Guide to Education Planning
AICPA logo
AICPA logo
  • Home
Abstract yellow image

Guide to Education Planning

1 year ago · 3.3 MB Download



This guide is designed by CPAs for CPAs geared toward advising clients with traditional college aged children. Effective education planning can occur when families work with a trusted adviser who can accurately assess what they wish to achieve in order to provide guidance and practical objectives to help them and their children reach their personal, professional, financial, and academic goals. Education planning requires CPAs to be knowledgeable about tax planning, financial aid planning, and cash flow planning, and more importantly,

Download the education planning guide

File name: education-planning-guide.pdf

Reserved for PFP Section members

Already a PFP Section member?

Log in with your AICPA account
Forgot email?
Forgot password?

Not a PFP Section member?

Discover the benefits of AICPA membership and Personal Financial Planning Section membership. To gain access to exclusive content, your first step is to join the AICPA.

Learn more

Related content