Webcast: College Financial Planning: Financial Aid Process (XCFIAP17)
Tell a Friend About This EventTell a Friend
 

Many clients with a dependent preparing for college are asking about financial aid. Follow the steps from completing financial aid forms to selecting a college. The process can span a year or more. It may include family college visits, completing applications, revisiting certain colleges, completing financial aid forms, receiving acceptance/award letters and submitting award appeals before committing to a college.

10/10/2017
When: 10/10/2017
1:00 PM until 3:00 PM
Where: Webcast
CALCPA
4172998A
United States
Presenter: Gary Carpenter, CPA, CCPS


Online registration is closed.
« Go to Upcoming Event List  

Acronym XCFIAP17
CPE 2 hours
Vendor CalCPA
Category
Specialized Knowledge
Level Overview
Prerequisite None
Adv Prep None
Yellow Book? No
Designed for CPAs, CFPs, lawyers and personal financial planners.
Registration
Member $60
CPA Non-Member $94

The Member rate applies to LCPA members, other 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.

Course Description

Many clients with a dependent preparing for college are asking about financial aid. Follow the steps from completing financial aid forms to selecting a college. The process can span a year or more. It may include family college visits, completing applications, revisiting certain colleges, completing financial aid forms, receiving acceptance/award letters and submitting award appeals before committing to a college.

Materials are provided as an ebook for this course.

Objectives

  • 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.

Major Topics

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