Every advisor with clients who have kids has had this conversation: a family sees a $90,000 sticker price and panics — without realizing that number is rarely what anyone actually pays. Phillip Levine, a leading researcher on college affordability, pulls back the curtain on how college pricing really works: the need-based and merit-based aid formulas that quietly discount tuition for most families, and why the system is built the way it is. You'll leave with a clear, defensible way to guide a conversation that's equal parts confusing and emotionally loaded for clients — plus concrete strategies families can use to potentially lower what they actually pay.
Learning objectives:
- Get inside the "black box" of college pricing to understand how sticker price, need-based aid, and merit aid actually interact — so you can speak to it credibly in client conversations
- Walk away with strategies you can bring to clients to help them potentially reduce the price they pay for college
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, CDFA, and RICP. EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
