Instructors Directory > Collegiate Funding Solutions
Cfs logo med

Collegiate Funding Solutions
(919) 469-1996
www.collegiatefundingsolutions.com

CFS’ mission is to help families with college-bound children save on and not just for college costs with the help of their financial advisor/financial institution

Collegiate Funding Solutions' college-planning software, add-on tools, subject-matter experts, college admissions and financial aid services, educational resources and marketing material equip financial advisors to deliver significantly more value - beyond just savings strategies - to clients with college-bound children and differentiate/grow their business in the process.
 

Archived Webinars

BEYOND SAVINGS: HOW TO REALLY HELP YOUR CLIENTS PLAN FOR COLLEGE COSTS
Recorded Date October 18, 2021  Cost $15.00 Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Specialized Knowledge  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm, Other