Webcast: College Financial Planning: Financial Aid Process (CAFIAP16)
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When: 10/7/2016
1:00: PM until 3:00 PM
Where: Webcast
United States
Presenter: Gary Carpenter, CPA, CCPS

Online registration is closed.
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Acronym CAFIAP16
CPE 2 hours
Vendor CalCPA
Level Overview
Yellow Book No
Prerequisite None
Who should attend CPAs, CFPs, lawyers and personal financial planners.
Members $60
CPA Non-Members $94

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


Many clients with a child about to go to college are asking about the financial aid. During this webcast, we'll follow the steps from completing financial aid forms to selecting a college. This process can span a year or more, during which the family will visit colleges, complete applications, revisit certain colleges, complete financial aid forms, receive acceptance letters, receive award letters and even appeal awards.

Materials are provided as an ebook


  • Determine when students should apply and what type of application they should submit. 
  • Determine when financial aid forms need to be submitted.
  • Understand the difference between an admissions letter and an award letter.
  • Learn how to appeal an award letter.


  • Financial aid process: College financial adviser and completing applications.
  • Colleges applications: Using an education consultant to determine college, deadlines, essays, college visits.
  • Once accepted: Acceptance vs. award letters and appeal letters.