Working Through a College Planning Scenario

Posted by Jerry Mee, CFP®

Aug 29, 2019

Properly planning for college is a very common challenge for parents and their financial planners. The HP 12c Financial Calculator and application of Time Value of Money (TVM) concepts will help you demonstrate to your clients what must be done today to fund the future dreams of their children.

In this video we work through the type of college funding scenario that our students often encounter on the CFP® Certification Exam. Watch to learn how to calculate the amount one needs to invest today in order to make future college tuition payments while considering inflation and investment returns.

Find more helpful videos on The Boston Institute of Finance's YouTube page.

Topics: HP 12c Video Tutorials, HP 10bII Video Tutorials