Course Description

As the cost of higher education continues to climb, paying for college has become a much bigger strain on the wallets of American families. For this reason, a greater value has been placed on education planning. However, knowing how financial aid and education credits fit together is a challenge for the practitioner. Perhaps an even bigger challenge may be quantifying the education need in the first place, so that it can be incorporated into the financial plan. In this course, we will address these emerging areas of financial planning and give you tips to successfully navigating the education planning puzzle! 

Learning Objectives

  • State how to calculate the education needs of a client.

  • Identify how financial need is calculated on the FAFSA.

  • Recognize the quantitative inputs and mathematical approaches to figuring out how to save for retirement.

Additional Required Materials

  • Level: Intermediate

  • Field of Study: Finance (NASBA); Education Planning (CFP)

  • Who Should Attend: Tax practitioners and financial advisors who have clients with education planning needs.

  • Required Knowledge: A solid understanding of individual income tax strategies and issues.

  • Advanced Prep: None

Instructor

CPA, CPCU, MST, MBA David Peters

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He holds four Masters degrees and contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.