College Planning for the Financial Professional

Everything you need to enter and excel in the world of college planning

Developed by professionals just like you, every element of this training has been tried and perfected to ensure your success.

Unlock Your College Planning Success

Three Keys to Your Success (Plus Support)

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Simple Success (C4)

Condensed training for the planner who wants to hit the ground running TOMORROW.   This is the fast track to understanding how to use immediately available tools to provide your clients with EXCELLENCE in college planning recommendations that will save them time, money, and a good deal of frustration.

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College & Insurance

This training sequence is designed to alert the insurance professional to the exact relationships that exist between college planning and specific insurance-based opportunities.   Term Insurance, PLI, and Annuities all play very specific roles in college planning and you'll unlock the secrets here.

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Complete College Planning

Seasoned professionals or those brand new to financial services will benefit from our flagship offering.  More than 40 hours of top down training covering the fundamentals, recommended resources, building a college planning practice and more.  This is the key to the College Planning Kingdom.

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Ongoing Support

Weekly Webinars on College Planning (Mondays, 2pm EST), Private Discussion Board, Shared Resources (including presentations, spreadsheets, marketing, letters, worksheets, white papers, and more). Join CQA and multiply your impact exponentially.

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OCP for Accountants & CPAs

A perfect fit for your CPA practice, OCP provides you with the training, the parent solutions, and the partnerships to succeed.  An instant profit center that won't "tax" your already busy season!  Your clients will choose from 3 levels of college planning services delivered by the best in the business, and you'll collect an override. Use your tax knowledge and your new branded website (with your logo), and you're off and running immediately.

Click on either button below to email us any questions you might have or to learn more.

Email or Call 1-855-528-6418 LEARN MORE

The Book

Combining more than 20 years experience in College Planning, The College Planning Parachute is recommended reading for ANY PARENT of a college-bound student and EVERY professional looking to become a valued college planning resource.

Available on AMAZON.

Buy e-book on AMAZON $9.99

You're NEVER alone - We're here to answer your questions...

Don't struggle with the decision! We're here to help and would be delighted to talk to you. We promise you'll never feel pressured into buying anything. Our goal is to provide you with exactly what you need, if we don't think we're the perfect fit, we'll tell you. Email: [email protected] or CALL: 513/554-0826

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