials

Overview

Due to the rising costs of higher education and all-time high student loan debt levels, individuals and families are relying more than ever on advisors to help them navigate the financial complexities associated with saving for and paying for college. This course is designed for advisors and financial professionals who wish to become more knowledgeable in the areas of education funding, financial aid planning, and student loan advising. The following topics will be covered in the course: education funding, financial aid planning, planning with education tax deductions and credits, student loan advising, practical planning strategies for high-income and high-net-worth individuals, practical planning strategies for business owners, practical planning strategies for divorced couples and blended/modern families, and practical planning strategies for grandparents.

Developed by the American Institute of Certified College Financial Consultants and powered by the Investments & Wealth Institute, the curriculum combines a best-in-class learning experience with practical takeaways that can be applied immediately to add value for individuals and families across all income and wealth spectrums.