MoneyGuidePro and PayForED Are Now
Integrated Partners
Student Loan Repayment and College Funding
Answers in One Solution
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 cloud-based software gives the advisor a complete suite of tools that simplifies student loan treatment and college funding for advisors. Our interactive environment provides an improved client experience over multiple years.
Comprehensive Training
Our comprehensive training program is the only complete student loan repayment and college planning course available. Our courses have earned the CFP Quality Partner approval and allow advisors to use a FINRA listed designation.
Resource Libraries
The advisor portal give you access to a resources library of videos and helpful forms. Advisors with our FINRA designation get acces to 5-annual webinars, case study programs, and financial aid alerts.
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!
Why College Funding and Student Loan Repayment training?
PayForED’s is the only complete student loan and college funding training program. We are recognized by the CFP as a CFP CE Quality Partner. Advisor can earn 28.5 CFP CE credits and use our FINRA listed designation at course completion.
Complete Approach
Training brings together and siplifies the financial aid process, college saving plans, educational tax strategies, proper student loan planning and the various loan repayment options.
Advanced College Funding Strategies
The college funding section provides advanced financial strategies that saves your client’s immediate dollars. Additionally it increases client retention by adding value over multiple years.
Student Loan Repayment & Forgiveness
This growing area of demand, gives advisors the education and strategeies needes to answer the various student loan repayment and forgiveness questions. It will help you grow your business and attract the next generation of financial planning clients.
Find out how PayForED can help transform your practice.
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