Three simple steps for getting started with Collegiate Funding Solutions:
- Determine which license is right for you.
- Select, complete and fax the the license agreement to CFS.
- 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. Supports a robust marketing strategy for clients and prospects. |
| Standard | Positions college planning as value-add for current clients and prospects. Moderate usage. |
| EZ-Pricing | Wants to stay “plugged in” to the ever-changing college financial planning landscape and CFS. Infrequent usage. Pay-as-you-go. |
Which software license is right for you?
| Benefit | Branded | Standard | EZ-Pricing |
| Access to CFS web-based college planning software |  |
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| Access to CFS Client Care Center | |
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| Access to secure Administration Section of website | |
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| Advisor E-Newsletter (College Planning Insider) | |
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| Marketing Support Material | |
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| Back-end Support (email/phone) | |
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| Cost Per Report Download | 0 | 0 | $79* |
| Branded College Planning Website | |
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| Customizable Website Content | |
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| 12-Month License Fee | $450 | $325 | $179 |
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Sample reports:
Sample A (updated 8/2008): This sample report reflects a client that is likely to qualify for need-based financial aid at the school in question- Sample B (updated 8/2008): This sample report reflects a client that is not likely to qualify for any need-based financial aid
Advisor Testimonial:"After using CFS for a number of our clients, I wanted to inform you that we are very pleased with CFS.
The CFS generated college planning reports validate and complement the college planning and funding strategies that we recommend to our clients.
CFS helps our firm offer excellent college planning value for our clients and saves us considerable time and effort in the process.
As a fee-only advisory firm, CFS helps us achieve the peace of mind that comes from knowing that we are fulfilling our fiduciary responsibility to our clients with respect to their college planning and funding needs. Collaborating with CFS, we deliver to our clients the very best in college planning.
We look forward to a long-term relationship with CFS."
John E. Sestina CFP®, ChFC
Father of Fee-Only Financial Planning
www.sestina.com
"I wanted to let you know pleased I am with the CFS service and all the capabilities that it brings to my business. I highly recommend CFS to financial services professionals that want to succeed with college planning!
The CFS college-planning software is outstanding – by far the best I have evaluated or used. It saves me countless labor hours. The CFS college planning reports are comprehensive and reveal the strategies that will help my clients save on and not just for college costs. The reports make it very easy for me to suggest a plan of action for the client.
Lastly, with the help of CFS I have generated revenue that far exceeds my modest investment in your services.
CFS is a great service and delivers tremendous value to financial services professionals. CFS is one company that really does under-promise and over-deliver."
Kyle Roach
Certified College Planning Specialist
Cornerstone College Planning