COLLEGIATE
FUNDING
SOLUTIONS

 

CFS provides you with the capability, add-ons and turn-key marketing materials needed for you to become the one-stop-shop for college planning and funding related services.

Following is a listing of additional services available through CFS. Click on the plus next to the topic of interest to learn more.


Software Add-Ons
plus  College Funding Cash Flow Model
What is it?
This add-on is an Excel spreadsheet. Show clients how to increase cash flow, pay for college AND increase retirement account contributions during the college years. Simply complete the input form and the speadsheet generates the results for the client.
Turn-key Marketing Material
plus  Web-based client attraction system - Leverge the web to attract new clients!
What is it?
A turn-key web-based prospecting system for financial services professionals with these benefits:
  1. Yields college-planning prospects for your business at a reasonable cost to you
  2. Simple for the financial services professional to implement.
  3. Projects you as the college planning expert in your geographic area
  4. Appropriate for all financial services professionals
  5. Versatile and compatible with any marketing technique. It’s especially compatible with low cost marketing methods. Ideally suited for Search Engine Optimization (SEO), Search Engine Marketing (pay per click advertising), social networking options such as Facebook, blogs, etc. as well as traditional methods (direct mail, newspaper, etc.)
plus  PowerPoint presentations - JUST UPDATED FOR 2013!
What is it?
CFS offers two professionally designed PPT presentations to help you effectively market your college planning capability and services.

Audience PPT presentation - Just updated for 2013, this presentation is designed for an audience and is informative in content and provides a compelling rationale for the attendees to schedule a free consultation meeeting with you and learn how you can help them achieve a better outcome! Objectives of the presentation include:
  1. Overview of the current college cost landscape (scary)
  2. Establish the college funding/retirement savings dilemma
  3. Basic overview of important elements of college planning and funding (Expected Family Contribution, Financial Aid, Savings Options, etc.)
  4. Offer hope by sharing some practical strategies for saving on the cost of college
  5. Create demand for your help by sharing just enough to help them convince themselves they won't achieve a best outcome without help
  6. Strong finish with setup for the next step - a free consultation
new Preview the 2013 updated presentation NOW!

One-on-one PPT presentation - This presentation is designed for a one-on-one setting, for example during a free consultation with a prospect. It is ideally suited for meetings at your office or at the prospects home. Objectives of the one-on-one presentation include:
  1. Educate the prospect about college planning and that it's not just saving for college
  2. Establish your competence and project your brand
  3. Basic overview of important elements of college planning and funding (Expected Family Contribution, Financial Aid, Savings Options, etc.)
  4. Review of your capability and how you help families become informed buyers of a college education and save on their college costs - based on their financial situation.
  5. Create demand for your help!
Both presentations can be easily branded by you with your business name and logo.
  • Cost - $175/each or $275 for both (to receive the discount must order both at time of purchase).
  • How to purchase? Download, complete and return the purchase request form. CFS will email you the link to download the presentation(s).
plus  Video embed: "A Lesson in Paying for College" - Let this video help you tell the story!
What is it?
Two minute client/prospect educational video. Using a light-hearted "retro" theme, this video inspires hope in parents that, with your help, they can become informed buyers of a college education and save money on their out-of-pocket college costs in the process. Motivates prospects to meet with you!
plus  Client/Prospect e-newsletter College Ed Xpress - Stay connected with your prospects
What is it?
Each month (12 issues/year) College Ed Xpress delivers relevant, actionable and concise information, specifically for parents of high school seniors and juniors. These families are either just beginning or are in the throes of the complex, confusing, stress-inducing and often-times bizarre process of college admissions and financial aid. Incredibly, virtually all college literature on these subjects is targeted to the student; leaving the parents - who generally paying most of the bills - stumbling in the dark.

Subscribers register for e-newsletter through your prospecting site and/or through your branded college planning website.
  • Cost - $350/year
  • How to license? Selected in the CFS Prospecting System License or the CFS branded software license.
  • Learn more: see example