Helping families save ON, not just FOR the cost of college!

Education and Training Partner

Cumulus College Quest



Join Our E-Newsletter
Enter Email:

Additional Education and Training Opportunities

CFS and Cumulus College Quest - Collaborating to help advisors succeed with college-planning services


Two hurdles that keep many financial services professionals from succeeding are:
  1. Not meeting with enough prospects
  2. Poor prospect to client conversion
To help our clients overcome these hurdles, CFS is collaborating with Cumulus College Quest (CCQ).

CCQ offers web-based training and resources that will provide you with a clear understanding of how to meet with more prospects and convert a higer percentage of prospects to clients using college-planning services.
arrow

Developed by active college planners - who have trained nearly 1,000 financial professionals nationally over the last 10 years - you'll benefit from the experience of financial advisors who are in the trenches, every day, helping families send their children to the right colleges, for the right reasons and saving ON college costs in the process.

With CCQ you'll acquire the knowledge, expertise, best-practices and marketing techniques that will help you build a successful college-planning business and differentiate you from other advisors.

Watch the recently-recorded webinar introducing the CFS/CCQ collaborative relationship.

This is a very comprehensive and "no strings attached" online training program for advisors who want to feature college-planning services as strategic service offering and achieve significant success in this rapidly growing market niche.


If you can't help families with college-bound children, someone else will! Watch this video of CCQ co-founder Andy Hickman explain why:


Visit Cumulus College Quest and get started with a 7-day free look.


Benefits of additional training with Cumulus College Quest:

  • Benefit - Comprehensive training, covering all the topics needed to successfully integrate college planning services into your business. CCQ offers training on ANY aspect of college planning - depending on your budget and your needs.
  • Benefit - complements CFS' services, support, maketing material, etc.
  • Benefit - Ideally suited for for an advisor that has little to no experience with college planning but wants to grow their business and revenue significantly in the rapidly-growing market niche within a short period of time - 30-60 days
  • Benefit - Up to 25 hours of approved CE credits available for CFPs.
  • Benefit - Value, defined as what you receive for what you pay. This training program offers more value than any other training program that CFS has evaluated over the last 15 years. With the depth of the training you'll receive via the online training modules, you'll be ready to fully implement a profitable college planning process within weeks. The ROI in your first year can be 1,000% or more and the training shows you time test methods to achieve your target levels

Expand Your Capability. Expand Your Opportunities. Expand Your Income.