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10 Tips for Financial Advisors Getting Into College Planning

ETC Financial Advisors College Planning Home

College planning is the last major untapped market for the wealth management industry. Families make $500 billion in college planning decisions annually. When a family has a child in 11th grade, they are on the verge of making capital intensive decisions that will have lifelong consequences. Our College Planning Programs and Resources for Financial Advisors will enable you to build high value college plans for your clients, ensuring client retention by enabling the next generation to build wealth under your advisory service.

Key Programs for Financial Advisors

ETC College Admissions Probability Program - this revolutionary program provides you with the probability of being accepted to the colleges of your choice, and your Expected Family Contribution. Your results are shown in table form and Excel - perfect for the foundation of your college list. $10 per college or 10 colleges for $50. Also, the FAQ contains some of the most insightful and strategic information you’ll find anywhere regarding college pricing models, and how to use this information to your advantage.

ETC College Business Plan – envision presenting your client with an actual financial plan for managing college costs. Within that financial plan, all costs including living expenses are factored in. This program will save you dozens of hours of digging for data points. Through a series of 5 modules, specific inputs as pertains to a student and particular college produces a comprehensive ‘business plan’’ that lays out tuition + books, mandatory fees, living and other expenses (based on a 5-year completion schedule)- referenced to costs and financial outcomes. For a $10 charge/report (unlimited reports are free for subscribers), the entire plan is downloadable in Excel and includes additional results for 4-year and 6-year completion rates. This is the program you use to determine funding needs of a 529 plan.

ETC Ultimate College List Builder – many clients want an endless stream of data points relating to the colleges they’re thinking of applying to. You’ll find those data here. Search over 1,400 colleges, download your data in Excel – in less than 5 minutes! The easiest and most advanced college list building tool ever – the gold standard for quality of data and time savings.

Our #1 offering - the Financial Advisors College Planning System This is a ‘one-stop shop’ for college planning as it contains all of the relevant resources, from SAT/ACT testing info, FAFSA information and forms, to our Checklist. The System also includes our most relevant college planning programs including the Admissions Probability Program and the College Business Plan. All programs and information are organized into a sequential, step by step System.