PREMIUM TOOLS

Continuing education

CFP Professionals must complete 30 hours of continuing education accepted by the CFP Board.

Savingforcollege.com is proud to offer the following CFP approved continuing education courses to our Annual Premium Subscription holders:

Maximizing Financial Aid Eligibility with 529 Plans

Financial advisors learn what types of financial aid are available, how 529 plans impact the amount of financial aid granted, and what strategies an be used to help clients maximize their students' aid eligibility.

CE Credit: 1.00 Hours General Principles of Financial Planning

529 Gift and Estate

Financial advisors will learn what taxes can affect 529 plans and the rules that apply to each tax. Rules associated with 529 account ownership will also be discussed, as well as strategies to help maximize each gift to a beneficiary.

CE Credit: 1.00 Hours General Principles of Financial Planning

529 and Income Taxes

Financial advisors will learn the origin and mechanics of Section 529, including the benefits and tax laws around 529 plans at both the federal and state levels.

CE Credit: 1.00 Hours General Principles of Financial Planning

Don't have a Financial Professional Subscription?

Upgrade your subscription or sign up here. In addition to the continuing education courses, this annual membership includes access to many useful professional-level resources - including all of the quarterly 529 performance rankings, a 529 State Tax Calculator, and the Portfolio Fee & Performance Lookup tool. This is a subscription no financial advisor should be without!

 

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