Student Loan Repayment, College, Grad & Medical Funding...
Get 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 provides advisors with a comprehensive suite of tools that supports clients from undergraduate college funding through graduate and medical school financing, and ultimately student loan repayment. By addressing every stage of the education financing journey, PayForED helps advisors strengthen client relationships and improve retention by offering a single resource for the financial decisions families may face over the course of 20 years or more.
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 as the financial strategist in these highly emotional, complex decisions. We provide advisory support for advisors on college funding, graduate school planning, and student loan repayment strategies.
Advisor Resources
The monthly advisor meetings, financial aid alerts, and comprehensive library of documents and videos equip advisors with the tools and insights needed to stand out 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
Degree 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 delivers specialized software and expert advisory support for college, grad, & medical school planning, as well as student loan repayment strategies. Our tools help families clearly understand the true cost of education and funding so they can make confident, well-informed financial decisions.
With technology and professional outsourcing, PayForED gives you clarity, structure, and strategic direction at every stage of the education funding process. Our consulting solutions are designed to fill service gaps within your practice—enhancing, not replacing, your existing client relationships.
With rising college costs, increasing regulatory complexity, and new IRS data integration requirements, families are seeking more comprehensive guidance. College financial aid offices and loan servicers cannot legally provide fully integrated advice. PayForED complements your services without competing with your business. All the software solutions have recently been updated to reflect the new OBBB loan limit changes
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.
Complete the form below and we’ll be in touch soon.
