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Home > CFP® Certification > Review Program > Study Tips > Selected Facts and Figures > Education Credit

Education Credit
Education Credit
(Testing 2007 numbers since it is part of Financial Planning - Topic 8)		 2008
Maximum amount of qualifying expenses
Hope Credit 2,400
Lifetime Learning Credit 10,000
 
Credit percentage amounts
Hope Credit - First $1,200 100%
Hope Credit - Second $1,200 50%
Lifetime Learning Credit 20%
 
Phaseout starts at the following AGI amounts:
Single 48,000
Married filing jointly or surviving spouse 96,000
Married filing separately 0
Head of household 48,000
 
Credits completely phased out at the following AGI amounts:
Single 58,000
Married filing jointly or surviving spouse 116,000
Married filing separately 0
Head of household 58,000
  Review Program for the
CFP®Certification Examination
PACER Examination
Review Course Materials
Online Review Class
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Identifying Strengths & Weaknesses
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Other Important Information
Learning the Financial Calculator
Study Tips
Purchase These Review Items Separately
After Study Assessment Exam
Formulas Class
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Topic List for CFP® Certification Examination Copyright © 2005-2006, Certified Financial Planner Board of Standards, Inc. All rights reserved. Used with permission.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing requirements. “Keir Educational Resources is a Review Course Provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any review course nor receive any financial remunerations from Review Course Providers.”