College-planning software

Product Description

About this Product

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CFS equips RIA's with college-planning, software, support and marketing material needed to:

  • Help clients save and not just for college costs
  • Protect AUM from being depleted to pay for college expenses
  • Attract new clients with a distinctive capability
     

About Collegiate Funding Solutions

Today, a family can easily exceed $250,000 in college costs, for one child! It is no wonder that, according to a Gallup Survey, 73% of parents with children under the age of 18 worry about college funding more than any other financial matter! How are families going to afford college for multiple children and save for retirement at the same time? 

With absurdly high and ever-increasing college costs and dismal graduation rates, parents - irrespective of their income - desperately need advice from their financial advisor that can help them save ON and not just FOR the cost of college, avoid suffocating student loan debt and improve their retirement savings outlook in the process!

CFS’ college-planning software, integrations, support and marketing resources equip RIA’s to help families send their children to college without going broke and grow their business and revenue in the process.   
 

Product Details

More info about us

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Category

Financial Planning
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Serving RIAs Since

2005
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.