Education Planning

Overview

Examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.

Highlights

Key Topics

• The planning process and gathering of information
• Assessing financial aid and funding methods
• Funding strategies and tax planning
• Integration with other areas of PFP

Prerequisites

Basic knowledge of the areas of personal financial planning (PFP)

Designed For

Who Will Benefit

• CPAs
• Financial planners
• Qualified professionals with basic knowledge of, and interest in, personal financial planning

Objectives

Learning Outcomes

• Determine the information that must be gathered to develop an education plan.
• Identify the various sources of funding for education.
• Determine the available options for educational financial aid.
• Recognize the integration of education planning with other areas of personal financial planning.