Do you want to learn how to successfully launch and build your college funding practice?

Are you already doing college financial planning but want to take your practice to the next level? This is a structured, sequential bootcamp program that’s built for advisors who are dedicated to doing the work it takes to build a profitable, successful college planning practice. After taking this course, you’ll walk away with all of the tools you need to hit the ground running.

What You'll Get

  • A Complete Roadmap to Launch Your College Planning Practice

  • Technical Training on the 6 Critical Steps Funding

  • Training on the CAP Platform

  • How To Avoid The Top College Planning Mistakes

  • Funnel Building Guidance

  • Key Processes to Scale Efficiently

Course curriculum

  • 1

    Welcome to the Masterclass

  • 2

    Lesson 1: Kickstarting Campaigns To Engage and Attract Your New Clients

    • Presentation

    • Case Study - Guidance Meeting with Resistence

    • Presentation Slides

    • Resources and Materials
  • 3

    Lesson 2: Discovery Meetings That Will Keep Clients Coming Back

    • Presentation

    • Case Study: An Audio Recording of a Client Consultation

    • Presentation Slides

    • Resources and Materials
  • 4

    Lesson 3: Defining Your Value With Business Practices/Structures That Prove It

    • Presentation

    • Resources and Materials

    • Homework: Practice What You Learned
  • 5

    Lesson 4: Incorporating CAP Technology Stack Into the Workflow

    • Presentation

    • Resources and Materials
  • 6

    Lesson 5: Leveraging the College Aid Pro Advisor Workstation and College Family Portal

    • Presentation

    • Video: Line by Line Instructions for Completing the FAFSA and CSS PROFILE

    • Video: A Step - By - Step Walk Through for Completing IDOC

    • Video: How to Successfully Appeal/Negotiate with Colleges

    • Video: General Overview of Verification Process

    • Resources and Materials
  • 7

    Lesson 6 - Case Studies and Bringing It All Together in a Financial Plan

    • Presentation

    • Resources and Materials
  • 8

    Next Steps

    • How to Keep Learning

    • Before you go...

Instructor(s)

Chief Education Officer/Professor

Joe Messinger

Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™. Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college. This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student. Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice! As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations.

Chief Technical Officer/Head Coach

Matthew Carpenter

Matt started College Funding Services (CFS) in 2005 in 2005 after realizing both he and his parents had made some major mistakes in navigating the college admissions and financial aid processes. It became Matt’s mission to show other families how to avoid making similar mistakes in one of the biggest investments of their life. Today, Matt is recognized as one of the nation’s leading authorities within the College Funding niche. Together, with CFS, Matt has successfully guided thousands of families through the college financial aid maze.

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