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Collegiate Funding Solutions

Collegiate Funding Solutions (CFS) is a leading provider of integrated, web-based college funding solutions and college planning software for financial services professionals and financial services institutions. CFS’s college planning software helps financial service professionals easily, immediately and dramatically improve their college planning and funding expertise—often saving clients significant amounts of money on out-of-pocket college costs. It can also help deepen client relationships, increase revenue and provide for diversification of service offerings.

  • Access into the premier college planning expertise: become a “virtual” college planning expert and help your client save FOR and ON the cost of college with the help of the CFS college planning software
  • Branded website option with simple integration into your advisor website
  • Completely web-based for ease of access, use and immediate results
  • Add-on services: CFS offers the following add-ons to help you develop your successful college planning niche: