College Financial Planning: Graduate School

Course Details


Thursday, March 21, 2019

8:00am – 10:00am
(Registration: 7:30am)

Field of Study

Specialized Knowledge

Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Basic tax knowledge.


Today graduate school is almost a given for many students. Applying to graduate school is not the same as applying to an undergraduate program. Review admissions as well as the financial aid, loans and educational tax benefits.

We’ll also discuss how an increasing number of universities are requesting financial information from the students' parents, even though they are considered independent students.

Formerly titled: College Financial Planning: Graduate School - Admission, Financial Aid and Educational Tax Benefits

Materials are provided as an ebook for this course.


  • Applying to graduate school: admissions exams (GMAT, GRE, LSAT, MCAT)
  • Financial aid forms: Free Application for Federal Student Aid; respective college financial aid forms; and personal, financial and college information required
  • Funding graduate school: student, federal and private loans; employment; and family support
  • Educational tax benefits: Lifetime Learning Credit; Student Loan Interest Deduction; qualified tuition plans (529 plans); Coverdell Education Savings accounts; U.S. Savings bonds; Section 127: Employer Education Assistance Plans; Section 2503; and IRA withdrawals for education.


  • Determine financial aid forms that are required.
  • Identify available funding sources for graduate school and which ones to use first.
  • Recognize the available educational tax benefits to students.

Designed For

CPAs, CFPs, lawyers and personal financial planners.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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