Spring College Planning Update &
Quick-reference eBook
Having the College Money Talk with Kids - An Advisor's Perspective
(1 Hour of CFP® CE Credit)
This hour presentation simplifies key elements of Spring-season college planning:
- Being the guide your clients need so they can be the hero for their children
- Openly discussing budget, loans, and expectations
- Deciding how much of the financial responsibility the student will take on
- Choosing a college that matches your student academically, personally, and financially
- Exploring the financial realities of life after college
- Understanding how to create a smart lending strategy
Click here to report your completion for 1 hour CFP™ CE Credit
April isn't just awards season. It's also financial literacy month. Many of your clients' kids are about to make one of the biggest financial decisions of their lives. Their parents want to be their guides - can you help them?
Buckingham Strategic Partners has partnered with College Aid Pro to provide you with the best on-time education, resources, and support for financial advisors on the topic of late-stage college funding. We're your go-to resource for all college questions. Click below to access the full College Planning Resource Center including past webinars, guides and more.
Still looking for more? Schedule a consultation with a college planning expert below to learn about our technology and support for advisors, or how to simply refer your clients to us for targeted expert advice.
Meet the Expert
Mike Brown
If you are ready to elevate your financial planning services and grow into the college funding niche, Mike is your guy.
He will show you how College Aid Pro™ can be implemented into your practice and how to utilize our platform to help guide families in need, or simply refer clients to us for targeted expert advice.
