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Advanced Education Planning Workshop


Workshop Description and Agenda

The Advanced Education Planning pre-conference workshop is designed to equip advisors working with clients from all generations with advanced knowledge and practical skills in education funding, financial aid planning, and student loan advising. This half-day program will cover key concepts, strategies, and case studies to provide attendees with a comprehensive understanding of effective advanced education planning techniques.

Registering for this pre-conference workshop also includes access to the CCFC Education Course as part of the CCFC Designation Program, which is delivered asynchronously online and is approved by the CFP Board for 15 Hours of CFP® CE. The pre-conference workshop is pending approval for 3 Hours of CFP® CE as well.

The Instructors

The top experts in the country on education funding, financial aid planning, and student loan advising will be leading you through this jam packed and fun filled workshop!

Pre-Con Workshop Pricing

Includes Enrollment in CCFC Education Course | CCFC Designation Program

College Students

Are you ready to become the "Go To"

Education Planning Resource for your clients? 

CCFC Testimonials

"The CCFC Designation is easily one of the most valuable and relevant designations available to planners today. I would strongly recommend other financial planners expand their competence with the CCFC!"

Padric Scott, CFP®, ChFC®, WMCP®, AEP®, CCFC

Graduating Students
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