Education Planning

Education planning helps clients invest in one of life’s most meaningful goals — learning.

Whether saving for a child, funding your own development, or navigating student loan repayment, planners play a key role in aligning education with long-term financial well-being.

Why It Matters

The cost of education continues to rise, and planning ahead can reduce debt, increase access, and preserve other financial priorities. Advisors who understand savings vehicles, financial aid dynamics, and repayment strategies are better equipped to support clients through major life transitions.

Key Focus Areas

Saving for Future Education

Understand how to use 529 plans, custodial accounts, and other strategies to help clients set realistic savings goals.

Funding Current Education Needs

Learn how to evaluate aid eligibility, education tax credits, and cash flow planning to support higher education without derailing financial plans.

Navigating Student Loans

Support clients in selecting repayment options, consolidating or refinancing, and balancing debt with other financial obligations.

Featured Learning Opportunities

Compare Savings Strategies

Explore tools and guidance for helping clients weigh education savings options, tax implications, and ownership structures.

Support Informed Decision-Making

Access resources that help clients evaluate school costs, aid packages, and the long-term value of education.

Coach Through Repayment Challenges

Learn strategies for counseling clients with student debt, including income-based repayment, forgiveness programs, and refinancing considerations.

Education is a lifelong investment. Help clients plan wisely and stay empowered through every stage of their learning journey.

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