Easy-To-Use College-Planning Software & Client Acquisition Resources for Financial Advisors and College Planning Specialist

CFS is the engine that allows me to delivery world class solutions to my clients. It starts with the data intake which quickly helps me identify areas that I can assist clients. The reports are robust and allow me to be efficient in the data crunching and focus on the solution.

With 15 years of experience and thousands of clients for whom we’ve served I can say that CFS’ combination of five star college financial planning software, subject matter experts and support are GREAT! They are very valued partner in the success we’ve been able to achieve over the years. Their relentless innovation is amazing. True pioneers with respect to college financial planning software.

CFS provides the most comprehensive set of tools for gathering new clients that I have found in the college planning industry. Also, fast and personal customer service to answer questions and provide marketing advice. Well done, CFS!

I really like the tools that you have created that will further help our clients. It is great to have something as comprehensive and tangible to help them with.

Within a month of starting with CFS, we were able to deliver compelling advice that helped a prospective client save thousands in college costs. Fast forward a year later and that family has continued to trust us, hiring us to manage their wealth and financial planning strategy. CFS provided a perfect tool for helping the client understand and test the impact of various college-planning strategies and ultimately helped us win the trust of a great family that we really enjoy serving!

Thank you for your excellent service and gold standard offerings.

I've been a client of CFS for over 2 years now and I am so grateful for this software! If you're looking to work within the college space you cannot afford to not use CFS' proprietary software and resources. This is a non negotiable if you're looking to deliver one-of-a-kind value to your clients. The best part about CFS is the second-to-none service they provide. If you have a question or a unique request they go the extra mile to accommodate. I love great service and that is what CFS delivers! I highly recommend working with CFS.

The CFS software has become an important tool in our process and helps us create the specialized solutions families are looking for. We utilize the system to add efficiency to our practice, allowing us to help more families while continuing to deliver high quality college planning solutions.

We presented a college plan this morning, created using your standard software, to an attendee from a seminar we did. We offered free plans to the attendees but this prospect asked to pay becuase they were so impressed and grateful for the value of the information we provided! Never had that happen before!

CFS' updated college-planning reports have taken CFS' software to a whole new level! Frankly, I'm blown away by the improvements and CFS had made life easier for me and my team!

CFS reports has allowed us to show our clients an in depth analysis of individual colleges based on the family's specific financial portfolio. Even beyond the EFC calculation and potential ways to bring that number down, looking at each college's "average need met" as a way to compare those colleges that are more generous. Digging in deeper, how does that "need met" manifest itself in the scholarships, gift aid, or self help opportunities? This is provided as well in the new reports, complete with graphs and specific breakdowns that show clients the specificity with which we analyze their situations.

I am just completing a fee-based plan focused solely/only on college planning for a long-time client. I charged them $1,200 to do the plan which more than pays for a year subscription for your service and the client said it surpassed all of their expectations.
Talk about a powerful conversation!

This is just a quick note to let you know we find the responsiveness and knowledge provided by Collegiate Funding Solutions to be outstanding. It is rare these days to work with an organization that picks up the phone as often as CFS does, or calls back as quickly. Their information is always spot on, and in the rare case the person I call does not have the answer, they get right back to us. CFS is a very important resource to us and I thought you might appreciate the feedback.