Getting started with EZ College Planning:

  1. Submit your payment and account information

  2. Receive an email from CFS with instructions for accessing your account

  3. Use the CFS-provided marketing resources to promote your new capability and services to grow your business and revenue

Number of Advisors Annual Fee Per Advisor Total Annual Fee
 One Authorized Subscriber $499/year $499/year
 Multiple Authorized Subscribers  
2 users $475/year $950/year
3 users $459/year $1,377/year
4 users $459/year $1,836/year
5 users $459/year $2,295/year
6 users $429/year $2,574/year
7 users $429/year $3,003/year
8 users $429/year $3,432/year
9 users $429/year $3,861/year
10 users $429/year $4,290/year
11 + users Contact CFS for pricing Contact CFS for pricing

 Billing Information:


 Account Information:

Expand Your Capability. Expand Your Opportunities. Expand Your Income.