Continuing education courses

Maximizing Financial Aid Eligibility with 529 Plans

The number one question many financial advisors receive about 529 plans is "How do they affect financial aid?"

With college tuition continuing to rise and the average debt load for an undergraduate degree at around $27,000 today, parents are concerned with how much a college degree will cost in the future and if they will even be capable of saving that money before their child graduates high school. It's natural for a parent to assume they are going to need some type of financial aid to pay for their child's education. The burden then becomes understanding the financial aid system and how any savings will impact their child's aid eligibility when the time comes.

In this one-hour Continuing Education course, financial advisors will learn what types of financial aid are available, how 529 plans impact the amount of financial aid granted, and what strategies can be used to help clients maximize their students' aid eligibility.

CE credit is 1 hour of General Principles of Financial Planning.

Getting Started

Click here to access the Maximizing Financial Aid Eligibility with 529 Plans course enrollment page.

Click the "Enroll for Free" Button and enter the required information. Begin the course! Remember to email your exam score to in order to receive Continuing Education Credit. Good luck!

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Free for Ameriprise Financial, Commonwealth Financial, Morgan Stanley, Raymond James and RW Baird.

Ameriprise Financial instructions

Consult with your office/branch manager for instructions.

Commonwealth Financial instructions

Commonwealth Financial Advisors, you will find your portal on CommunityLink in the Financial Planning Playbook under Education Planning Tools.

LPL Financial instructions

Visit the Education Planning page in the LPL BranchNet Resource Center to access your portal.

Morgan Stanley instructions

Visit Tools and Forms in the Education Savings Products page in 3DResources to access your portal.

Raymond James instructions

Visit the 529 Plan Resource Center on RJ Net to access your portal.

RW Baird instructions

Visit the 529 Department page on BairdWeb to access your portal.


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