Webinar Registration

Maximizing College Financial Aid with the FAFSA and Student Aid Index

Boost Your Client's College Financial Aid outcomes and reduce out-of-pocket costs - CE Credit Available

Monday, December, 9

04:00pm ET

90 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Mark Kantrowitz

College Financial Aid Expert

What You'll Learn

As the cost of college continues to rise, it’s critical for financial advisors to help families navigate the complex world of financial aid. This webinar provides an in-depth guide for financial advisors on best practices to maximize their clients' opportunities for financial aid through the…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Join college financial aid expert Mark Kantrowitz to learn best practices for completing the FAFSA to understanding the Student Aid Index (SAI)—the new metric replacing the Expected Family Contribution (EFC)—and how these changes impact financial aid eligibility. The FAFSA has undergone significant updates, including a streamlined form and changes to how assets and income are assessed. Advisors will learn how these adjustments affect both the aid process and strategies for optimizing eligibility.

Key Takeaways:

FAFSA Best Practices: Guidance on filling out the form accurately and efficiently to avoid costly mistakes.
Understanding the Student Aid Index: A primer on how the SAI is calculated and how it differs from the EFC.
Recent FAFSA Changes: Overview of the form's latest updates and how they impact financial planning strategies.
Optimizing Financial Aid Eligibility: Techniques for timing income, asset allocation, and planning for future years to maximize aid.
Common Pitfalls and How to Avoid Them: Key issues families face when completing the FAFSA and how advisors can guide them through.

This session will provide you with the tools to confidently advise your clients on how to navigate the financial aid process and maximize the amount of aid their children can receive

*CE/CPE Eligible: 1 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE credit.

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.