College Planning University

The Center for Values-Based College Planning
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College Planning Professional Workshops
The quality of a college plan is determined by the quality of the assumptions used and the client's understanding of them.  We’ve spoken to thousands of parents as they send their children to college. Most of them built their college plans on faulty assumptions.
 
At some point as a planner you will need to make a decision whether to lead with product and overcome client frustrations later; or lead with advice and let clients take responsibility for their own decisions.
 
By attending one of our CPU Workshops, you'll learn how to use your clients’ unique values and financial situations to build better college plans
 
College Planning Mini-camp 
Don’t have time for a 3 day workshop? Learn the facts about college financial aid, tax incentives, inflation, student and parent debt, college admissions, product evaluation, and written advice in a 3 hour workshop from an unbiased college expert. Eliminate many hours of frustration and increase your quality of advice substantially. 
 
College Planning Bootcamp 
What if you could build a college plan in which the validity of the plan wasn't determined by the stock market, law changes, or the fees in a 529 mutual fund?  You can - and you should.  You owe it to your clients.  Join us to learn how to build a better college plan.
 
The one day College Planning Bootcamp offers the same type of paradigm-shifting experience Mick delivered in the nation's first college planning bootcamps over 10 years ago. 
 
At the core of the CPU Bootcamp are CPU’s Best Practice Applications of The 25 Standards of College Planning Excellence. Each attendee will receive a CPU Standards of Excellence Best Practices Handbook as well as resources and tools to incorporate the concepts into their planning practice.

This is a “no-nonsense” college workshop experience. No exotic location, entertainment, cross-selling, pyramid marketing or product promotion. Just great information, instruction, motivation and resources.  If you provide advice on the topic of college planning you owe it to yourself and your clients to attend this event.