Student Loan Repayment and Forgiveness Update - NAPFA and CFP Credit Only

Student Loan Repayment and Forgiveness Update - NAPFA and CFP Credit Only

A-Financial Planning Process

Fred Amrein

Member: $49.00
Non-Member: $69.00Your price

Published: 2/9/2022 6:00:00 AM

This is a recorded webinar from February 9, 2022.

During the nearly 22-month National Forbearance period, changes were made to the student loan repayment and forgiveness rules. The new rules include a tax-free employer student loan reimbursement, multiple extensions impacting income recertification, and a new Public Service Loan Forgiveness (PSLF) Limited Waiver Program.

On May 1, 2022, borrowers will need to restart their loan repayments. This webinar will explain how to navigate the PSLF Limited Waiver rules and how it will impact individual clients and the advisors who manage company retirement plans.

Learning Objectives:

  • Learn how to plan for the new repayment and forgiveness rules, including proper tax filing methods and management of clients’ AGI. Understanding this is important due to more borrowers using Income-Driven Repayment (IDR) Methods. 
  • Understand the rules to navigate the new PSLF Limited Waiver Program, including loan consolidations and selecting a repayment method.
  • Learn the proposed changes to company retirement contribution linked to student loan repayment under the Proposed SECURE Act 2.0.  SECURE Act 2.0 has gotten bipartisan support and is expected to pass in late 2021 or early 2022.

Content Level:


Speaker Bio:

Fred is the Founder/CEO of He is a nationally-recognized expert in college funding. He brings together the financial aid process, college saving plans, educational tax strategies, student financing, and various loan repayment options. Fred’s company has developed the first comprehensive college funding and student loan repayment software. The company’s mission is to prevent and solve the student debt crisis by offering both software solutions and now an advisor outsourcing option. Fred is the author of a book and numerous CFP approved training program and has been quoted in WSJ, Money Magazine, US News and other publications.

1 NAPFA CE in A – Financial Planning Process will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.