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Financial Advisor Resources

With a pipeline to what colleges are doing and deciding, stay informed with timely insights and trends to help your clients navigate the complexities of college planning, saving and financing.

Insider insights that set you apart

Our member college experts offer insightful higher education perspective you won’t find anywhere else. Expand your offerings and look at your clients’ overall financial well-being from estate planning strategies and balancing retirement planning to tax advantages and legacy planning. Dive in to give your clients so much more. 

Partner with us to open up opportunities for you and your clients — all in one place. Contact [email protected].

The latest on saving and paying, for clients

5 Reasons Grandparents Should Open a 529 Account
From estate planning to new FAFSA changes, see the top 5 reasons grandparents should open a 529 account for grandkids. Learn more >

5 Questions About FAFSA Simplification Answered
Colleges in our 529 plan highlight significant changes to the financial aid form. Featuring Boston University, St. Olaf College, Xavier University, Butler University and Colorado College.  Get answers >

Student Aid Index (SAI) Calculator
Student Aid Index (SAI) is a number used by colleges and universities to assess a family’s eligibility for financial aid. Families can use our calculator to estimate their own SAI. Start here >

From our college experts (video)

Getting from College Costs to a Decision
Three schools in our 529 plan look at college costs and the different types of aid that can help reduce those costs. Featuring Berklee College of Music, Stanford University and St. Olaf College. Watch now >

Understanding the CSS Profile
Shannon Amundson, director of financial aid at Colorado College, discusses the second financial aid form required by many colleges but largely unknown by families. Get the details >

Additional expert resources

Prepaids and the Optimal College Savings Portfolio
See how prepaid plans fit into a solid college savings portfolio, and how to diversify investments with prepaid assets. Download the study >

6 Benefits of Saving for College
Potential cost savings with reduced investment risk. Learn about some of the additional benefits of saving for college with a prepaid plan. See the benefits >

The Latest on FAFSA Simplification
CollegeWell experts dive into the new FAFSA updates for the 2024-2025 academic year. This is a comprehensive look for financial advisors. What to expect >


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