Getting started with EZ College Planning:

1. Submit your payment and account information


2. Receive an email from CFS with instructions for accessing your account


3. Use the CFS-provided marketing resources to promote your new capability and services to grow your business and revenue

Number of Advisors	Annual Fee Per Advisor	Total Annual Fee
One Authorized Subscriber	$499/year	$499/year
Multiple Authorized Subscribers
2 users	$475/year	$950/year
3 users	$459/year	$1,377/year
4 users	$459/year	$1,836/year
5 users	$459/year	$2,295/year
6 users	$429/year	$2,574/year
7 users	$429/year	$3,003/year
8 users	$429/year	$3,432/year
9 users	$429/year	$3,861/year
10 users	$429/year	$4,290/year
11 + users	Contact CFS for pricing	Contact CFS for pricing

 Billing Information:

Service Level:

Solo subscription - $499 per year Office license (2 authorized users) - $950 per year Office license (3 authorized users) - $1,377 per year Office license (4 authorized users) - $1,836 per year Office license (5 authorized users) - $2,295 per year Office license (6 authorized users) - $3,574 per year Office license (7 authorized users) - $3,003 per year Office license (8 authorized users) - $3,432 per year Office license (9 authorized users) - $3,861 per year Office license (10 authorized users) - $4,290 per year

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State Alabama Alaska American Samoa Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Federated States of Micronesia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Marshall Islands Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Northern Mariana Islands Ohio Oklahoma Oregon Palau Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virgin Islands Virginia Washington West Virginia Wisconsin Wyoming Armed Forces Americas (AA) Armed Forces Canada/EMEA (AE) Armed Forces Pacific (AP)

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Year 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033

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State Alabama Alaska American Samoa Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Federated States of Micronesia Florida Georgia Guam Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Marshall Islands Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Northern Mariana Islands Ohio Oklahoma Oregon Palau Pennsylvania Puerto Rico Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virgin Islands Virginia Washington West Virginia Wisconsin Wyoming Armed Forces Americas (AA) Armed Forces Canada/EMEA (AE) Armed Forces Pacific (AP)

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