Partnering with the absolute best provider of software-based diagnostic College Planning Solutions in the country, you'll be able to take your training to a new level of client service.


Tell us who you are and we'll suggest the best combination of training that will suit you to a "T".   One part training, one part software: The recipe for success. 

WHICH COMBINATION IS RIGHT FOR YOU?


TOTAL SOLUTIONADVISOR OBJECTIVEBENEFITS
LEARN MORE
& BUY


EZ College Planning

&

Simple Success


Insurance Licensed Pro's
focused on writing more 
insurance business

Client Retention

Immediate Implementation

Lead Generations

                                           

EZ College Planning

&

C4-HIGH IMPACT


You have a successful financial

planning practice, but you'd like to 

implement CP quickly


Simple, Quick, High Impact 

Implementation

Business Expansion


COMPREHENSIVE

&

C4-HIGH IMPACT


You are ready to make CP a mainstay of your 

practice but don't have the time for
40 hours of comprehensive training.


Fee-Based Revenue, Lead Generation

Comprehensive (Financial & Academic)
​Client Solutions



TOTAL SOLUTIONS - Making an EASY Decision

Cumulus College Quest