The College Funding and Student Loan Advisor

A Comprehensive Training Program

Earn Up to 22 CFP CE Credits

In a 12 month period

Differentiate Yourself From Other Financial Advisors

College Funding is the second most common financial goal for parents and grandparents. Do you have the knowledge to provide the best answers? Student Loan Repayment Advice is the most common financial dilemma that young professionals are seeking as a solution. How do you plan on attracting new professional clients or retain assets without the right training?

Get the Training and Knowledge You Need

Saving and
Paying For College

College Saving Options

Financial Aid Positioning

FAFSA/ EFC Calculations

Advanced Tax Strategies

Grandparent Planning

Student Loan

Debt Structure Importance

9 Federal Loan Repayment Options

Private Refinancing Impact

Student Loan Forgiveness

Strategies for Married Couples

CFSLA Course Overview

15 Immediate CE credits at course completion

2 Case study webinars

5 Webinars on current issues during the year

Presentation PDF for note taking

Key terms for each section