EZ College Planning from Collegiate Funding Solutions
Deliver much-needed new value
to your clients with college-bound children
with EZ College Planning!
Today, a family can easily exceed $250,000 in college costs - for 1 child*!
There are two different prices for a college education - one for the informed buyer and one for the uninformed.
What price will your clients pay?
Families with college-bound children should be able to expect more than just simplistic, one-size-fits-all savings strategies from their financial advisor.
Saving for college costs is important, but there is more to college planning than just savings strategies.
*Source: College Board 2018 data analyzed by Collegiate Funding Solutions, Inc. Includes tuition, fees, room and board.
With EZ College Planning, your clients can expect more than just simplistic college savings strategies and you can deliver more!
A recent Gallup Survey found that 73% of parents with children under the age of 18 worry about college funding more than any other financial matter.
Despite this sobering fact, no area of financial planning education or planning tools have lagged more behind the needs of consumers over the last twenty years than college planning.
The vast majority of financial advisors still treat college planning as essentially a savings issue with very little to offer - if anything - beyond savings strategies. Today, parents with college-bound children want their advisor to help them save ON and not just FOR the cost of college.That is exactly what EZ College Planning equips financial advisors to do.
EZ College Planning is a simple-to-use, cost effective and far beyond the capability available in financial planning software (e-Money, Money Guide Pro, Money Tree, Advizr, etc.). You'll deliver much more college-planning value to families with college-bound children with many benefits for your business.
Benefits of EZ College Planning:
Amplify your financial planning capability with CFS' highly-acclaimed college-planning expertise for the benefit of your clients and your businessShare actionable information with your clients that can help them save ON, not just for the cost of college and improve their retirement savings outlook in the process!
Identify back-end revenue opportunities using the EZ College Planning report
Grow your business with enhanced capability
Differentiate yourself from other advisors
Deepen client relationships
CFS-provided marketing material to motivate clients/prospects to engage your services
Access to CFS' educational videos to expand your knowledge and and grow your business
Steps to getting started with EZ College Planning:
- Submit your payment and account information
- Receive an email from CFS with instructions for accessing your account
- Use the CFS-provided marketing material to promote your new capability, generate EZ College Planning reports and grow your business
| Number of advisors | Annual Fee Per Advisor | Total Annual Fee |
 One advisor only |
$299/year | $299/year |
 For multiple authorized users |
||
| 2 users | $285/year | $570/year |
| 3 users | $275/year | $825/year |
| 4 users | $275/year | $1,100/year |
| 5 users | $275/year | $1,375/year |
| 6 users | $260/year | $1,560/year |
| 7 users | $260/year | $1,820/year |
| 8 users | $260/year | $2,080/year |
| 9 users | $260/year | $2,340/year |
| 10 users | $260/year | $2,600/year |
| 11 + users | Contact CFS for pricing | Contact CFS for pricing |