The FAFSA is Here! Practical Insights and Guidance to Help Your Clients

January 11, 2024

Ready to Partner with CAP for College Planning?

Thank you for joining us to learn explore the significant developments in the FAFSA application process.

College financial planning is an even bigger lift for advisors and IECs,  from navigating the new soft launch to understanding the implications for diverse client scenarios, our CAP experts are here to support your clients so you don’t have to do the heavy lifting.

Just click below to get started so we can support your clients on this journey.

+CAP Outsource Package
Tier 1 Member

$1,000/year

A dedicated CAP expert as the point of contact for you and your families

Up to 15 new MyCAP subscriptions for your clients per year

25% off any consulting packages (hourly or white glove)

Ability to monitor and track clients progress through Collaborate Mode

+CAP Outsource Package
Tier 2 Member

$2,000/year

Everything in Tier 1 +CAP, plus...

5 Hours of 1:1 consultation services for your clients to use over the year

Split it up or give to a special client - whatever you need

Over $1,700 in savings

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