Want to join us in raising the bar on college planning advice?
Learn how to better serve Gen X clients, and rescue them from their #1 financial fear —
paying for their children's college...
We're on a mission to revolutionize our industry's approach to college funding advice.
Join us for a deep dive into the process we use in our firm everyday to help clients navigate the stressful process of funding their children's college education.
Build a business around college planning advice
We'll teach you how to build a business around college planning advice, to attract & retain clients in an easier way than you have ever considered.
Get a 2-pronged system to deliver your clients the best college planning advice & how to build a thriving business that makes client acquisition & retention simpler.
How To Develop A Specialty Around College Planning
Unparalleled training to learn to do college planning better than 99% of financial advisors...and build a thriving business around it.
Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way
- Learn how we cracked the code and developed a unique 6-step process that has helped hundreds of families across the country.
- Videos, worksheets, and extra resources you can use to help your clients right away.
- Get 8.5 hours CE from the CFP Board.
- Learn at your own pace.
Part 2: Marketing College Planning & Building A Business As Your Local Expert
- Build a practice you love with college funding.
- Become a sought after advisor in an under-served niche.
- Learn to build centers of influence with group presentations & 1 on 1 interactions.
- Learn a proven, sales, marketing, and client acquisition service model.
Get Both Courses Together Now & Save
- Become a sought after advisor in an under-served niche!
- There is more demand for smart college planning than there are advisors who know how to do it well. Learn a proven planning, sales, marketing, and client acquisition service model that will set you apart from your local competitors.
- Make a commitment to your community & your business...enroll now, get Parts 1 & 2 together...save $1000.
- Click below to see all the details...
Trusted by industry thought leaders…
Director of Speeding Things Up & Co-Founder XY Planning Network
Frequently Asked Questions…
We’re confident even the most experienced college planners will learn new strategies and techniques for helping clients.
What kind of tools, marketing materials and other extras do I get?
How can I get coaching and support when I have questions?
We’ve worked hard to create online-learning content that we think will put you among the top 1% of college planners in the country…seriously. If you want to learn more about applying to be a part of one of our exclusive group-coaching programs of elite college planners, click here.
Is there continuing education credit for the course?
The technical training is eligible for up to 17 continuing (CE) education credits toward the CFP designation. You will be required to pass a quiz after each course module to earn CE credits.
Is there a guarantee?
If at the end of 30 days you don’t believe you can apply the College Pre-Approval™ process to help at least one family pay for their children’s college education…and earn their gratitude, trust & respect…we’ll refund you in full.