Introducing you to our mentor and working partner. In addition to receiving training, we also work case by case with Rick to bring only the best quality recommendations to the table for our clients. Our recommendations for clients are made to our client through their CPA. If they don't already have a CPA we will help them find one before we proceed.
We also can provide CE credits for CPA's by presenting college funding workshops to your firm or associations.
Rick Darvis, CPA, CCPS
Biography & Fact Sheet
Rick Darvis trains financial professionals on how to provide college-funding services for their clients. He is a co-founder and director of the National Institute of Certified College Planners.
Rick is recognized as one of the leading experts in the college funding field. He has written more books, developed more software, and trained more financial professionals on the topic of college funding than any other person in the United States. His knowledge has enabled him to be invited to speak on the topic of college funding to his contemporaries at state CPA and FPA conferences in over 25 states. He has been a featured speaker at the Financial Planner Association's National Success Forum, the Northeast /Mid-Atlantic National Association of Personal Financial Advisors (NAPFA) regional conference, National Employee Benefit Forum, the New York Society of CPAs Personal Financial Planning Conference, and at Joe Hurley's 529 Plan conferences.
Rick's accomplishments in the college-planning field are:
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Author of College Financial Aid - The Best Kept Secret in America, a technical manual on college financial aid planning for accountants and financial advisors.
•Author of CollegeSOLUTION, a step-by-step program for implementing a turnkey college funding service for accountants and financial advisors.
•Author of Financial Aid Alert, a marketing and technical newsletter for accountants and financial advisors.
•Contributing author of Personal Financial Planning, a Practitioners Publishing Company (PPC) guidebook.
•Co-author of College Financial Aid and Planning For College, Practitioners Publishing Company (PPC) guidebooks on college financial planning for accountants and financial advisors.
•Developer of Tax Capacity Software, software that provides a step-by-step plan to save and pay for education costs in the most tax-efficient way.
•Author of A Road Map to College and Retirement Funding- Without Going Broke, a program designed to link college planning to retirement planning.
•Developer of College Procedures Software, software that provides a step-by-step procedure to reduce the cost of college.
•Developer of College Cash Flow Software, software that provides a step-by-step plan to fund college and retirement at the same time.
•Co-developer of College QuikPlan Software, software for estimating financial aid eligibility.
•Provider of continuing education courses for CFPs and CPAs in over 40 states.
•Provider of education programs for financial services and investment management companies.
•Quoted in: Forbes, CNN-FN, Newsweek, U.S. News and World Report, Money, Business Week, Kiplinger's Personal Finance, Smart Money, Wall Street Journal, Bloomberg's Personal Finance, Nation's Business, Financial Advisor, On Investing, Knight Ridder News, Mutual Fund Market News, Small Firm Profit Report, Practical Accountant, Offspring, LIMRA's Market Facts, NAPFA Advisor, AICPA's Planner and CPA Managing Partner Report.
