A Comprehensive Approach to a Crisis

We make it easy by having the training and software in one place

  • Understanding The Opportunity

    Get an insight into how the market is segmented. This will include an overview of the training and tools that are available.

  • Approach to College Funding

    A description of what information you will need to provide to clients and the value you will add to their financial life.

  • Student Loan Repayment and Forgiveness

    Learn how the growing trend of IDR usage will require the need for more financial advice to help all borrowers make better repayment decisions.

Course curriculum

  • 1
    Welcome to the course!
    • Welcome & Introduction
    • Before we begin we have a few questions...
  • 2
    Let's get started!
    • Presentation Slides for Growing your Financial Business
    • Growing Your Financial Planning Business with Student Loan Repayment and College Affordability Advice
    • Test Your Learning for CE credit and completion email.
  • 3
    Next Steps...
    • Congrats! Here are some additional resources for you
    • Additional Resources and Before you go...

Earn 1 CFP CE Credit

Learn how student loan repayment and college funding can increase your firms revenue