EZ College Planning has a free trial version while the standard software does not and here’s why:
The two pillars of our standard software are:
- CFS’ exclusive knowledgebase of college planning strategies
- Hands-on support with client cases via our subject matter experts
Collegiate Funding Solutions' college planning and funding knowledge base includes over 200 actionable, practical and FINRA-reviewed strategies. The college-planning report generated for a client will include the relevant college-planning and funding strategies, from the knowledge base, based on the facts of the case. These strategies, along with the information, analysis, customized examples, etc., in the report are what equip you to advise the client as to a best course of action, to help them make better-informed college planning and funding decisions, save on college costs and their improve retirement savings outlook. No other college-planning software has a knowledge base like CFS. Our standard software is unique for this and a number of other reasons.
This is why we don’t provide free access into our knowledgebase (secret sauce) developed over the last 20 years. Here is a recording of a deep dive into this software and its unique qualities and benefits.
In addition to the college-planning reports advisors have access to our subject matter experts who will help them as needed with client cases. This support can be very helpful to advisors, especially with their first couple actual cases, to ensure a good outcome for the client and peace of mind for the advisor.
For these two reasons: access to our proprietary knowledge base and access to subject-matter experts there is no free trial version of the standard software
EZ College Planning does have a free trial version. Unlike our standard software, the EZ College Planning report does not include college-planning strategies, nor does it require subject-matter expert support to achieve its purpose.
All EZ College Planning reports look the same, just the results vary based on the facts of the case. If you are interested in a free trial of EZ College Planning, contact CFS and we’ll set you up as an authorized user of the free trial version. A recently recently recorded client case review using EZ College Planning highlights all the CFS-exclusive value in the EZ College Planning report that differentiates from other college-planning software and makes it more valuable to the client and yields more engagement opportunities for the advisor. Here is the recorded test case review.