CONTACT CFS
Three simple steps for getting started:
- Decide which software license is right for you.
- Download, complete and fax the license agreement.
- CFS will be in contact to get you started - it's that easy!
License Type and User Profiles:
| License Type | Typical User Profile |
| Branded | Positions college planning as a strategic part of their business. Moderate to frequent usage. Projects a strong college planning presence. Branded website integrates into advisor website. |
| Standard | Positions college planning as value-add for current clients and prospects. Moderate usage. |
| Which software license is right for you? |
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| Benefit | Branded | Standard |
| Access CFS' highly-acclaimed web-based software |  |
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| FINRA reviewed reports | |
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| Access to premier and hands on college admissions and financial aid services for your clients | |
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| Secure back-office website for all admin functions | |
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| Advisor e-newsletter College Planning Insider - example | |
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| Marketing material to help you promote your college planning services | |
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| Support - email and phone. Need help with client cases? Contact our subject matter experts for help! | |
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| Free report download | |
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| Branded college planning website - example | |
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| Customizable website content - example | |
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| Optional add-on - Client/Prospect e-newsletter College Ed Xpress** - example | |
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| Twelve- month license fee | $499 | $399 |
* Visit the College Ed Xpress page under Additional Services for details and pricing for this optional add-on service to the branded license..
License Options, Discounted Fees and License Downloads
For NAPFA members, software licenses are discounted 15% and the Prospecting System is discounted 20%
| License Option | Annual Payment | License |
| Branded Software | $499 |  Download |
| Standard Software | $399 | Download |
| CFS Prospecting System | $600 | Download |
| College Ed Xpress Newsletter* | $350 | |
| Bundled License Option | Annual Payment | License |
| Prospecting System, Branded Software and College Ed Xpress Newsletter | $1,399** | Download |
*Newsletter is selected in Branded license, Prospecting System license or included in Bundled License Option
**SAVE an additional $50 with the Bundled License Option