Self-Study Continuing Education Courses
for Financial Professionals

Tax Guide to Education Planning View Table of Contents [ Print This Page ] Recommended CPE Credit: CFP®: 2 CPA:   3 EA:     3 Licenses: CFP ® CPA EA PACE Course Description (scroll down to order) Course publication/revision date: This course was updated on 4/30/2010. Course Description: Today taxpayers must plan for their children's education. Touching on various topics such as qualified tuition programs (QTPs), scholarships and fellowships, this short-course examines the tax treatment of costs related to education. Practitioners will learn the ins and outs of the tax benefits concerning education and will be able to identify those educational expenses that are deductible. Additionally, financial planning strategies and techniques are outlined to better prepare taxpayers for future educational costs. Learning Objectives and Course Content Open "View Table of Contents" window at top of page. Course text: (58 pages): glossary; review questions, answers, and explanations. Author: Danny Santucci, J.D. Exam and Grading: Included in price. Exam can be taken online or by fax.  Program delivery method: Self-study (interactive), available in print or PDF (downloaded upon purchase). Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None Subject Codes/Fields of Study: CFP Board, CPA: Taxes. NAPFA: Taxes (5 cr); Investments  (5 cr.). (Download a NAPFA credit-by-subject chart from our Resources page.) CPE Credit, Reporting, and Sponsor Information CPE Credit and Reporting: CFP®, CPA, EA,  and PACE credit available in all states. CFP® credits reported automatically (if applicable). EA, PACE credit hours: Same as CPA. In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), CPE credits have been granted based on a 50-minute hour.   Program Sponsor Information:  CFP Board: 1008. NASBA: Registry: 107615; Quality Assurance Service (QAS): 050. IRS: 593. Individual State Boards of Accountancy: Florida 4761; New York: 002146; Ohio: M0021; Texas: 009349. How to order/register for this course: Order online or by phone (800-588-7039) To order online: 1. (Optional) Log-in or Open an Account. 2. Enter quantity below 3. Select how you would like to receive the course (Printed materials sent in the mail or PDF file Downloaded and saved to your computer). 4. Click "Add to Cart"  and proceed to secure checkout.  PDF Downloads: The PDF version of this course is downloaded, including the exam, from the purchase confirmation page.  First save the course file to your computer, then open it. It can be printed.)  Don't forget: Get 18% off when you order 3 or more courses. (Discounts and shipping/handling, if applicable, are added during checkout, just before payment.) Print Price:  $49.00 Download Price:  $39.00 Quantity  Purchase Option:  Print Version Download Version