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College Financial Planning: Student Loans

04.17.18 2:00PM – 04.17.18 4:00PM





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General Info


Student loans remain a major source of funding for college and selecting the right loan is almost as important as selecting the right college. Take a detailed look at student loans and some alternate loans that families and students may want to consider. Discuss loan consolidation once the student has left school and review the Public Service Loan Forgiveness Program for federal loans.

Materials are provided as an ebook

  • Undergraduate student loans: Federal; in the student’s name.
  • Stafford loans: Subsidized and unsubsidized.
  • PLUS loan.
  • Private student loans.
  • Graduate student loans: Federal, Stafford, Grad PLUS and private student loans.
  • Consolidating student loans: Federal, student, parent and private.
  • Other financing options: Home equity/line of credit; margin accounts; family loans; credit cards; and retirement accounts.
  • Federal Public Loan Forgiveness Program.
  • Identify different loans available to students and families.
  • Determine the pros and cons of each type of loan.
  • Recognize when loans can be consolidated and who can consolidate them.
  • Identify other financing options for college.
Designed For

CPAs, CFPs, lawyers and personal financial planners.

CalCPA Education Foundation
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