The College Fund - How Much to Save Spreadsheet Course

determine how much to save now so you can pay for college when the time comes

The College Fund - How Much to Save spreadsheet course guides you through the steps needed to 1) project college costs and 2) determine yearly contributions to a college fund in order to cover these costs. The course also deals with planning that may affect cash flow associated with college expenses. These elements may include educational tax credits, the benefit of earning college credits in high school, and more.

The course includes: general instructions, a downloadable Excel spreadsheet, a checklist, and video instructions. The spreadsheet in the course assumes that your child will graduate from college in four years or less.

The spreadsheet is designed to help you plan for one child at a time. You can plan for more than one child by creating files named for each child in the year that you complete the spreadsheet (e.g., College Fund - Sam 2021; or College Fund - Lindsey 2020).

Contributing to 529 Plan accounts and withdrawing funds from such an account are mentioned in this course. However, specific plans and their investment choices are not covered in this course.

Your Instructor

Julie Rains
Julie Rains

Julie Rains is a writer with interests in personal finance, investing, faith, and fitness. She holds a Bachelor of Science in Business Administration with a concentration in finance from The University of North Carolina at Chapel Hill.

Frequently Asked Questions

When does the course start and finish?
The course starts now. You'll have access to all course materials right away. You can download the spreadsheet and checklist immediately, and complete these at your leisure. After you've gathered your information (which can take as little as 30 minutes or as much as 8 hours), the spreadsheet can be completed in an hour.
How long do I have access to the course?
You'll have access to this course as long it's available on Teachable. You can easily download materials as soon as you purchase the course so you'll have the spreadsheet for as long as you'd like to keep it on your device.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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