A Guide To Professional Designations in the College Planning Industry

Even if you’re already using a trusted CFP or Registered Representative to help you manage your college investments, these individuals are usually prohibited by law from giving you tax advice. Using a CPA in conjunction with one of these other professionals will help make sure you maximize your tax deductions and credits.

The Enrolled Agent (EA) designation is a lesser known, but equivalent designation in the world of tax preparation.

• Introduction
• Certified Financal Planner (CFP)
• Certified College Planning Specialist (CCPS)
• Stockbroker or Registered Representative
• Certified Public Accountant (CPA)
• Professional FAFSA Preparer
• Scholarship or Financial Aid Expert
• Other Designations