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For Advisors

Financial advisors can help sandwich-generation families create a holistic financial strategy – and it starts with college planning.

Did you know that figuring out a way to pay for college is the #1 financial fear of Gen X parents?

Advisors who don’t address college planning as part of their comprehensive solution are missing the boat!

Incorporating college planning into your practice can help you to immediately address a pressing, time-sensitive issue your clients are facing. This creates a strong relationship foundation, built on trust and understanding. Once clients have this initial “sword in their back” addressed, they’re willing to trust you with the rest of their critical financial decisions. So, how do you get started?

The Training

Through the Financial Planning Association, I’ve helped to create the College Planning Made Easy Certificate program. A unique training program that streamlines the college planning process. Course participants will walk away learning.

  1. Project a family’s financial aid and out of pocket cost at individual institutions
  2. Create a college funding plan and ensure students graduate with manageable debt without robbing retirement
  3. Understand the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) need based financial aid eligibility
  4. Income and asset strategies to maximize financial aid offers
  5. How to analyze, compare, and appeal financial aid award letters
  6. Cash flow and tax planning strategies for college
  7. Understand the pending changes and planning opportunities as a result of the FAFSA Simplification Act

The course is available to members and non-members alike.

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The Designation

As a member of the board of the American Institute of Certified College Consultants (AICCFC) I proudly back their certification programs that focus on college planning. Applicants earn not only their certification, but 15 CE credits upon completion of the course.

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The Software

I’m a co-founder of College Aid Pro™, the #1 rated financial planning software according to the t3 Survey. College Aid Pro™ is changing the way America shops for college by creating a streamlined approach to college planning through leveraging technology. Advisors can access the College Aid Pro™ system, lead generation tools, and more.

15% Discount Use the code JTM15 at checkout

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The Mission

With the rising costs of college, the NAPFA Foundation has dedicated itself to offering families the tools needed to create a cost-effective plan for paying for college. Powered by College Aid Pro, families will be able to review specific costs associated with attending the colleges of their choice and gain valuable insights into the complex world of financial aid.

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