College Planning and Student Loan Repayment
Answers All In One Place

Change the Conversation

Have the tools to answer all of your client’s questions

Attract new clients

Generate new revenue sources

Add Significant Client Value

Improve asset retention

Easy to Implement

Why the PayForED Platform

A Complete Software Solution

PayForED’s 3 -in- 1 cloud-based software gives the advisor a complete suite of tools that evolves with the client. This interactive environment provides an improved client experience over multiple years.

Comprehensive Training

This training program is the only combined student loan repayment and college planning course available. The training has earned the CFP Quality Partner approval and allows the advisor to use a FINRA listed designation.

Innovative Resources

The 5-annual webinars, case study programs, financial aid alerts, and strategy library full of documents and videos help the CFSLA stand apart from other financial advisors

How it works

A Complete Software Solution

PayForED’s 3 -in- 1 cloud-based software gives the advisor a complete suite of tools that evolves with the client.  This interactive environment provides an improved client experience over multiple years.

Comprehensive Training

This training program is the only combined student loan repayment and college planning course available. The training has earned the CFP Quality Partner approval and allows the advisor to use a FINRA listed designation.

Innovative Resources

The 5-annual webinars, case study programs, financial aid alerts, and strategy library full of documents and videos help the CFSLA stand apart from other financial advisors

Award Winning Software and Training

PayForED helps financial advisors understand their clients’ educational goals and student loan repayment opportunities.  Our unique platform provides the software and training to save clients thousands of dollars without becoming a college planner. The user-friendly environment gives the client freedom to customize their choices while keeping you as the financial strategist.

Our Solutions For Financial Professionals

If you want to grow your practice by gaining new clients and retain your asset base, then PayForED is the non-portfolio service that will create client loyalty and immediate return for them.

College Planning

College Cost Analyzer

Help your clients save money by discovering and comparing the best college value and loan options.

During College

In-College Payer

Keep your clients on track by minimizing debt at graduation and avoiding costly mistakes.

After Graduation

Student Loan Repayer

Generate all your client’s student loan and repayment options to maximize their financial future.

$50/month per Advisor
One Platform with All Three Solutions

Institutional Pricing Available

Why PayForED’s College Funding & Student Loan Repayment Software?

 Have the tools to answer this growing concern for more people.  Our approach will help you attract the wealth of the future. It also improves your ability to retain assets during the upcoming wealth transfer by connecting to the next generation with a needed service.

Robust Reports

Generates personalized charts and data by college in a simple format. We take the complexity out of college funding.

Customized Branding

Allows advisors to white label the reports and input custom disclaimers.

Customer Retention

Our Steps to Success platform helps advisors retain clients with answers during multi-year financial decisions years.
$50/month per Advisor
(Institutional Pricing Available)
Includes all three solutions!

Over 50 million households are impacted

$ 1 T
Wealth Transfer over 25 Years
$ 1 K
Avg balance in 529 plans ( Avg cost of one year of public university)
1 %
of parents plan on covering college cost
$ 1 K+
Average Medical Student Debt

Why our complete training?

PayForED’s complete student loan and college funding training has received the CFP CE Quality Partner recognition.  Earn 19.5 CFP CE credits and use our FINRA listed designation at course completion.

Complete Approach

Training brings together the financial aid process, college saving plans, educational tax strategies, proper student loan planning and the various loan repayment options.

Advanced College Funding Strategies

A program focused on advanced financial strategies that saves your client’s immediate dollars and adds value over multiple years.

Student Loan Repayment & Forgiveness

Get the knowledge to answer the various student loan repayment and forgiveness questions.  Grow your business in this high demand area.

Find out how PayForED can help transform your practice.

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