4145  |  On Demand  |  Intermediate  |  Self-Study

Education Planning

Friday, May 1, 2020 - Friday, April 30, 2021

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


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.


  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

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


The planning process and gathering of information Assessing financial aid and funding methods Funding strategies and tax planning Integration with other areas of PFP

Your Price: $99.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

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