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

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Number of Advisors Annual Fee Per Advisor Total Annual Fee
 One Authorized Subscriber $399/year $399/year
 Multiple Authorized Subscribers  
2 users $379/year $758/year
3 users $367/year $1,100/year
4 users $367/year $1,468/year
5 users $367/year $1,835/year
6 users $347/year $2,082/year
7 users $347/year $2,429/year
8 users $347/year $2,777/year
9 users $347/year $2,777/year
10 users $347/year $3,471/year
11 + users Contact CFS for pricing Contact CFS for pricing

 Billing Information:


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 Account Information:


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Expand Your Capability. Expand Your Opportunities. Expand Your Income.