Financial Advisor Resources
With a pipeline to what colleges are doing and deciding, stay informed with timely insights and trends to help your clients navigate the complexities of college planning, saving and financing.
Insider insights that set you apart
Our member college experts offer insightful higher education perspective you won’t find anywhere else. Expand your offerings and look at your clients’ overall financial well-being from estate planning strategies and balancing retirement planning to tax advantages and legacy planning. Dive in to give your clients so much more.
Partner with us to open up opportunities for you and your clients — all in one place. Contact jonathan@PC529.com.
CW expertise on tap
Expected family contributions
Determine financial aid eligibility for families applying to college.
Take a deep dive >>
Helping families plan
How can you best help your clients prepare for educational expenses? This session with NAPFA just for financial advisors can give insights.*
Learn how >>
*Eligible for both NAPFA and CFP CE credits
Hear the ins and outs from Curtis Ferguson, Associate Director of Admission at USC, and Orlando Ramirez, Assistant Director of Admission at DePauw.
Are you really ready for college? >>
The real cost of college
Find out what really factors into it from Kathy Anderson, Associate Vice President of Student Financial Services at Berklee College of Music.
Learn how to calculate the cost >>
The gap between financial aid and college costs
It’s different for everyone. Adrienne Montgomery, Director of Financial Aid at Xavier University, talks what it is and how to maneuver it.
Find out how to bridge the gap >>
Ask the expert
Outside scholarships and financial aid
Tom McWhorter, Dean of Financial Aid at USC
Learn if scholarships really impact financial aid awards >>
Additional expert resources
Changes to Financial Aid Rules
Learn about changes Congress has made to the FAFSA in 2021.
Get the rules >>
Prepaids and the Optimal College Savings Portfolio
See how prepaid plans fit into a solid college savings portfolio, and how to diversify investments with prepaid assets.
Download the study >>
6 Benefits of Saving for College
Potential cost savings with reduced investment risk. Learn about some of the additional benefits of saving for college with a prepaid plan.
See the benefits >>