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Free cpe webinars
Planning for College and Higher Education Expenses

PLANNING FOR COLLEGE AND HIGHER EDUCATION EXPENSES

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

With the cost of higher education on the rise, advisors working with individual clients have the opportunity and responsibility to help clients understand how education costs factor into their big picture financial plan. This presentation will serve as the foundation piece in which financial planners can learn the basics of college planning and how they can begin to incorporate these services into their practices. The session will discuss how to approach college savings vehicles, the financial aid system, and different strategies associated with the planning areas involved at a minimum.

Learning Objectives:


  • Understand the fundamentals of college planning and how the financial aid system works.

  • How to advise students and families on navigating the college planning process through academic planning, tax planning, financial aid planning, and cash flow planning strategies.

  • How to work with clients (and other advisors) no matter what stage in the education planning process they are in.

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Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC, and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Professor Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Professor Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Professor Riskin received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Riskinbanner
Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC, and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Professor Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Professor Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as The Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Professor Riskin received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.