Grow your business with these additional offerings from CFS
CFS provides you with the capability, training, marketing material and resources for you to become the one-stop-shop for college planning and funding related services.
All of CFS' offerings flow from our mission - to help families save ON and not just for the cost of college, with the help of their financial advisor.
Advanced Education and Training Opportunities: Simple Success
CFS and its collaborative training partner, Cumulus College Quest have partnered to produce five 20-minute training modules that cover all the essential aspects of a successful college planning service in light of the tools, resources and marketing material that CFS provides.
Five modules include:
This training is right to the point and very distilled -- no fluff. It's great training, from a legit expert (Andy Hickman, co-founder of Cumuls College Quest), with years of experience in all areas concerning the building a vibrant and profitable college-planning capability, and all in light of the tools, resources and marketing material that CFS provides.
Learn More and Get Started
Building on the software subscription you select, you can further expand your capability and marketing resources with these add-ons from CFS. Build a college-planning service that is just right for your NEEDS, GOALS and BUDGET!
Click on the subscription options below to see the associated add-ons
- EZ College Planning
Cash Flow Model
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 spreadsheet generates the the results using multiple scenarios.Download Form
School-based merit scholarship finder and lead generator (widget). If you choose the Premium subscription option, you can select this add-on in the subscription agreement.The scholarship finder widget can also be added to your website!Download Form
"College Planning 101" Educational PowerPoint Presentation
A professionally designed and field tested PPT presentation to help you effectively market your college planning capability and services. This presentation is ideally suited for a comprehensive educational seminar/webinar for parents of college-bound high school students. Includes a sample seminar invite.Download Form
Marketing Program Targeted to Parents
A turn-key marketing program targeted to parents of college-bound children. Ideally suited for webinars and lunch-and-learn seminars in the workplace. It is ideally suited for webinars or for use in workplace (as part of employee benefits program). A thirty minute presentation. All you'll need to do is schedule it, promote it - with the help of CFS-provided promotional copy - and deliver it with the help of the CFS-provided script.Download Form
College Ed Xpress Newsletter
To help market, promote and grow your college-planning services you need to consistently and effectively connect with prospects and deliver engaging, relevant, unique and well-written content. One of the "arrows in your quiver" should be the College Ed Xpress parent e-newsletter, written each month by the CFS team. Not only will your subscribers love it but it will drive new business for you.Read More
College Advice Tool
The college advice tool yields vitally important information that can help clients make better-informed college selection and planning decisions that may substantially reduce their out-of-pocket college costs and IMPROVE their retirement savings outlook. Help clients keep more of their assets intact, growing, and available for retirement! This is INCLUDED as part of the Standard and Premium Subsription Options and optional for EZ College PlanningRead More
College Planning Widget
It helps you capture leads, prospect for new clients. open new doors, build new relationships, develop trust and promote your distinctive college-planning capability in order to grow your business and revenue. Acquire new clients at a fraction of the cost of other options!Read More