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COLLEGIATEFUNDINGSOLUTIONS |
919.469.1996CFS > LICENSING
Three simple steps to getting started:
- Determine which license is appropriate for you
- Select, complete and return the license agreement to CFS
- Market your college-planning capability with the help of turn-key marketing material
| License Type | Typical Advisor Profile |
| Premium | Positions college planning as a strategic part of their service offerings. Supports a robust and versatile marketing strategy and generates leads for college planning services (example) |
| Branded | In addition to license of college-planning software, includes a branded college-planning website. Can be used as stand-alone website (example) or integrated into advisor site as an enhanced service offering |
| Standard | Positions college planning a much-needed value-add for clients and prospects. A must have for advisors that want to help their client save ON and not just for the high cost of a college education |
| License Features | Premium | Branded | Standard |
| CFS' industry-leading college-planning software |  |
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| Access to CFS' college admissions and financial aid services for your clients. | |
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| Data integration and more with MoneyGuidePro | |
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| Free marketing materials | |
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| Access to subject-matter experts | |
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| Access into CFS' educational video library. Includes recordings of the ongoing educational webinar series the College Planning Minute | |
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| No additional fees on download of software-generated reports. Reports are fully editable | |
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| Branded college planning website - example. Easy integration into advisor website - example. | |
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| Web-based data input form for clients and prospects. - example | |
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| Customizable website content | |
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| Optional add-on College Ed Xpress e-Newsletter for prospects and clients. Additional fees required. Selected in license agreement. | |
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| Generates leads for college planning services. Includes additional marketing material for direct mail, print and internet advertising! | |
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| Integrated into NAPFA Find an Advisor tool - example | |
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| Video: A Lesson in Paying For College watch now |
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| Branded free report for prospects "Insider Strategies and Secrets to Reducing Your College Costs" | |
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| School-based merit scholarship finder and lead generator. | |
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| SEE ADVISOR EXAMPLES | Premium > | Branded > | |
| Twelve-month NAPFA discounted license fee | $995 | $699 | $499 |
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