Mastering College Pre-Approval™

Financial Advisors: Let's end the student loan crisis one family at a time!

Paying for college is the number one financial concern facing mass-affluent Gen X parents.  

These are families that will not qualify for financial aid because they make too much money, and yet they don’t have enough saved to write a check for all 4 years.

Financial advisors are uniquely positioned to help them better than anyone else.

These families need us now!

The cost of college continues to rise at twice the rate of inflation and American student loan debt is out of control. The stress and anxiety of how to pay for an education that could cost $100,000 to $250,000 per child is always on their mind.

If you were in the top 1% of financial advisors skilled at college funding...how would that change your practice & benefit your clients?

Most financial advisors get college funding advice & planning all wrong. But, it's not your fault. We were never taught how (or why) to do this the best way possible.

When you learn how to properly guide families through this difficult process, they will be very grateful, and often, trust you to manage all their assets.

The word of your expertise spreads, and more families in the community know, like, trust, and respect you — making referrals easier to come by.

Client acquisition & retention become easier because other financial advisors in your area are probably not meeting the college planning needs of families in your community.

Access the proven process we used to grew our practice to focus exclusively on this niche.

Whether or not you want to focus your niche exclusively on college planning, or just want to add an additional revenue stream to your practice...Mastering College Pre-Approval™ teaches you how to do college planning better than 99% of financial advisors, and build a thriving business.

Financial advisors haven't gotten the right education on college funding. Until now...

We've cracked the code and developed a unique 6-step process that has helped hundreds of families across the country. Now, we want to make an even bigger impact by teaching other financial advisors our innovative College Pre-Approval™ process...and change the way financial advisors approach college funding advice...so American families don't suffer.

We're on a mission to revolutionize our industry's approach to college funding advice. We intend to empower financial advisors with the tools they need to help families make an informed college buying decision.

Learn how to better serve Gen X clients, and rescue them from their #1 financial fear — paying for their children's college.

Join us for a deep dive into the process we use in our firm everyday to help clients navigate the stressful process of funding their children's college education.

Take the free trial today to see how Mastering College Pre-Approval™ benefits your business & your clients.

What's included?

22 Videos
6 Quizzes
10 Texts
2 PDFs
7 Downloads

Course Curriculum

BONUS: How to help your clients reduce the stress of the college admissions process

The above curriculum (modules 1-6) is identical to Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way.

When you complete Part 1, and pass the CEs, we'll manually enroll you in Part 2: Marketing College Planning & Building A Business As Your Local Expert. Click here to see the Part 2 curriculum details.

Mastering College Pre-Approval™ is the full course — Parts 1 & 2 together...

  • Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way
  • Part 2: Marketing College Planning & Building A Business As Your Local Expert


When you get them both together you save $1000 vs. buying Part 1, then waiting to do Part 2 later.

The procedure is as follows...

  • As soon as you purchase and create your login credentials, you begin with Part 1.
  • Go through each module, and take the quiz to earn your CEs for that section.
  • When you finish, we'll manually enroll you in Part 2: Marketing College Planning & Building A Business As Your Local Expert.


** Students must complete Part 1 before advancing to Part 2 **

You can see all the details, features & benefits for each part of the course at the following links...click below to learn more...

Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way

Part 2: Marketing College Planning & Building A Business As Your Local Expert

Praise for this course:

A very rich program

I enjoyed the program. The content was very rich and by the end of it, I had a retained a good amount of the information. I feel confident enough to start thinking about marketing the program. It did help that I attended a live course at XYPN17. ...

by Tommy Martin

A very rich program

I enjoyed the program. The content was very rich and by the end of it, I had a retained a good amount of the information. I feel confident enough to start thinking about marketing the program. It did help that I attended a live course at XYPN17. ...

by Tommy Martin
Joe Messinger
Joe Messinger
CFP®, ChFC®, CLU®, Founder & CEO Capstone College Partners

About the instructor

Joe is a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as the OSCPA, FPA, and XY Planning Network.

With Capstone College Partners, he’s on a mission to educate other financial advisors to raise the bar on college funding advice…and help end the student loan crisis, one family at a time.

He started his own firm because of his struggles at large national firms to find and provide good financial advice — especially in the area of college planning.

It always seemed to be about the next product sale to a client.

After months of soul searching, he & his partner decided to strike out on their own in 2009 by forming an independent fee-only practice.

They chose the name “Capstone” to reflect the new firm’s focus on college planning (“capstone” refers to a student’s final course of subject mastery in a higher education setting). And, included “Partners” in the name to signify their intent with client relationships — that is, a real partnership built on trust and not just a one-time sales transaction.

In this course you'll learn how to replicate the process (without having to go through the trial & error experimentation they did). Learn a proven business building template you can implement to build a thriving practice working with clients you love.

This program is perfect for you if...

  • You see the scope of the student loan crisis, and want to do something about it.
  • You’re still agonizing over which niche to choose.
  • You’re still trying to be all things to all people, and would rather have a focused business blueprint to follow that’s proven to be successful.
  • You want to build a business that lights you up.
  • You want to be excited to go to work, and really help families.
  • You want to become a member of your community to whom families can turn to solve their most pressing financial concern.
  • You aren't afraid to do a little extra front end work, knowing that you'll earn your clients' trust now and maintain a long-term relationship.
  • You're prepared to work hard & learn the College Pre-Approval™ process, and then learn how to deliver so much value to your clients they choose you to manage all their savings — after you blow them away with your college planning solutions.


This program is not for you if...

  • You just want easy leads, so you can sell people more insurance.
  • You prefer high-pressure sales to the softer, slower, consultative sales process.
  • It's hard for you to empathize with Gen X families with college-bound children.
  • You have a scarcity mindset, and are afraid to make a smart investment in your business now in order to see future gains.
  • You're desperate for clients, and want a silver bullet, get rich quick business model.

Our Guarantee: Try Mastering College Pre-Approval™ for 30 days. If you don't believe you can implement this strategy and get at least 1 new client in the next six months...we'll refund your investment in full.

Isn’t it time to gain a competitive advantage in your area, make client acquisition & retention easier, and learn to serve your Gen-X clients at a higher level?

Differentiate yourself from all the other financial advisors in your area. Learn to become the go-to expert for college funding advice, and develop a practice you love.

Sign up for Mastering College Pre-Approval™ today...

Get Mastering College Pre-Approval™ now.

Mastering College Pre-Approval™ — $2999

Or, choose monthly payments for 12 months...

$279/month