Advisor Roundtable

March 15, 2023

Webinar Recording

This week we covered:

  • Our new Student Bio fields: Class Rank and Class Size, to project new scholarships for students
  • Our T3 Advisor Survey Results – CAP continues to be rated the best college planning tool for advisors!
  • How to manage the process for seniors right now using CAP (Awards, and How to Pay)
  • Transparency in merit scholarships and how to increase your scholarship offers
  • The importance of your “base year” for financial aid
  • Managing client data gathering and Family Portal access
  • News about the disbanding of the Presidents 568 Group and elimination of the Consensus Methodology
  • Join us for our next CAP Quickstart Call on 3/22or register to watch the recording: Register HERE
  • And don’t forget to tune into our webinar next Thursday (3/23) about changes to the FAFSA formulas and policy! Register HERE


  • Make sure to follow us on Youtube to see all of the videos we’re putting out on timely topics for the college planning process

Not registered yet?  Join us for Roundtable by clicking the button below!

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