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Education Planning (On-Demand) 2020


This self-study course examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation. Narrated by Tom Tillery, this course looks at the personal financial planner’s role and the need to be knowledgeable about education funding vehicles, student financial aid programs, education tax credits, as well as income tax applications for education planning. The successful coordination of these disparate elements is necessary to accomplish a successful education plan. Updated for the Tax Cuts and Jobs Act of 2017, this course also delves into financial aid and other unding methods, as well as discuss funding strategies and tax planning. The final part of this course examines how education planning is integrated with the other areas of personal financial planning.

Also included is a flow chart that details various education funding strategies, including:

  • Education Savings Bond Program
  • Coverdell Education Savings Account
  • Qualified Tuition Program
  • 2503(c) Trust
  • $14,000 annual gift tax exclusion amount
  • Education Planning

Format: Voiceover PowerPoint, Audio

Learning Objectives
  • Identify education funding strategies.
  • Distinguish among the elements of the financial aid formula.
  • Calculate the financial need component of financial aid.
  • Identify the most common type of financial aid.
  • Recall the income tax treatment of the student loan interest deduction.
  • Identify a consequence of a student loan default.
  • Distinguish between loan consolidation, deferment, and forbearance.
Major Topics
  • The planning process and gathering of information
  • Assessing financial aid and funding methods
  • Funding strategies and tax planning
  • Integration with other areas of PFP
AICPA - Durham
Course Level
CPE Field of Study
Specialized Knowledge
Who Should Attend

CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.

Susan Tillery Tom Tillery


Advanced Preparation


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Education Planning (On-Demand) 2020

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