CONTACT CFS
Three simple steps for getting started with Collegiate Funding Solutions:
- Determine which software license is right for you.
- Select, complete and fax the the license agreement to CFS.
- CFS will be in contact to get you started - it's that easy!
License Type and User Profiles:
| License Type | Typical User Profile |
| Branded | Positions college planning as a strategic part of their business. Moderate to frequent usage. Supports a robust marketing strategy for clients and prospects. |
| Standard | Positions college planning as value-add for current clients and prospects. Infrequent to moderate usage. |
| Which software license is right for you? |
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| Benefit | Branded | Standard |
| Access CFS' highly-acclaimed web-based software |  |
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| FINRA reviewed reports | |
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| Access to premier and hands on college admissions and financial aid services for your clients. | |
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| Secure back-office website for all admin functions | |
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| Advisor e-newsletter College Planning Insider - example | |
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| Free marketing materials to help you promote your college planning services | |
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| Support - email and phone. Need help with client cases? Contact our subject matter experts for help! | |
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| Optional add-on - Merit money scholarship info in CFS reports - get more info or see an example in Section VI of this sample report | |
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| Free report download | |
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| Branded college planning website - example | |
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| Customizable website content - example | |
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| Optional add-on - Client/Prospect e-newsletter College Ed Xpress* - example | |
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| Twelve- month license fee | $595 | $475 |
| Important note - If you are affliiated with LPL or Cambridge Investment Research, contact them to obtain discounted licenses. If affiliated with NAPFA, click here for discounted licenses |  |
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* Visit the College Ed Xpress page under Additional Services for details and pricing for this optional add-on service to the branded license..