How to Incorporate College Planning Into Your Practice
February 13, 2025
Ready to Partner with CAP for College Planning?
Our CAP experts are here to support your clients so you don’t have to do the heavy lifting.
We’re offering a 20% discount on our B2B programs. Use Code: FIDUCIARY20
This offer expires February 28th at 11:59pm PST
By The Hour
$299/hr
$239/hr
when you use coupon code: FIDUCIARY20
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1:1 in-depth college planning expertise and guidance
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We'll meet with you, your client, or both - whatever you need
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When the tough questions come up, just tag us in!
Tier 1 Member
$1,000/year
$800/year
when you use coupon code: FIDUCIARY20
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A dedicated CAP expert as the point of contact for you and your families
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Up to 15 new MyCAP subscriptions for your clients per year
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25% off any consulting packages (hourly or white glove)
Tier 2 Member
$2,000/year
$1600/year
when you use coupon code: FIDUCIARY20
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Everything in Tier 1 +CAP, plus...
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5 Hours of 1:1 consultation services for your clients to use over the year
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Split it up or give to a special client - whatever you need
Be The Expert
$1,500/year
$1200/year
when you use coupon code: FIDUCIARY20
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Access to best in class college financial planning software for professionals who are college financial planning experts
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Unlimited clients
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Client access available through family portal
Recording
February 13, 2025