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(Please provide your email address below to receive the white paper- to reduce costs this is the only distribution method that will be used. The white paper will be sent via [email protected] so be sure to add this to your settings to prevent the white paper from being directed to your spam folder.)

Financial advisors are needed to work with thousands of families seeking help with education funding, and college planning is a potentially lucrative niche for advisors looking to expand their practices. Adding college planning as a niche, however, isn’t for everyone and can present challenges for financial advisors.

The American Education Foundation (AMEDF), a leading provider of training and education for advisors interested in adding college planning to their practice, has published a white paper titled “College Planning Opportunities and Challenges” for advisors.

AMEDF is a not-for-profit, charitable organization with a mission to ensure college success. Since 1997, AMEDF programs have serviced thousands of families with college-bound students in ten states and engaged hundreds of financial advisors in helping families better prepare for college. This experience has been summarized in “College Planning Opportunities and Challenges” and is being made available free of charge for a limited time.

Recent legislation and market turmoil have caused college financing options to disappear, creating a tremendous need for the right kind of financial advisor to help families find solutions in college funding. Learn about the right way to add college planning to your practice and the pitfalls to avoid. Topics covered in this white paper include:

  • The real facts behind the current crisis in college preparedness
  • The type of services that generate the greatest benefit and revenue
  • The types of clients attracted by college planning
  • How college planning leads to additional opportunities in insurance and investments and how to properly transition from one to the other
  • Federal, State, and other regulatory issues governing college planning
  • Key business processes needed to successfully add college planning to a practice
  • Professional development programs and what knowledge is needed to be proficient as a college advisor
  • Integrating college planning into an existing financial planning practice
  • Various organizations in the college planning arena and how to determine the legitimate ones to work with
  • And much more…  

If you are a financial advisor and interested in learning more about college planning, register below to receive this white paper on opportunities and pitfalls in college planning. Fields marked by ( * ) are required.


Are you a licensed financial advisor?*
If "Yes" do you currently offer college planning?
Is this your first contact with the AMEDF or the AMEDF Alliance?*
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