Financial Professional CE Courses

At CollegeInvest, we are committed to providing continuing education to the advisor and tax professional communities who work with the general public. These courses will assist you in gaining the understanding needed to engage and educate your clients.

Upcoming courses

Why 529s: Estate and Gift Tax Planning

May 24, 2023 10:00 A.M - 11:00 A.M

Learn ways that 529s can assist in minimizing estate and gift taxes, the specific tax benefits for grandparents, and how certain trusts interact and are affected by 529s. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. Accredited for CPA, CFP, Insurance professionals, and Estate Planners (CLE).Accredited for CPA, CFP, and Insurance professionals. All attendees will receive 1 hour of CE credit.

Delivery method: Group-Live

Prerequisites: None

Course requirement: Online participation is mandatory. All courses require active participation. Remote attendees are required to have cameras on to receive CE credit.

Advanced Preparation: None

Program Level: Intermediate

Cancellation Policy: We request that you provide 24 hours in advance before canceling attendance.

For more information, questions, or concerns please reach out to our office at 303-376-8839.

Other courses available upon request

See a course you’re interested in? Email our team to schedule your course.

Why 529s: Intergenerational Wealth Transfer

1 hr credit

How to assist grandparents in developing educational legacies for their grandchildren. We will be covering 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. In many cases grandparents are already saving for their grandkids’ education, but they are often choosing the wrong investment vehicles and are unaware of some of the pitfalls of helping. Accredited for CPA, CFP, and Insurance professionals.

529 Distributions and Contributions

1 hr credit

Covers third party contributions, federal tax provisions, state tax advantages, withdrawal basics, unused plan assets, and effects on financial aid. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. Accredited for CPA, CFP, and Insurance professionals.

529s and Estate and Gift Tax Planning

1 hr credit

529s: Financial Aid Considerations

1 hr credit

Covers the interaction of 529s and Financial Aid including scholarships, loans, plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. Allow us to help you understand the complex world of Financial Aid and how 529’s interact. We will share best practices, situations to avoid, and resources to help your client in addition to helping answer any of your questions. Accredited for CPA, CFP, and Insurance professionals.

Why 529s

1 hr credit

Covers 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments.

Think 529s have a limited place in your business practice? Think again! Learn how 529s can unlock an educational planning conversation with your clients, giving them a clear strategy on how to battle rising higher education costs. Accredited for CPA, CFP, and Insurance professionals.

529s and Family Dynamics

1 hr credit

Goes into greater detail on beneficiary changes, gifting and generation-skipping tax implications, and ownership issues such as death and account transfers. Also reviews 529 plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the underlying plan investments. Accredited for CPA, CFP, Insurance professionals, and Estate Planners (CLE).