Financial Planning for College & Beyond

At its best, college planning is simply good financial planning using specialized knowledge and tools to meet the needs of college bound families. InvystEd® brings together the best college planning training, software, coaching, case analysis, and marketing support tools. We create a platform to help you connect with families that need your help, give better advice, build your business, and make a difference across multiple generations.

Student Coaching & Accountability

Student decisions play a major role in determining the cost of college. From high school GPAs, extracurricular activities, and application deadlines to their level of financial literacy, the decisions and abilities of the student are part of the process for determining out of pocket costs. Our team equips advisors to help engage students as an active decision-maker in the financial process and create multi-generational connections.

Financial Aid Evaluation & Appeals

Our team will equip you to ensure that your clients know how to target schools they can afford, understand their aid awards, and avoid last minute surprises. You will be able to guide your clients through the process of screening schools by projected net price, applying for aid, and determining final out of pocket costs. We’ll show you how to help your clients maximize tax incentives & scholarships, coordinate family support, student earnings, and cash flow strategies to minimize debt.

Debt Analysis and Optimization

Debt already in the picture? We’ll show you ways to help your clients structure their debt to free up cash flow, retire debt more quickly, or maximize borrower protections based on their needs, priorities, and objectives. Equip clients that take on new debt with the tools that they need compare options, maximize benefits, and get the most for their money.

American Institute of Certified College Financial Consultants

The American Institute of Certified College Financial Consultants (AICCFC) is the issuer of the Certified College Financial Consultant (CCFC) designation. The CCFC is the premier college and student loan advising designation and education program designed for advisors and financial professionals.

Our partnership and group pricing arrangement with AICCFC ensures that all of the professionals in the InvystEd® Advisor Network have the training and tools they need to develop and communicate their expertise to prospective clients.

College Aid Pro™: Changing the Way America Shops for College

Partnering with America’s leading college planning software, College Aid Pro, gives InystEd® advisors powerful tools to help their clients save money on college to augment their savings for college. Our group pricing arrangement provides:

• Financial aid eligibility forecasts and net-cost comparisons across 2,400+ schools so clients understand what colleges are likely to think they can afford

• Custom reports and what-if scenario analysis capability

• Institutional data such as financial aid policies, admitted student profiles, school rankings, and more