WHO NEEDS A CERTIFIED COLLEGE PLANNING SPECIALIST?
WHO NEEDS A CERTIFIED COLLEGE PLANNING SPECIALIST?
Approximately 13 million families could use the help of a CCPS.
Consider these facts:
The average yearly cost of a public university is $16,000
The average yearly cost of a private college is $32,000
The average yearly cost of an elite private college is $48,000
Anyone with college bound children can benefit from reducing costs.
A CCPS can help!
WHAT IS THE CCPS DESIGNATION?
The Certified College Planner Specialist (CCPS) is a professional designation
focused exclusively on college financial planning and is awarded to those
financial advisors who can meet the high standards of education, experience,
and professionalism that are required of all its members.
HOW CAN A CERTIFIED COLLEGE PLANNING SPECIALIST
HELP YOU?
A CCPS receives training and education and must complete comprehensive
examinations on a wide range of college funding topics making them the advisor
of choice in helping you reduce the financial burden of college.
They address problems related to:
I. Paying for College
Financial aid overview
Student resources, grants, scholarships
Work-study
College loans
Alternative loans
College admission issues
Advanced financial aid topics
(EFC worksheet, Federal vs. Institutional Formulas, etc.)
II. Saving for College
Section 529 qualified tuition programs
Coverdell education savings accounts
UGMA/UTMA
Roth and traditional IRAs
Savings bonds
Life insurance
Tax efficient mutual funds
Real estate
Associated financial planning considerations
III. Advanced College Funding Strategies
Academic strategies
Hope and Lifetime Learning Credits
Parent and child tax planning opportunities, implications, and tax capacity
Coordinating investment contributions and withdrawals
Cash flow & creative borrowing strategies
Funding college and retirement at the same time
Parent and grandparent estate planning considerations
Middle and upper income family issues
Affluent family issues
Call COLLEGIAN INTERNATIONAL today…. AND SAVE BIG TOMORROW!
COLLEGIAN INTERNATIONAL
CHERRY HILL, NJ PAOLI, PA
TELEPHONE: 856.673.4087
www.collegianinternational.com
“WE HELP FAMILIES FULFILL THEIR EDUCATIONAL ASPIRATIONS FOR THEIR CHILDREN WITH LESS STRESS AND COST !!!!”
