CONTACT CFS
CFS provides you with the capability, add-ons and turn-key marketing materials needed for you to become the one-stop-shop for college planning and funding related services.
Following is a listing of all the services available through CFS. Click on the 
next to the topic of interest to learn more.
College Planning Software
Branded college planning software - White labled experience that reflects your brand and company
What is it?
- Cost- $595
- How to license? Download license
- Learn More
Standard college planning software - Access to CFS's highly-acclaimed softwareWhat is it?
- Cost - $475
- How to license? Download license
- Learn More
Software Add-Ons
Merit-based scholarship information in college planning reportsWhat is it?
With this add-on selected, over 6,000 school-specific scholarships that a student may qualify for based on academic performance and how to obtain them is included in the CFS reports generated by the college planning software. This actionable information, which can not be easily obtained otherwise, will help families reduce their out-of-pocket costs. The average value of the scholarships is over $9,000/year and they are renewable for four years! It's one more way that financial services professionals affiliated with CFS can help families save on and not just save for the cost of college.
With this add-on selected, over 6,000 school-specific scholarships that a student may qualify for based on academic performance and how to obtain them is included in the CFS reports generated by the college planning software. This actionable information, which can not be easily obtained otherwise, will help families reduce their out-of-pocket costs. The average value of the scholarships is over $9,000/year and they are renewable for four years! It's one more way that financial services professionals affiliated with CFS can help families save on and not just save for the cost of college.
- Cost- $99/year
- How to license? Selected as an add-on in any of the CFS software licenses
- Learn more: Section VI of this sample report shows the scholarship information added to the CFS report.
College Funding Cash Flow ModelWhat is it?
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 speadsheet generates the results for the client.
Model is active through the calendar year and will stop working on 12/21/2011
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 speadsheet generates the results for the client.
Model is active through the calendar year and will stop working on 12/21/2011
- Cost - $99/year
- How to license? Download, complete and return purchase request form. CFS will email you the spreadsheet
- Learn more: Watch 25 minute webinar recorded on 5/17/2011
Turn-key Marketing Material
Web-based client attraction system - Leverge the web to attract new clients!What is it?
A turn-key web-based prospecting system for financial services professionals with these benefits:
A turn-key web-based prospecting system for financial services professionals with these benefits:
- Yields college-planning prospects for your business at a reasonable cost to you
- Simple for the financial services professional to implement.
- Projects you as the college planning expert in your geographic area
- Appropriate for all financial services professionals
- Versatile and compatible with any marketing technique. It’s especially compatible with low cost marketing methods. Ideally suited for Search Engine Optimization (SEO), Search Engine Marketing (pay per click advertising), social networking options such as Facebook, blogs, etc. as well as traditional methods (direct mail, newspaper, etc.)
- Cost - $750/year or 12 monthly payments of $75
- How to license? Download license
- Learn more: CFS Prospecting System
PowerPoint presentationsWhat is it?
CFS offers two professionally created PPT presentations to help you project your brand and effectively market your capability.
After obtaining and reviewing the PowerPoint Presentation my comment is WOW - CFS did a fantastic job. Thanks. Ryan Keel (www.northdakotacollegeplanning.com)
Audience PPT presentation - This presentation is designed for an audience and is primarily educational in content. It is ideally suited for seminars or webinars. Objective of the audience presentation include:
To see a few sample slides in PDF format, click here.
CFS offers two professionally created PPT presentations to help you project your brand and effectively market your capability.
After obtaining and reviewing the PowerPoint Presentation my comment is WOW - CFS did a fantastic job. Thanks. Ryan Keel (www.northdakotacollegeplanning.com)
Audience PPT presentation - This presentation is designed for an audience and is primarily educational in content. It is ideally suited for seminars or webinars. Objective of the audience presentation include:
- Educate the audience about college planning and that it's not just saving for college
- Establish your competence
- Basic overview of important elements of college planning and funding (Expected Family Contribution, Financial Aid, Savings Options, etc.)
- Offer hope by sharing some practical strategies for saving on the cost of college
- Create demand for your help!
- Educate the prospect about college planning and that it's not just saving for college
- Establish your competence and project your brand
- Basic overview of important elements of college planning and funding (Expected Family Contribution, Financial Aid, Savings Options, etc.)
- Review of your capability and how you help families become informed buyers of a college education and save on their college costs - based on their financial situation.
- Create demand for your help!
To see a few sample slides in PDF format, click here.
- Cost - $175/each or $275 for both (to receive the discount must order both at time of purchase).
- How to purchase? Download, complete and return the purchase request form. CFS will email you the link to download the presentation(s).
Video embed: "A Lesson in Paying for College" - Let this video help you tell the story!What is it?
Two minute client/prospect educational video. Using a light-hearted "retro" theme, this video inspires hope in parents that, with your help, they can become informed buyers of a college education and save money on their out-of-pocket college costs in the process. Motivates prospects to meet with you!
Two minute client/prospect educational video. Using a light-hearted "retro" theme, this video inspires hope in parents that, with your help, they can become informed buyers of a college education and save money on their out-of-pocket college costs in the process. Motivates prospects to meet with you!
- Cost - $299/year
- How to license? Download, complete and return license agreement
- Learn more: See example in advisor branded website
Client/Prospect e-newsletter College Ed Xpress - Stay connected with your prospectsWhat is it?
Each month (12 issues/year) College Ed Xpress delivers relevant, actionable and concise information, specifically for parents of high school seniors and juniors. These families are either just beginning or are in the throes of the complex, confusing, stress-inducing and often-times bizarre process of college admissions and financial aid. Incredibly, virtually all college literature on these subjects is targeted to the student; leaving the parents - who generally paying most of the bills - stumbling in the dark.
Subscribers register for e-newsletter through your prospecting site and/or through your branded college planning website.
Each month (12 issues/year) College Ed Xpress delivers relevant, actionable and concise information, specifically for parents of high school seniors and juniors. These families are either just beginning or are in the throes of the complex, confusing, stress-inducing and often-times bizarre process of college admissions and financial aid. Incredibly, virtually all college literature on these subjects is targeted to the student; leaving the parents - who generally paying most of the bills - stumbling in the dark.
Subscribers register for e-newsletter through your prospecting site and/or through your branded college planning website.
- Cost - $350/year
- How to license? Selected in the CFS Prospecting System License or the CFS branded software license.
- Learn more: see example
