Earn Your
Certified College Planning Specialist [DesignationExpand] Your Practice With A College Financial Planning Designation
With the cost of college continuing to rise significantly, parents realize that they need to plan and fund college as soon as possible.
Most families, however, realize that they need professional help to sort through the numerous funding options, and to help craft and execute the best plan for their needs...and a Certified College Planning Specialist designation can help you win this business!
The Certified College Planning Specialist (CCPS) designation is the nation's first and only professional certification program with an exclusive focus on college financial planning. The CCPS certification program is designed for financial advisors who actively want to assist families in reducing the financial impact of sending children to college.
Curriculum Overview
The purpose of the CCPS certification program is to provide designees with the knowledge and resources necessary to start and manage a successful college planning advisory practice.
The CCPS certification is a symbol of knowledge, experience, expertise, and professionalism that will surely differentiate you from other financial advisors.
Candidate training and testing will focus on the three key areas or Modules highlighted below.
I. Paying For College
- Financial aid overview
- Student resources, grants, scholarships
- Work-study
- College loans
- Alternative loans
- College admission issues
- Advanced financial aid topics (EFC worksheet, Federal vs. Institutional Formulas, etc.)
II. Saving For College
- Section 529 qualified tuition programs
- Coverdell education savings accounts
- UGMA/UTMA
- Roth and traditional IRAs
- Savings bonds
- Life insurance
- Tax efficient mutual funds
- Real estate
- Associated financial planning considerations
III. Advanced College Funding Strategies
- Academic strategies
- Hope and Lifetime Learning Credits
- Parent and child tax planning opportunities, implications, and tax capacity
- Coordinating investment contributions and withdrawals
- Cash flow & creative borrowing strategies
- Funding college and retirement at the same time
- Parent and grandparent estate planning considerations
- Middle and upper income family issues
Each of these Modules may be purchased independently for professional development or in conjunction with successful completion of the competency tests to earn the CCPS designation.
CE Credits:
The CCPS Designation also qualifies for the following CE credits:
- CFP╝ Board: 16
- CPE - excl. NJ, NE, OH, TX, VA, HI, AR, DE, WV, IL: 16
Price:
$1,295.00, payable by credit card or by check with our "Create Your Invoice" option.
