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Education planning

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Education Planning

Examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.

Course – Online Education planning Intermediate

PFP Boot Camp: Investment and Education Planning

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will...

Course – Online PFS credential preparation

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

Options for retirees paying off family members’ student loan debt

This article discusses steps older borrowers can take if they are struggling to pay off student loans.

Article Education planning Foundational

3 Reasons Every Client Should Complete a FAFSA

Your clients' children are college-bound, and tuition seems covered. FAFSA offers unrecognized college-planning advantages, even if financial aid is not anticipated....

Article Education planning Intermediate

Essentials of Personal Financial Planning

Essentials of Personal Financial Planning guide is a great resource for financial planners to help their clients take a more holistic approach to their finances and...

Publication PFP process Foundational

Are IDR plans right for clients with student loan debt?

This article provides the details of these types of plans so you can help your clients make the best decision.

Article Education planning Intermediate

Helping Clients Plan Ahead for College Expenses

Helping clients understand how much to save based on their education goals prepares them for the cost of college. This blog post provides six considerations to think...

Article Education planning Foundational

Advising Clients on Avoiding 529 Plan Pitfalls

This podcast discusses the biggest pitfalls of 529 plans and how to help your clients.

Video Education planning Intermediate

Advising Clients on Balancing Retirement and Education Savings

This archived webcast discusses strategies to consider when advising clients on how to balance saving for their own retirement and their children’s education.

Webcast Process, taxation & strategies Foundational

Analysis of a Tax Return for Personal Financial Planning

Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.

Tool Estate planning Foundational