Simple steps to getting started with Collegiate Funding Solutions:
- REFER to the table below to determine which license option is right for you
- LICENSE with Collegiate Funding Solutions
- GROW your business and revenue with the help of CFS-provided training, tools and marketing material
|License Type||Advisor Profile|
|PREMIUM||Positions college planning as a strategic part of their service offerings. Supports a robust and versatile marketing strategy and generates requests for free consultations.
In addition to access to CFS' comprehensive college-planning software, includes a branded college-planning website.
See example of branded college-planning website.
A very cost-effective option either as a stand-alone college-planning website and/or integrated into an existing advisor site to highlight the enhanced service offering. Helps you "tell the story" about how you help families save on and not just for college costs.
Premium license fits hand in glove for advisors that do educational seminars/workshops to grow their business.
|STANDARD||The right choice for financial advisors that do financial planning and want to provide comprehensive college-planning services as an integral and unique component of their overall financial planning services.
A must-have for advisors that want to generate fee-based college planning revenue as well as identify other revenue generating opportunities with the client. Equips you to deliver unsurpassed college financial planning solutions that help clients save ON, not just for the high cost of a college education and improve their retirement savings outlook.
Learn why the standard license is the right choice for advisors that want to deliver comprehensive fee-based college-planning services.
Watch overview of standard license.
Download highlights of standard license.
|EZ COLLEGE PLANNING||EZ College Planning is an intro level service into college planning for financial services professionals.
EZ College Planning is a simple-to-use and cost effective capability - beyond what is available in ANY financial planning software that delivers much more college-planning value to families with college-bound children and more benefits for your business.
EZ College Planning focuses on the essential actionable information you and your clients must know in order for them to save ON and not just for the cost of college. It spotlights back-end opportunities with the client.
You'll be amazed at how much more value you can deliver to families with college-bound children for so little effort on your part, at such little cost and with so many benefits for your business!
Watch overview of EZ College Planning
Download highlights of EZ College Planning.
|License Features||Premium||Standard||EZ College Planning|
|Access to CFS' SIMPLIFIED college-planning software via password protected dashboard||
|Access to CFS' COMPREHENSIVE college-planning software via password protected dashboard||
|FINRA reviewed and approved for use by numerous B/Ds, making it easy for you to add enhanced college-planning services to your business|
|Access to CFS' hands-on college admissions and financial aid services for your clients.|
|Access into CFS' educational video library. Recordings on a variety of marketing, college planning, financial aid and admissions topics|
|Fully editable college-planning reports|
|FREE marketing material to help you promote and market your college-planning services|
|Access to CFS subject-matter experts to answer your college-planning questions and help you with your client cases!|
|Time saving and secure online data collection form for clients and prospects. Example|
|Branded college-planning website (example) with easy integration into advisor website (example)|
|College Ed Xpress e-Newsletter for prospects and clients. Stay connected with clients and prospects monthly!||Can be added separately||Can be added separately|
|Example of advisor-branded website||Example >|
|Twelve-month license fee:||$995 annually||$599 annually||$299 annually|
|One-time setup fee||$250|
|Select Plan||Select Plan||Select Plan|
Expand Your Capability. Expand Your Opportunities. Expand Your Income.