For advisors that want to position college planning as a strategic service offering. Supports a robust and versatile marketing and business development strategy.
In addition to access to CFS' flagship college-planning software, includes a branded college-planning website. The branded college planning site explains how you help families save ON and not just for college costs. Includes a variety of compelling client attraction resources and calls to action.
See example of an advisor's 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 this value-added service offering.
The premium subscription is an amazing value for financial services professionals who want comprehensive college-planning capability/support (via CFS' flagship college-planning software) and a first class website, loaded with client attraction magnets and compelling calls to action.
If you don't have a first class website that promotes your unique service offering, how are you going to establish credibility, explain and promote your service offering and acquire new clients? The premium subscription helps you accomplish all of these at a fraction of the cost of other options, like hiring a firm to design/build a comparable site. And what about messaging?
Get Started With Collegiate Funding Solutions
Multiple subscription options
to meet your needs, goals and budget!
Powerful add-ons to customize your capabilty and services
Three simple steps to getting started with CFS:
Click on the sections below for details about CFS' Premium, Standard and EZ College Planning Subscriptions
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Premium Subscription - For advisors that want to position college planning as a strategic service offering
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Standard (Signature) Subscription - CFS' flagship software. For advisors that want to help clients, save ON, not just FOR college costs, avoid crushing student loan debt and improve their retirement savings outlook
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 and avoid suffocating student loan debt.
Whether your client makes $80K of $800K and whether their child is 8 months of 18 years old, our flagship software and subject matter experts equip you to deliver far more college-planning value than you likely could otherwise. Better for your clients, better for your business!
Learn the key ingredients to the secret sauce of CFS' flagship college-planning software that make it the right choice for financial advisors that want to generate fees for advice and grow their business and revenue in the process.
Download highlights of standard software.
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EZ College Planning Subscription - For advisors that want to fill the college-planning void by offering more than just college savings recommendations to clients
EZ College Planning is CFS' intro level college-planning capability for financial services professionals and fills the void in ALL financial-planning software, which address college planning as a savings issue, with very little to offer beyond that.
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 yields deeper engagement opportunities with the client and spotlights back-end revenue generating opportunities.
Ideally suited for advisors that want to stand out from other advisors in thhis underserved demographic or as an enterprise level value-added service targeted particularly to Gen Xers and Baby Boomers with college-bound children.
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!
Download highlights of EZ College Planning.
Subscription Options & Features To Help Clients Save ON and Not Just For College Costs and Grow Your Business in the Process
| Features | Premium | Standard CFS' Flagship Offering |
EZ College Planning |
| CFS' Signature College-Planning Software. The premier solution for financial advisors who want to make comprehensive college planning a powerful and differentiated part of their financial planning practice. Help families save on, not just for, college - reducing out-of-pocket costs, minimizing student loan debt, and protecting retirement goals - while generating new revenue and strengthening long-term client relationships. Download Highlights |
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| EZ College Planning Software. CFS' introductory-level college-planning platform that fills the gap traditional financial planning software leaves behind. Move beyond treating college as a simple savings goal and equip clients with the essential, actionable strategies they need to save on, not just for, college costs. Ideal for advisors serving families with college-bound high school children, EZ College Planning helps you stand out in an underserved market - driving deeper client engagement and uncovering additional revenue opportunities with minimal time and cost investment. Download Highlights |
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| Branded (White-Label) College-Planning Website & Client Acquisition Tools. Position college planning as a strategic, value-added service with a professionally branded website under your name. Clearly communicate how you help families save on, not just for, college - while attracting qualified prospects through compelling messaging, integrated lead magnets, and strong calls to action. A cost-effective solution that can stand alone or integrate seamlessly with your existing site - delivering first-class positioning, credibility, and business development power without the expense of custom development. View Example |
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| Launch the college-planning process with a secure, time-saving online form that intelligently adapts to each client’s unique circumstances. Streamline data gathering, improve accuracy, and accelerate engagement with clients. View Example |
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| Receive direct access to experienced (20+ years) college-planning experts via Zoom, phone, or email for real-time support and guidance on client cases. Included with your subscription at no additional cost. | |||
| Scholarship Estimator Report - Show clients - especially high income earners - the likelihood that their student will receive scholarship money from selected schools and the amount. Includes a client-friendly DIY version to enhance engagement and credibility. View Client Flyer |
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| Schools-at-a-Glance Report - Show clients what their out-of-pocket cost (their projected net cost versus school sticker price) will be at selected colleges and show them schools where they'd likely receive the most in financial aid or scholarships based on a selected degree program. A powerful conversation starter that drives deeper planning and revenue-generating opportunities. Includes a client-friendly DIY version to enhance engagement and credibility. View Client Flyer. |
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| Advanced College Search and Query Tool - Provide prospects and clients with actionable, data-driven insights on the critical factors that can influence college selection, college-planning strategies and out-of-pocket college costs. View Client Flyer |
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| Access on-demand training covering advanced college planning strategies (including high-income earners), financial aid optimization, admissions insights, and marketing strategies - helping you expand expertise and grow revenue. | |||
| Professionally developed marketing materials and prospecting web pages designed to help you attract qualified college-bound families, initiate high-value conversations, and convert prospects into long-term clients. View Example |
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| Stay consistently connected with prospects and clients through a professionally written monthly e-newsletter focused on college planning trends, financial aid updates, and admissions insights—keeping you top-of-mind and nurturing future engagements. Sample e-Newsletter |
Can be added separately | Can be added separately | Can be added separately |
| Approved for use by numerous broker-dealers, including LPL Financial, Cetera, Northwestern Mutual, and others - allowing you to confidently integrate advanced college-planning capabilities into your practice with compliance approval and and seamless integration into your practice. | |||
| Annual subscription fee: | $1,399 | $899 | $599 |
| Select Plan | Select Plan | Select Plan |
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
- Premium
- Standard
- 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"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 an educational seminar/webinar for parents of college-bound high school students. Rated 4.7/5.0 stars by CE course attendees!
"The webinar slide deck is perfect. It keeps focused on what is most important and easy to understand. The testimonials we receive from attendees confirm this and it yields requests for consults!
Download FormCollege 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 MoreCollege 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