college planning EXPERTS + tools + technology
Are you a financial advisor looking to add college planning to your practice?
CPN was created BY financial professionals FOR financial professionals so you – the Advisor – can focus your energy on your financial expertise… while we deliver a world-class college planning experience for your clients!
By letting us do what we do best and you doing what you do best, it’s a perfect partnership that will allow you to take your business to the next level and ensure your clients find the right academic, social, and financial fit school and don’t overpay for it.
Seize the Opportunity for Increased Revenue Streams from College Planning
Three ways to bolster your financial business
be our marketing affiliate
For advisors who want to offer world class college planning services but don’t have time or resources to do so. Get paid to refer your clients to your “College Planning Affiliate,” and CPN will take it from there.
join our advisor membership
Get paid on the front end and back end by using our tools, technology, and resources while our specialists provide your admissions and financial aid back office support. Plus receive your own branded sales materials and retail storefront.
enroll in our success academy
Learn everything needed to run your own full-scale college planning operation. Marketing Lead gen. Building/selling college solutions. Implementing long standing retirement solutions for lifetime clients.
