Are You Ready To Become a Certified College Funding Specialist® and Gain Immediate Access To Our Education and Training Resources?
- #1 recognized college funding designation in the US
- Registered with FINRA
- CFP board approved for 8 CE hours
- No contracts or joining IMO's
- Sell more of the product and services you already offer
- Each new class of students brings in fresh new prospects year-after-year
College funding is the perfect add on service to your existing financial practice and our training and marketing tools will help you quickly get established as the "college" expert in your community.
JOIN NOW AND BECOME A CCFS® TODAY! Only $195 $50 per month
For a limited time, you can join and get everything we offer for only $50 per month. There are no strings attached, you can cancel at any time. If you have been thinking about adding college funding to generate leads and sell more, there isn’t a better time to start than right now.
Not quite ready yet? We suggest you schedule an appointment to speak with our membership team.
POTENTIAL PROSPECTS
New College-Bound Families Per Year
PROBLEM THEY FACE
Average Cost to Educate a Family
YOU CAN HELP
Average Effect on Family's Wealth
YOU CAN EXPECT
Average New Monthly Clients
WHY YOU SHOULD GET INTO COLLEGE FUNDING
When was the last time you received a call or an email from a prospect you never met before, wasn’t a referral, was already working with an advisor, and willingly wanted to provide you all of their financial details?
We’ll answer that question for you… NEVER.
FINANCIAL ADVICE IS NOT SOMETHING MOST PROSPECTS WANT… IT’S SOMETHING THEY NEED.
To get a consistent flow of qualified prospects contacting you requires more than just non-stop advertising, expensive seminar dinners, or buying leads.
You may be thinking… “college funding”... People that send their kids to college don’t have any money, and if they do, they’re going to spend it on college. Even young families don’t usually have enough money to save in a 529 plan.
IT'S TIME TO CHANGE YOUR THINKING.
You may have had some of these hesitations in the past, but families today know perfectly well that college is expensive and they know they have not planned accordingly. Families understand that they may end up paying way more than they should for their child’s education and they fear that they may have to reduce the amount they save for retirement, to pay for college.
COLLEGE IS THE PERFECT MARKET FOR FINANCIAL ADVISORS.
But what the vast majority of financial advisors don’t understand about college is the concept of “reverse distribution.” To a financial professional, this is a marketing goldmine.
You see, colleges are so expensive today that they are giving more grants and scholarships to wealthy families than those that really need the money. Colleges will use a $20,000 “tuition discount” to entice good students to their school from families that would typically pay full price. But wealthy prospects and clients have no idea how to get this money.
That’s where you can use our college funding education, training, and the college’s own inside information to help families cut the cost of college. Then you can show these families how to use tax, cash flow, and financial strategies to ultimately recover the entire balance they paid for college by the time they retire.
IF YOU WANT TO IMPRESS PARENTS AND GRANDPARENTS WITH SIGNIFICANT INCOME AND ASSETS TO CONTACT YOU FOR ADVICE, COLLEGE FUNDING IS YOUR ANSWER.
REASONS TO BECOME A CERTIFIED COLLEGE FUNDING SPECIALIST®
ADDS A NEW STREAM OF INCOME TO YOUR PRACTICE
Our members are licensed financial professionals who use college to develop stable relationships with new prospects and add a six-figure stream of income to their existing financial practice.
SELL MORE OF THE PRODUCTS AND SERVICES YOU ALREADY OFFER
Some advisors will sell tax and college planning as a fee-based service, while others use low-load annuities and life insurance to qualify families for grants and scholarships.
COLLEGE FUNDING GOES BEYOND 529 PLANS
College is not about 529 plans and most advisors know it. College is about tax planning, financial planning, cash-flow strategies, and negotiating tuition discounts. And you will learn about all of those strategies in our Certified College Funding Specialist training courses when you become a member.
NO NEED TO JOIN AN IMO OR SIGN ANY CONTRACTS
You don’t have to sign any contracts or join an IMO to have your own college funding service. We do not sell any financial products, not part of any IMOs or B/Ds, and all of our training is unbiased and covers all financial products
RECRUIT NEW ADVISORS TO YOUR PRACTICE
Many members use the college funding niche to recruit junior advisors by delegating the college funding to them, and only handling the financial planning and product implementation.
ATTRACT RETIREMENT PROSPECTS
COLLEGE is an excellent tool to attract retirement prospects because grandparents love their grandchildren and will discuss college with you, regardless of their current financial advisor.
GENERATE NEW PROSPECT LEADS YEAR-AFTER-YEAR
College is a “blue ocean strategy” that allows you to completely separate yourself from a crowded market of financial professionals fighting over the same prospects the same old ways. You can generate new prospect leads year-after-year, and even receive referrals from clients that would typically never refer their financial advisor to their friends and acquaintances.
