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CourseID: 105317
| Media: Media
| CEUs: CFP?? Board, CPE - excl. NJ, NE, OH, TX, VA, HI, AR, DE, WV, IL
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Certified College Planning Specialist (CCPS) Designation Training Class |
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Certified College Planning Specialist (CCPS) Designation Training Seminar
Certified College Planning Specialist
If you're looking to add college funding services to your practice then you've come to the right place!
ABTrainingCenter.com offers CCPS training and certification courses for those individuals interested in earning the prestigious Certified College Planning Specialist designation.
The Certified College Planning Specialist (CCPS) designation is the nation's first and only professional certification program for experienced financial planners and advisors who wish to assist families in reducing the financial impact of sending children to college.
The need for reducing college costs is huge and the results you can provide as a Certified College Planning Specialist are incredible, desirable and a real value added to your practice.
The purpose of the CCPS certification program is to provide designees with the knowledge and resources necessary to help families reduce the costs and find more efficient ways to pay for college without sacrificing current lifestyle or future financial health.
The CCPS certification is a symbol of knowledge, experience, expertise, and professionalism that will surely differentiate you from other financial advisors.
Curriculum
The CCPS is accomplished through self-study; candidates will receive access to online study materials that cover the entire curriculum. Candidates must pass a comprehensive competency test for each of the following three modules:
I. Paying for College- Financial aid overview
- Student resources, grants, scholarships
- Work-study
- College loans
- Alternative loans
- College admission issues
- Advanced financial aid topics (EFC worksheet, Federal vs. Institutional Formulas, etc.)
II. Saving for College
- Section 529 qualified tuition programs
- Coverdell education savings accounts
- UGMA/UTMA
- Roth and traditional IRAs
- Savings bonds
- Life insurance
- Tax efficient mutual funds
- Real estate
- Associated financial planning considerations
III. Advanced College Funding Strategies
- Academic strategies
- Hope and Lifetime Learning Credits
- Parent and child tax planning opportunities, implications, and tax capacity
- Coordinating investment contributions and withdrawals
- Cash flow & creative borrowing strategies
- Funding college and retirement at the same time
- Parent and grandparent estate planning considerations
- Middle and upper income family issues
Examination Requirements
The competency test for each of the three modules is a 30-minute, 40 question, web-based examination. Candidates must answer at least 70% (28 out of 40) of the questions correctly to pass, with test results provided immediately upon the completion of each exam.
Candidates may take the tests at the completion of each study module or all at once. The cost of the testing is included in the price of the CCPS Program registration.
Additional Information
For more information about the CCPS designation and requirements, click here.
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Price |
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$1,485.00
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