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Education Planning

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VSCPA Members
$79.00 Regular Registration
$99.00 Regular Registration

Education planning plays a significant role in personal financial planning. Yet the cost of an education is one of the two greatest financial concerns for many families-the other, of course, being retirement. Each day, families must decide whether to fund vehicles for retirement or education. With proper personal financial planning, individuals can fund both.

In this CPE course, we examine personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation. This course looks at the personal financial planner's role and the need to be knowledgeable about education funding vehicles, student financial aid programs, education tax credits, as well as income tax applications for education planning. The successful coordination of these disparate elements is necessary to accomplish a successful education plan.

We will delve into financial aid and other funding methods, as well as discuss funding strategies and tax planning. The final part of this course examines how education planning is integrated with the other areas of personal financial planning.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

Related Events

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.