The best part about CFS is the second-to-none service they provide. This is a non negotiable if you're looking to deliver one-of-a-kind value to your clients.
#Cfs software software#
I've been a client of CFS for over 2 years now and I am so grateful for this software! If you're looking to work within the college space you cannot afford to not use CFS' proprietary software and resources. Tom & Maria Geffers, Career & College Counselors Thank you for your excellent service and gold standard offerings. I am so happy with your software! Thomas Robarge AIF®, RICP® Deliver more value, to more clients, at nominal cost, using less human resources, all while maintaining a personal touch. You can get started today and begin helping clients immediately. Simple to use and easy to integrate into your business and processes.
College planing is not a one-time service but an ongoing planning process between you and your client - from the time they engage you through the college years.
Frequent and deeper engagement opportunites with the client. Increase your planning fees! Increase AUM and PROTECT AUM that may otherwise be used to cover exorbitant college costs. New revenue-generating opportunities will emerge from your enhanced capability. For Gen-X parents with college-bound children, paying for college is the most immediate and urgent financial concern. Address an immediate financial concern. That message resonates with ALL parents with college-bound children, irrespective of their financial situation. With CFS you'll help families save ON, not just for college costs. Most financial advisors still treat college-planning as exclusively a savings issue - with little to offer beyond that. Differentiate your business from other advisors. 
Starting with CFS' signature college-planning software, complemented by CFS' hands-on college admissions and financial aid services and supported by CFS' subject-matter experts, when you partner with CFS you become a premier and comprehensive college-planning service provider.
Broaden the range and value of college-planning advice that you can provide. Just like TurboTax® can help you reduce out-of-pocket tax payments, CFS' software can help reduce out-of-pocket college costs for your clients with college-bound children.Īn indispensable piece of the value-added services puzzle for financial services professonals You don't need to be an expert to use it or to benefit from the expertise it yields. Think of CFS' software as a sort of TurboTax®for college planning. Save your clients out-of-pocket college costs, look like a hero, grow your business and get more referrals from happy clients! It would take the average advisor years of research to accumulate all the expertise and actionable information in Collegiate Funding Solutions' college-planning software. These school-specific college planning, funding and cost saving strategies are customized to your client's finances and college funding timeframe. They are positioned to differentiate themselves from other advisors, deepen the client relationship, generate more revenue and identify other opportunities with the client.Ĭollegiate Funding Solutions' college-planning software enables you to quickly and efficiently identify and assess strategies for helping your clients save ON, not just for college costs. They want their advisor to help them identify ways to reduce their out-of-pocket college costs - without compromising their retirement savings goals.įinancial advisors today who have the specialized capability to provide college savings plans AND college cost reduction strategies have a tremendous opportunity. Today consumers want and need more than just college savings strategies from their advisor. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial advisors. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. Parents want to provide for their children's college education.
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