College Planning for Tax and Financial Professionals 11 hours

College Planning for Tax and Financial Professionals walks you through the details of College Planning System and shows you how to add this service to your client offering. This course teaches you how to turn your current client base into a cash machine. Get paid thousands more for clients you already have with a proven, reputable system.

Module 1 : Calculating EFC (Expected Family Contribution)

Understanding EFC is at the foundation of becoming an effective College Planner. Finding ways to lower a family’s EFC is a hallmark service of College Planning.

3hrs. 40min.

Module 2 : Calculating School Aid

Module 2 gets into the details of projecting the aid you can more-or-less count on from private, public, or state colleges.

30min.

Module 3 : Filling out the FAFSA

80% of families fill out the FAFSA incorrectly. This often creates a higher college bill for families – but it also creates an opportunity for College Planners to help in a big way.

50min.

Module 4 : How to Price Your Services

Effectively explaining what we do creates an opportunity for you to add value to your services. What you charge for College Planning should be complementary to the immense value you provide for families.

3hrs 10min.

Module 5 : Attracting New Clients in the Off-Season

Year-around business is what this module aims to address. Learn key marketing strategies that will help you bring in new clients all throughout the year.

1hr. 05min

Module 6 : Negotiations and Appeals

Tips and strategies for negotiating more financial aid from colleges; and, how to appeal an award letter with colleges.

15min

Module 7 : The Tax Scholarship

Year-around business is what this module aims to address. Learn key marketing strategies that will help you bring in new clients all throughout the year.

50min

Module 8 : Completing the CSS Profile

In this module you get a step by step walk through on how to complete the additional financial aid form, the CSS Profile

1hr.01min

Module 9 : Marketing Materials

Learn key marketing strategies that will help you bring in new clients all throughout the year.

 

54 min

Module 10 : Adding Financial Services to Your Menu

Year-round business is what this module aims to address. 

1 hr. 06 Min

Monthly Q&A : Recorded Webinar Series

Bi-weekly Q & A sessions with Ron Caruthers.

*ON-GOING

Live Workshop: August 6-7, 2018

Bi-weekly Q & A sessions with Ron Caruthers.

August 6-7, 2018

Ron Caruthers

Instructor & Coach

Ron Caruthers grew up in Santa Monica, CA, and he’s helped over 4600 families from across the country plan and pay for college.

Ron Caruthers was an adjunct instructor at Palomar and Mira Costa Colleges in San Diego, California, and is a regular on San Diego’s morning news programs. He has been interviewed on ABC, CBS, NBC and FOX. He has also been quoted in Newsweek, Inc. Magazine, USA Today and the Wall Street Journal, among other publications.

Refer a Friend

Do you know someone who can benefit from offering College Planning or Financial Services to their firm/ practice? Have them call us!: 760-607-7021

Need 1-on-1 Coaching?

Reach out to Ron Caruthers to schedule a 1-on-1 coaching schedule that works for you! 760-607-7021

Financial Peace of Mind Is Priceless!

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