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.  

Does your client qualify for financial aid, or not? Can they increase their eligibility for need based aid? If they're not eligible, do they have the assets to write a check for the cost of college? Are there schools who will still offer them significant discounts?

Financial advisors are uniquely positioned to help families navigate questions like these. 

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 significant, but you can help.

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

Having a clear strategy for client acquisition and retention is critical. Learning to serve Gen X families effectively can set you apart 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.

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.

Learn how to better serve Gen X clients, and give advice around their #1 financial fear — paying for their children's college.

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

What's included?

23 Videos
6 Quizzes
11 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 Part 1: The Mechanics of College Funding — How To Do College Planning The Right Way.

When you complete Part 1, we'll advance you to 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


Take advantage of the  Savingforcollege.com discount by clicking below and get 20% off the retail price.

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.

Get Mastering College Pre-Approval™ now 

(20% discount from retail price)

Mastering College Pre-Approval™ — $2399

Or, choose monthly payments for 12 months...

$229/month