Overview of CFS: "The College Planning Solution for the NAPFA Advisor"
CFS and NAPFA are collaborating to help you grow your business and deliver unsurpassed college planning and funding services.
The one-hour overview of the CFS/NAPFA partnership will cover the following topics:
- The need for college planning beyond just savings strategies and the opportunities for NAPFA advisors.
- Live demo of CFS's web-based college planning expert-system software.
- Overview of the CFS Prospecting System for attracting prospective college planning clients into your business. Integrates with and leverages the NAPFA Find-An-Advisor tool.
- Overview of the CFS Client Care Center - A "hands-on" college admissions and financial aid service.
- Licensing options and special pricing for NAPFA members.
Register for an upcoming webinar:
September 22, at 2:00pm Eastern Time
October 6 at 2:00pm Eastern Time