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 total 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?
A 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 has lagged more behind the needs of consumers over the last twenty years than college planning.
Most 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, MoneyGuide, etc.). You'll deliver much more college-planning value to families with college-bound children with many benefits for your business.
*Source: College Board 2020 data analyzed by Collegiate Funding Solutions, Inc. Includes tuition, fees, room and board, projected over four years.
Benefits of EZ College Planning:
Expand and Amplify your college-planning capability and service offering for the benefit of your clients and your businessSell CFS' highly-acclaimed college admissions and financial aid services and generate additional revenue.
Share 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 that are revealed in the EZ College Planning report
Grow your business with Gen X and Gen Y parents
Differentiate yourself from other advisors
Deepen client relationships
Expand your knowledge on hot topics in college planning with CFS educational videos
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 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 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 |