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:

Service Level:

Solo subscription - $399 per year Office license (2 authorized users) - $758 per year Office license (3 authorized users) - $1,100 per year Office license (4 authorized users) - $1,468 per year Office license (5 authorized users) - $1,835 per year Office license (6 authorized users) - $2,082 per year Office license (7 authorized users) - $2,429 per year Office license (8 authorized users) - $2,777 per year Office license (9 authorized users) - $3,124 per year Office license (10 authorized users) - $3,471 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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Month 01 - January 02 - February 03 - March 04 - April 05 - May 06 - June 07 - July 08 - August 09 - September 10 - October 11 - November 12 - December

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Year 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031

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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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