Student Loan Repayment and College Funding
Answers - All In One Place

We Make It Easy By Having A Single Resource

Have the tools to answer all of your client’s questions from saving for college to qualifying for loans forgiveness. 

3 - 1 Software

Consulting Services

Training

Employer Platform

Our turnkey process offers flexibility in your implementation.

Why the PayForED Platform

A Complete Software Solution

PayForED’s 3 -in- 1 cloud-based software gives the advisor a complete suite of tools that evolves with the client. This interactive environment provides an improved client experience over multiple years.

Comprehensive Training

This training program is the only combined student loan repayment and college planning course available. The training has earned the CFP Quality Partner approval and allows the advisor to use a FINRA listed designation.

Innovative Resources

The 5-annual webinars, case study programs, financial aid alerts, and strategy library full of documents and videos help the CFSLA stand apart from other financial advisors

Solutions and strategies at each stage of the process with the focus on the financial outcome for both the student and parents

Student Loan Repayment Advisor Designation Approach

Award Winning Software

A Complete Software Solution

PayForED’s 3-in-1 cloud-based software gives the advisor a complete suite of tools that evolve with the client beginning with college funding through student loan repayment. Our approach improves client retention by having a single resource that can cover the possible 20 years of related financial decisions.

Interactive Environment

Our platform is user-friendly with help and coaching videos that enhance the user experience.  The goal of the system is for the client to have the freedom to make changes wherever they are in their college or repayment journey. This leaves the advisor to be the financial strategist in these highly emotional decisions and complex  

Advisor Resources

The monthly advisor meeting, financial aid alerts, and
strategy library full of documents and videos helps the
advisor stand apart from other financial professionals.

Our Software Solutions For Financial Professionals

If you want to grow your practice by gaining new clients and retain your asset base, then PayForED is the non-portfolio service that will create client loyalty and immediate return for them.

College Planning

College Cost Analyzer

Save money by discovering and comparing the best college value and loan options.

During College

In-College Payer

Stay on track! In-College Payer calculates and displays all 9 federal loan repayment options & budget calculator

After Graduation

Student Loan Repayer

Evaluate all their repayment, forgiveness, refinancing options and tax analysis

$30/month per Advisor One Platform with All Three Solutions

Institutional Pricing Available

Student Loan Repayment And College Funding Outsourcing Services

PayForED’s consulting service allows advisors to offer student loan repayment and college funding advice easily.  If you are just starting out or only have a few clients a year, our consulting option can help you fill this gap with independent and objective advice.  We don’t compete with you like other consulting services.   Due to the cost of college, increasing complexities, and the new IRS data integration, clients will be looking for better advice. The college financial aid offices and the loan servicers can not legally provide the complete answer.

Why Do I Need Student Loan Repayment and College Funding Services?

 This is the largest financial decision most people make without a third party approval due to the current lending rules.  For parents it is the largest purchase before retirement.  Our advice bring together the financial aid process, college saving plans, educational tax strategies, proper student debt structure and repayment strategies.

Robust Reports

Generates personalized charts & data by college, repayment method, or tax scenarios in a simple format. We simplify a complex financial decision. 

Customized Strategies

Our platform evolves with the client as they move from college funding to student loan repayment.  You only need one resource provider.

Customer Retention

Outsourcing this to advisors who you do not compete with you.  We offer flexibility in our delivery methods.

Over 50 million households are impacted

COA over 4 years for an in-state education
$ 1 K
Avg balance in 529 plans ( Avg cost of one year of public university)
$ 1 K
of parents that borrow to cover college costs
1 %
Average Graduate Student Debt
$ 1 K+

Why our complete training?

FINRA-listed designation and CFP-approved training programs designed for financial professionals to advise clients on student loan repayment and college funding decisions.

FINRA Approved Designations For Student Loan Repayment

College Funding & Student Loan Repayment (CFSLA)

PayForED’s complete College Funding & Student Loan Repayment training (CFSLA) is received recognition from the CFP CE Quality Partner. 

Earn 26 CFP CE credits and use our FINRA-listed designation at course completion.

Student Loan Repayment Adviser (SLRA)

PayForED’s complete Student Loan Repayment training (SLRA) has received recognition from the CFP CE Quality Partner. 

Earn 13 CFP CE credits and use our FINRA-listed designation at course completion 

Adviser Resource Library & Monthly Meeting

Access to a Resource Library which includes PowerPoint Presentations, Marketing Material & 3 Supplemental Courses. Our monthly advisor meeting  keeps you updated on legislative changes and how they may impact your client’s college funding or student loan repayment outcome.  These are recorded and available in the resource library.

Employer Platform for Advisors Who Support Employee Benefit and Retirement Plans

PayForED’s Solutions include a module that allows advisors who support company employee programs.  According to SHRM, the Student Loan Assistance Benefit will be one of the fastest-growing benefits that employers will be requesting.  This is due to the lack of advice that employees can get from the loan servicers.  As employers put more resources into employees’ financial well-being, we can help with both the employer and employees’ goals.

Find out how PayForED can help transform your practice.

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