Is there a different exam for different types of 529 “Pros” (financial planner versus attorney, for example)?
No, the same exam questions are used regardless of profession. The questions are designed to demonstrate your working knowledge of all aspects of 529 plans and related topics. We believe you should have this knowledge to effectively advise your clients regardless of the specific type of advice you provide. Back to Top Does my professional practice have to be devoted to college planning? Not at all. But the reason people will come to you is because they believe you have specialized knowledge in this area that many other financial professionals may lack. We know from experience that section 529 planning is something that not all planners are comfortable with. This is why we believe it’s a great opportunity for you. Back to Top There are 30 professionals in my office. Can we just list our company? No, the listing must contain the name of the individual professional. We want our visitors to be able to contact someone, not some company. However, group discounts for multiple company represen
