Student Loan Repayment and College Funding
Answers - All In One Place
We Make It Easy By Having A Single Resource
Have the tools to answer all of your client’s questions from saving for college to qualifying for loans forgiveness.
3 - 1 Software
Consulting Services
Training
Employer Platform
Our turnkey process offers flexibility in your implementation.
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
Solutions and strategies at each stage of the process with the focus on the financial outcome for both the student and parents
Award Winning Software
A Complete Software Solution
PayForED’s 3-in-1 cloud-based software gives the advisor a complete suite of tools that evolve with the client beginning with college funding through student loan repayment. Our approach improves client retention by having a single resource that can cover the possible 20 years of related financial decisions.
Interactive Environment
Our platform is user-friendly with help and coaching videos that enhance the user experience. The goal of the system is for the client to have the freedom to make changes wherever they are in their college or repayment journey. This leaves the advisor to be the financial strategist in these highly emotional decisions and complex
Advisor Resources
The monthly advisor meeting, financial aid alerts, and
strategy library full of documents and videos helps the
advisor stand apart from other financial professionals.
Our Software 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
Student Loan Repayer
$30/month per Advisor One Platform with All Three Solutions
Institutional Pricing Available
Student Loan Repayment And College Funding Outsourcing Services
PayForED’s consulting service allows advisors to offer student loan repayment and college funding advice easily. If you are just starting out or only have a few clients a year, our consulting option can help you fill this gap with independent and objective advice. We don’t compete with you like other consulting services. Due to the cost of college, increasing complexities, and the new IRS data integration, clients will be looking for better advice. The college financial aid offices and the loan servicers can not legally provide the complete answer.
Why Do I Need Student Loan Repayment and College Funding Services?
This is the largest financial decision most people make without a third party approval due to the current lending rules. For parents it is the largest purchase before retirement. Our advice bring together the financial aid process, college saving plans, educational tax strategies, proper student debt structure and repayment strategies.
Robust Reports
Generates personalized charts & data by college, repayment method, or tax scenarios in a simple format. We simplify a complex financial decision.
Customized Strategies
Our platform evolves with the client as they move from college funding to student loan repayment. You only need one resource provider.
Customer Retention
Outsourcing this to advisors who you do not compete with you. We offer flexibility in our delivery methods.
Over 50 million households are impacted
Why our complete training?
FINRA-listed designation and CFP-approved training programs designed for financial professionals to advise clients on student loan repayment and college funding decisions.
College Funding & Student Loan Repayment (CFSLA)
PayForED’s complete College Funding & Student Loan Repayment training (CFSLA) is received recognition from the CFP CE Quality Partner.
Earn 26 CFP CE credits and use our FINRA-listed designation at course completion.
Student Loan Repayment Adviser (SLRA)
PayForED’s complete Student Loan Repayment training (SLRA) has received recognition from the CFP CE Quality Partner.
Earn 13 CFP CE credits and use our FINRA-listed designation at course completion
Adviser Resource Library & Monthly Meeting
Access to a Resource Library which includes PowerPoint Presentations, Marketing Material & 3 Supplemental Courses. Our monthly advisor meeting keeps you updated on legislative changes and how they may impact your client’s college funding or student loan repayment outcome. These are recorded and available in the resource library.
Employer Platform for Advisors Who Support Employee Benefit and Retirement Plans
PayForED’s Solutions include a module that allows advisors who support company employee programs. According to SHRM, the Student Loan Assistance Benefit will be one of the fastest-growing benefits that employers will be requesting. This is due to the lack of advice that employees can get from the loan servicers. As employers put more resources into employees’ financial well-being, we can help with both the employer and employees’ goals.
Find out how PayForED can help transform your practice.
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