College Funding 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 Real Client Value
Improve asset retention
Easy to Implement
Why the PayForED Platform
A Complete Software Solution
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 monthly advisor webinars, 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
During College
In-College Payer
After Graduation
$30/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
Customized Branding
Customer Retention
$30/month per Advisor
(Institutional Pricing Available)
Includes all three solutions!
Over 50 million households are impacted
Why our complete training?
PayForED’s complete student loan and college funding training has received the CFP CE Quality Partner recognition. Earn 26 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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