Simple steps to getting started with Collegiate Funding Solutions:

License Type Advisor Profile
PREMIUM Positions college planning as a strategic part of their service offerings. Supports a robust and versatile marketing and business development strategy.

In addition to access to CFS' signature STANDARD 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.

Premium license is a great value for advisors that want comprehensive college-planning capability and a visually stunning college-planning website to communicate their differentiated service offerings.

This option is ideally suited for advisors that do educational seminars/workshops to grow their business.
STANDARD 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.

 Learn why the standard license is the right choice for advisors that want to deliver comprehensive fee-based college-planning services.

 Watch overview of standard license.

 Download highlights of standard license.
EZ COLLEGE PLANNING EZ College Planning is an intro level service into college planning for financial services professionals. 

EZ College Planning is a simple-to-use and cost effective capability - beyond what is available in ANY financial planning software that delivers much more college-planning value to families with college-bound children and more benefits for your business. 

EZ College Planning 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 spotlights back-end opportunities with the client.

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!

 Watch overview of EZ College Planning

 Download highlights of EZ College Planning.

 Sample EZ College Planning Report


Licensing Options

License Features Premium Standard EZ College Planning
Access to CFS' EZ College Planning software via password protected dashboard
Access to CFS' Standard college-planning software via password protected dashboard

FINRA reviewed and approved for use by numerous B/Ds, making it easy for you to add enhanced college-planning services to your business
Access to CFS' hands-on college admissions and financial aid services for your clients.
Access into CFS' educational video library. Recordings on a variety of marketing, college planning, financial aid and admissions topics
Fully editable college-planning reports
FREE marketing material to help you promote and market your college-planning services
Time saving and secure online data collection form for clients and prospects. Example
Access to CFS subject-matter experts to answer your college-planning questions and help you with your client cases!
Branded college-planning website (example) with easy integration into advisor website (example)
College Ed Xpress e-Newsletter for prospects and clients. Stay connected with clients and prospects monthly! Can be added separately Can be added separately
Example of advisor-branded website Example >
Twelve-month license fee: $995 annually $599 annually $299 annually
One-time setup fee $250  
Select Plan Select Plan Select Plan


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