Promoting financial literacy and education
NEW WHITE PAPER FOR ADVISORS AVAILABLE FOR A LIMITED TIME
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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, isnt 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:
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.