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Avalara middle
Self-Study CPE
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Planforcollege riskin


Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Bookkeeper 
Course Description

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

Learning Objectives

  • The fundamentals of college planning and student loan advising along with 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 the Founder of the American Institute of Certified College Financial Consultants (AICCFC). As the Founder of the AICCFC, Ross has brought together his professional experiences and his experiences in academia to form an organization whose mission is to offer educational training in the areas of college and student loan advising to CPA Financial Planners. The AICCFC is the issuer of the premier certification in college and student loan advising, the Certified College Financial Consultant (CCFC) designation. CPAs, CFPs, PFS, and Enrolled Agents are able to obtain this designation after completing education, examination, and service requirements. 

Ross is proud to be the Program Director for the only CFP Board Registered undergraduate program in the state of Connecticut and has been instrumental in creating the Personal Financial Planning Concentration within the Master of Science in Accounting program, which features the AICPA’s Essentials in Personal Financial Planning course. Ross is also the Founder and Managing Member of Riskin Advisory, LLC (college planning practice) and is the Vice President of Riskin & Riskin, PC (public accounting practice).

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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The American Institute of Certified College Financial Consultants (AICCFC) is an organization that was created to offer educational training to CPAs and Financial Planners who wish to learn how they can advise their clients effectively in the areas of college and student loan advising. The AICCFC is the issuer of the premiere designation in college and student loan advising, the Certified College Financial Consultant (CCFC) designation. CCFC credential holders must hold either the CPA, PFS, CFP, and/or the EA designation. In order to obtain the CCFC designation, members must also fulfill education, examination, and service requirements.