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College Planning
Solutions to Enhance your College Planning Capabilities
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Matt CarpenterGuest Expert: Matt Carpenter, College Aid Pro

College Aid Pro is your answer to any college related questions you and/or your clients might have.  Most advisors get college questions but don't feel equipped to give expert guidance in this...

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Discussions & Comments

Missy Davis 3 years 3 months ago
A few comments from listeners:
This was a great presentation. I've been using another provider for my college planning reports and will probably be adding College Aid Pro to my lineup. Possibly even replacing the other one. Thanks for all the work you put into this!
- Ryan K.

CAP is a tremendous resource for critical area of college planning. Great to know how CAP works. Like the way Matt presented options on how advisors can interact and use CAP as a resource that fits their practice. Thanks
- James M.

Great to know about the changes coming to the EFC / student aid calculation.
- Kelly N.
A few comments from listeners:
This was a great presentation. I've been using another provider for my college planning reports and will probably be adding College Aid Pro to my lineup. Possibly even replacing the other one. Thanks for all the work you put into this!
- Ryan K.

CAP is a tremendous resource for critical area of college planning. Great to know how CAP works. Like the way Matt presented options on how advisors can interact and use CAP as a resource that fits their practice. Thanks
- James M.

Great to know about the changes coming to the EFC / student aid calculation.
- Kelly N.

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College Aid Pro is your answer to any college related questions you and/or your clients might have.  Most advisors get college questions but don't feel equipped to give expert guidance in this niche area.  We have your back!  Learn how you can partner with us to make sure your clients are getting expert advice on all of their college related questions.  We'll make you look like a rock start.  Do you want to be completely hands-off for this?  Great, we have a solution.  Do you want to be a part of these meetings and have access to the platform?  Perfect, we have you covered.  Are you one of the advisors that wants to make this a core part of your practice?  We can do that too with our white-labeled solutions.  Paying for college is the #1 financial concern for parents.  Join us to learn how we can help you provide value without becoming the expert.