 |
COLLEGIATEFUNDINGSOLUTIONS |
919.469.1996CFS > CAMPUS STORE
Add-on capability and turn-key marketing material to help grow your business
CFS provides the NAPFA advisor with the capability, add-ons and turn-key marketing materials needed to become the one-stop-shop for college planning and funding related services.
Following is a listing of additional services available through CFS. Click on the
next to the topic of interest to expand the section and learn more. ADD-ON CAPABILITY
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 spreadsheet generates the results for the client.
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 spreadsheet generates the results for the client.
- Cost - $199/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
Educational PowerPoint presentation What is it?
A professionally designed and field tested PPT presentation to help you effectively market your college planning capability and services.
Updated for 2013, this presentation is designed for an audience and is informative in content. It provides a compelling rationale for attendees to schedule a free consultation meeeting with you and learn how you can help them send their child to the right college, for the right reasons and at the right price. Objectives of the presentation:
CLICK HERE to preview the 2013 updated presentation!
A professionally designed and field tested PPT presentation to help you effectively market your college planning capability and services.
Updated for 2013, this presentation is designed for an audience and is informative in content. It provides a compelling rationale for attendees to schedule a free consultation meeeting with you and learn how you can help them send their child to the right college, for the right reasons and at the right price. Objectives of the presentation:
- Overview of the current college cost landscape (scary)
- Establish the college funding/retirement savings dilemma
- 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 by sharing just enough to help them convince themselves they won't achieve a best outcome without help
- Strong finish with setup for the next step - a free consultation
CLICK HERE to preview the 2013 updated presentation!
- Cost - $175
- How to purchase? Download, complete and return the purchase request form. CFS will email you the link to download the presentation
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 CFS-branded college planning website (Premium or Branded license options)
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 CFS-branded college planning website (Premium or Branded license options)
- Cost - $350/year
- How to license? Selected as an add-on in the Premium or Branded software license options.
- Learn more
Scholarship Finder - Add this to your advisor site to generate new clients!What is it?
School-based merit scholarship finder and lead generator (widget). This widget is an add-on for standard and branded licensees. The widget is a standard feature of the premium license option.
This add-on is a powerful call to action for your website. It is a scholarship calculator that will show families the dollar amounts of scholarships they are eligible for. However, to see the names of the schools and the important details, they will need to make an appointment with you. You can also offer the report to families who sign up for your College Ed Xpress newsletter. This is another way for you to show families how to save on the cost of college and not just for college.
The "widget" can be added into your advisor website and/or into your branded website with CFS (branded license). Click here to demo the scholarship finder
Parents want to know about scholarships their student might qualify for and how to get the money! This great tool enables you to help them get the answers!
School-based merit scholarship finder and lead generator (widget). This widget is an add-on for standard and branded licensees. The widget is a standard feature of the premium license option.
This add-on is a powerful call to action for your website. It is a scholarship calculator that will show families the dollar amounts of scholarships they are eligible for. However, to see the names of the schools and the important details, they will need to make an appointment with you. You can also offer the report to families who sign up for your College Ed Xpress newsletter. This is another way for you to show families how to save on the cost of college and not just for college.
The "widget" can be added into your advisor website and/or into your branded website with CFS (branded license). Click here to demo the scholarship finder
Parents want to know about scholarships their student might qualify for and how to get the money! This great tool enables you to help them get the answers!
- Cost - $199year
- View sample scholarship report: Click here
- How to license? Download purchase request form
