National Institute of Certified College Planners

NICCP Spring College Funding Conference  Las Vegas - May 3rd- 4th- 5th Watch short video now    FREE Super Bonus Package worth $1,000+ for all Conference attendees! Click here for details  new update: 3/17 Financial Advisors Become a Certified College Planning Specialist College funding is the ultimate lead generator!  Click here --> Add College Funding!  The need for college funding is huge!  Now offered via LIVE  webinar! College Funding  Business Builder Workshop Learn what to do and... when to do it! April 20- 21 - 22 FROM Noon - 4:30 pm EST each day No Travel!  No Airports!  No Hassles! Click here for details Rick Darvis talks about the college funding workshop

The NICCP provides CPAs and financial planners with the training and education needed to obtain the Certified College Planning Specialist certification.   In addition, the NICCP provides  members with access to the college funding tools, marketing assistance, and ongoing support they need in the specialty field of college funding. more...

What is a Certified College Planning Specialist	The "College Doctor" Program Marketing and Support Tools	H.E.P.P.Y. College Funding Software
Advanced Client Case Studies  Flowcharts /Checklists	Easy to Use EFC Estimator Shows FM and IM  Merit Report too	Free for members Drip Contact Email System

 The NICCP's College Funding and Planning Process
The Eight Steps to Success in College Funding and Planning

For personalized training on the
Eight Steps to Success in College Funding
check out the
College Funding and Business Builder Workshop 

Plugging into a proven process The College Funding School and Business Builder Workshops was created to help you implement the proven college financial planning process we call The Eight Steps to Success in College Funding and Planning. This process shortens the learning curve for new NICCP members and it helps experienced planners make the needed changes to their process that lead to a more direct path to providing real results to families looking to reduce the financial impact of funding college college. Attracting, diagnosing and implementing The NICCP's Eight Steps to Success in College Funding includes steps for learning the financial strategies that make paying for college more affordable.  It also includes the marketing steps for attracting families, the analytic and diagnostic steps for finding how to help them, and implementation steps that ensure you deliver results.  All these steps are critical in making the college planning side of your business successful.

College Funding and Business Builder Workshop

Check out the NICCP's recommended college funding and planning process for advisors "The Eight Steps to Success in College Funding"

A prerequisite webinar to the Eight Steps to Success "Introduction To College Funding" w/ Rick Darvis CPA, CCPS   3 min 20 sec. video  FREE registration   It all starts with the Intro to College Funding Course! FREE  8 hours of CPE/CE for CPAs and CFPs! Taught by college funding "Legend" Rick Darvis, CPA, CCPS 130 page Program Guide The need for college funding is huge The results you can provide are incredible and valuable Prerequisite for CCPS certification Credibility builder and business builder

Eight Steps to Success in College Funding Become the "College Funding Doctor" in your town!      3 min. video STEP ONE- The 3 fundamentals for college funding  I. Education Learning the public's concerns about college The public's views on college                      4:29 min video CCPS Certification and the technical side of college funding            Certified College Planning Specialist                5:06 minute video NICCP's ongoing training and tools                   3:46 minute video II. Your services and your team The NICCP's Affiliate Partners help you get the job done! Delivering extraordinary college funding results                  4:40 minute video III. Your process Using the "Eight Steps" to college funding success           1:56 Minute video

STEP TWO Attracting families that need your college funding help   1:00  minute  video             There's no competition Multiple message delivery systems Matching the message(s) to the audience(s) Profiles of college planning families The sniper vs. the shotgun approach Information Drip- "The College I.V."  Keep your powder dry Attracting your prospect's attention

STEP THREE   Talking points and the full story on college funding       1:00 Minute video        Three big reasons for doing seminars Seminar Invitations Seminar Registration The whiteboard Drinking through the firehose Don't leave them hanging Parent Seminar Grandparent Seminar Business Owner Seminar Roadmap Seminar Seminar Evaluation and the "Offer" Setting appointments and expectations

STEP FOUR The initial meeting- "The Doctor's Exam"           1:00 Minute video                       Get the most out of “free consultations” Examination, not presentation Discuss expectations   Six critical questions and the 80/20 rule Finding the “hot buttons” Connect and relate  “before and after stories“ HEPPY Case studies Remember your team Affiliate Partners Success stories Before we can help we need more info

STEP FIVE Analysis and diagnosis- "The College Funding Lab Work"    1:00 minute video                Dr Exam Data Collection Questionnaire HEPPY Client Questionnaire Using various calculators to analyze data EFC Estimator Merit report CashFlow Calculator MyCashFlowCalculator Tax Savings Calculator HEPPY 1040 Form  Profile case studies to develop your favorite five college funding strategies

STEP SIX The second meeting- "The Prognosis"                             1:00 minute video                 Developing a "Preliminary College Funding Analysis"  HEPPY  Determining what to include  Keeping powder dry Solving the problems Discuss results not procedures  Many options and variable to consider Timeline Packages Pricing your services Getting hired

STEP SEVEN   Implementation- "The Treatment"                                  1:00 minute video                        Discussions for treatment and implementation of college funding strategies  Using NICCP Affiliate Partners  Using NICCP Third Party Administration services NICCP "College Plan" Back office On the job training

STEP EIGHT Ongoing checkups- "The College Funding Follow Up"               1:00 minute video Annual or periodic “check ups” Change is good for business Consult before taking new action Who else needs to hear about this NICCP Drip Contact System NICCP Parent Newsletters NICCP Parent E-alerts NICCP Parent University Website NICCP Monthly Sales Idea

The Eight Steps to Success in College Funding are intended to make you effective in attracting and engaging families that could use your help with college funding and make you competent in delivering results that they agree is incredible, desirable, and valuable.

For personalized training on the Eight Steps to Success in College Funding check out the COLLEGE FUNDING and BUSINESS BUILDER WORKSHOP 

Follow a proven process
In Business Builder Workshop you will learn how to attract new business, examine prospects’ college funding needs, analyze and diagnose their case, and offer a "preliminary analysis" showing results that will get you hired. 

You'll also learn how to  develop a powerhouse CPA/Advisor college funding team that will blow the doors off old methods and will help ensure the right strategies get implemented and clients get great results! This PROVEN method of adding the 1-2 punch of a college funding “Team” will add tremendous credibility to your college funding process and also dramatically improve your:

• Direct mail success
• Seminar attendance
• Percentage of first appointments
• Closing ratio (for both the advisor and the CPA)
• College funding fees (for career/college planning)
• Income (tax) planning fees (CPAs) 
• Asset planning (Financial Advisors)

   

Reduce your workload
You will learn how to use college-funding “AFFILIATES” to minimize your college funding process workload. This unique way of doing business will still allow you to command a significant fee for college funding advice, while removing the time burden of working with the student/family in order to quickly move on to income planning (CPA) and asset management and repositioning (Financial Advisor).

Keep it simple
You will get a strong balance of technical and non-technical topics. You will also learn how to make the college funding process simple. We are confident that at the close of this two-day workshop, you will be better prepared to tackle the challenges and take advantage of the opportunities that college funding offers us.

 
Getting results
No other college funding training comes close to the type of in-depth discussion and educational content that this Business Builder Workshop delivers. Specialized learning, innovative ideas and cutting-edge thinking define this workshop. Join us and let college funding supercharge your entire practice and boost your bottom line!

 
College Funding and Business Builder Workshop