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Learning Outcomes :

By the end of this video session, learners will be able to:

  1. Understand the importance of early education planning and the financial impact of rising education costs.
  2. Explain the education fund concept clearly, including time horizon, inflation, and funding strategies.
  3. Identify suitable education funding solutions based on parents’ goals, affordability, and risk tolerance.
  4. Position education planning effectively in client conversations, linking children’s education goals to long-term financial security.