San Francisco, California
London, United Kingdom
This course is worth one Continuing Education credit (CE, CPE) and discusses 529s and how they can impact the financial aid packages offered by qualified institutions.
- Impact of account ownership, assets, and income on financial aid
- Student categorization
- Third parties
- Financial aid methodologies
- Federal Asset Protection Allowance
Registration includes a complimentary box lunch.
No prerequisites or advanced preparation are needed, each class is worth one CPE credit. This credit is for CPAs in the tax field of study, for CFPs in Income Tax Planning, for insurance professionals in the field of Life, Accident & Health.
This program is approved by the Colorado Division of Insurance for Continuing Education Credit.
This program has been accepted by the CFP Board.
CollegeInvest is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
For more information regarding program cancellation policies or concerns please contact our office at 800-376-8852.