Collegiate Funding Solutions (CFS) is a leading provider of innovative and integrated web-based college planning and funding solutions and college planning software for the financial services industry and financial services professionals.
CFS' clients include financial services professionals, professional advisory firms, credit unions and banks.
"The unique capabilities CFS have make them the most comprehensive provider of college financial planning services and a great addition for Money Tree’s community of professional advisors. The detailed college planning results CFS offers fills a void in most advisor’s capability, so their system is logical complement to ours.""
Mark Snodgrass
President - Money Tree Software
"Working with Collegiate Funding Solutions has completely changed my advisory business. Now that I am known as the local expert on a high demand topic, I am more memorable to prospects and more referable by centers of influence.
My business is growing because I always lead with college planning which is leading to many more first appointments. However, once the prospects realize how much saving on college can help them pursue their other financial goals they usually want to become a comprehensive client."
Josh Wolberg CFP®, MBA
Strategic Financial
"Your software is light years ahead of anything else we have seen."
Joseph S. Messinger, CCPS, ChFC, CLU
President - Capstone Wealth Partners, LTD
