Help Families Understand College Costs, While Positioning Yourself as Their Trusted Financial Guide
Offer your clients and community access to an education platform that explains financial aid, scholarships, college costs, athletic/special talents, and responsible borrowing, while supporting the work you already do as a financial professional.
Created by Chuck Moore, CCFC, CAMC, CAFC
Author and educator specializing in college funding and financial aid literacy
Video Examples
How Financial Planners and Consultants Use This Platform
In this short video below, I explain how financial planners and college consultants are using The Prepare for College’s platform to educate families and strengthen their client relationships.
Many advisors provide The Prepare for College’s platform as an educational resource for clients and prospective families who want to better understand college costs, financial aid, and scholarship issues.
The platform helps families become better informed before making major financial decisions, while allowing advisors to focus on personalized financial planning.
The program is designed to support financial professionals, not compete with them.
Who This Platform Is Designed For
And Not Designed For
And Frequently Asked Questions.
Who This Platform Is Designed For
The Prepare For College’s platform is created for financial professionals who want to help families better understand the financial realities of college before major decisions are made.
The platform is most useful for:
Financial planners who work with families that have children approaching college age and want a structured way to educate clients about college costs, financial aid, scholarships, and responsible borrowing.
College consultants who want families to better understand the financial side of the college planning process before selecting schools or making enrollment decisions.
Professionals who host educational workshops or community seminars and want families to have ongoing access to reliable college planning information after the event.
Advisors who believe that educated families make better planning clients.
Who This Platform Is Not Designed For
The Prepare For College’s platform is not intended to replace financial planning, investment advice, tax guidance, or personalized consulting.
Instead, the platform is designed to support the work financial professionals already do by providing families with foundational education.
Advisors remain the professional guiding families through the specific financial decisions that follow.
“Frequently Asked Questions from Advisors”
Do you provide financial advice to families?
NO. Prepare For College is strictly an educational platform. It does not provide financial planning, investment advice, tax advice, or product recommendations. Families are encouraged to work with their financial professional for personalized planning decisions.
How do advisors typically use the platform?
Many advisors provide access to the platform as an educational resource for clients with college-bound children. Others use it when working with prospective families or when hosting workshops or educational events. The goal is to help families understand the process before making financial decisions.
Do families contact you directly for planning advice?
NO. The platform focuses on education only. Financial professionals remain the primary advisor helping families apply the information to their personal financial situation. If we are contacted by a client, we refer them back to their financial advisor.
What does sponsorship include?
Sponsorship allows financial professionals to provide their clients or community access to the Prepare For College’s educational videos, guides, and resources. Additional details about sponsorship options are available upon request.