Products/ Services (return to categories)
College Doctor Program
Upfront Initial Price: $997.00
Recurring Monthly Cost: $125.00
The College Doctor Program
The College Doctor Program gives you all the software and college planning tools that you need to get the job done right! This is the most complete and powerful college financial planning program on the market today. Just look at what you get with this incredible program!
The College Doctor Program includes:
- Education & Support
- Marketing Materials
- Practice Management Video Training
PLUS... when you become certified (CCPS) you will receive a special designation on the “Find an Advisor” section of the NICCP website. Your name and CCPS designation will be highlighted with a "RED CAP" which indicates that you are a member of the NICCP’s exclusive College Doctor program and have access to additional training in college funding as well as access to specialized analytical, diagnostic, and implementation tools. Membership in the College Doctor program signifies an additional level of commitment to provide clients with college funding solutions.
Web-Based H.E.P.P.Y. (Higher Education Planning for Parents and Youth) Software!
Finally, a quick, easy and reliable way to determine what results you can provide for a client. No financial data input required! Just answer a few questions and in just minutes our H.E.P.P.Y. software determines your clients' profile and hands you the talking points and strategies as well as an estimate of the savings they might expect.
FEATURES of the H.E.P.P.Y. software platform:
- State-of-the art web based college funding software that requires very little data input
- Gives you the ability to analyze/diagnose client cases in 15 minutes!
- Enables you to quickly and easily identify your client's problem areas
- Over 2,100 college funding strategies and solutions at your fingertips
- EFC Calculator that allows you to save and update your client data
- Merit Report Calculator with individual college statistics at 2,000+ colleges
- Cash Flow Analysis Calculator that analyzes income, expenses, debt and assets
- Tax Planning Analysis Calculator that analyzes tax reduction opportunities
- College Cost Estimator Calculator that calculates the future cost of college for each child
- Education Loan Analysis Calculator that evaluates your student and parent loan options
- Investment Calculator that estimates the future and present value of your education investments
- Insurance Calculator that estimates your life insurance coverage needed for education
Click to View the H.E.P.P.Y.Program
All the software tools you'll ever need to do college funding!
BENEFITS of the H.E.P.P.Y. software platform:
Easy to use
Advisors simply answer a few questions about the family and their student and in just minutes this unique college planning software:
- Determines the family's college planning "profile"
- Gives you talking points and pocket stories for that family
- Gives you strategies that reduce college costs for that family
- Also gives you cash flow, tax planning, financial aid, and academic strategies
- Provides an estimate of the savings realized from each strategy
EDUCATION & SUPPORT
The NICCP College Funding Desk Book
This 800+ page technical guide gives you ALL the college financial planning answers at your fingertips. This complete technical guide goes above and beyond the training manuals for the CCPS certification. If you have a technical question on college funding... this desk book has the answer.
NICCP Virtual Library
This Virtual Library provides you with an archive of the most frequently-asked questions in college funding. You cannot find a more elaborate library of information on college funding in ANY other program!
Advanced Case Studies
This is a complete database of client case study analysis. We defy you to find a client that does not fit one of these case study profiles!
Free access to all NICCP Virtual Conferences.
Recordings Of All NICCP Virtual Conferences
This is a complete recording archive of each of the presentations at our Virtual Conferences!
Complete Ongoing Support
Ongoing technical and software support provided by the founders of the NICCP via email and live chat. That's over 40 years of college funding expertise available to you.
"A Roadmap to Selecting Your Best Strategy to Fund College and Retirement"
You get the rights to duplicate and distribute the contents of Rick Darvis’ 198-page college funding book. This is a great credibility piece and a perfect for handing out at seminars and free consultations.
- How the Financial Aid System Works
- How to Get the IRS to Help You Fund College
- How to Negotiate the Tuition Price with Colleges
- How to Control the Cost of College
- Cash Flow for College and Retirement
- Student Loans for College
- Parent Loans for College
- Education Tax Incentives
- Grandparents and Relatives Resources
- College and Retirement Investments
4 PowerPoint Presentations with scripts
- Parent Presentation
- Grandparent Presentation
- Tax Capacity Presentation
- Road Map Presentation
4 college funding booklets for you to use as promotional items
- Navigating the College Financial Aid System
- The College Decision Navigator
- Education Tax Incentives
- How to Survive the HIgh Cost of College - 153 Strategies
E-Mail Contact Management System
This is a state-of-the-art Contact Management System that allows you to load your entire database of clients and prospects and "drip" e-mail them as many times as you wish. It includes a complete dashboard with an array of HTML templates that you can use to construct a professional looking e-mail and even includes sample calls-to-action. You can send out an unlimited number of e-mails to an unlimited number of people! The popular "Constant Contact" e-mail marketing system charges $150 per month for "limited" usage of their contact management system. You get "unlimited" usage with this FREE Contact Management System when you become a member of the College Doctor program!!
BUSINESS BUILDER WORKSHOP
Practice Management Video Training Course!
How to do college planning from A to Z!
We'll show you how to get hired to do college funding... and more!
The Builder Workshop gives you tools for a more complete business model. You get comprehensive training and forms, templates, and seminar kits for marketing your college planning and cash flow services. You will have new tools that will differentiate you from your competition.
- If you're looking to ramp up a new practice, the workshop gives you strategies and tools to attract clients and generate immediate income, without expensive advertising, direct mail, or telemarketing programs.
- If you're looking to reinforce your value to your current clients, you'll get the college planning talking points and the income planning tools to improve your client’s financial health.
Bottom line –
The Business Builder Workshop will give you a step-by-step procedure to get a year-round stream of happy, satisfied clients, eager to pay premium fees, enthusiastic to refer friends, family, and associates. It will change the way you look at your business.
The Business Builder Workshop will give you the tools you need to help your clients "find the money" to pay for college without killing their lifestyle.
Important Reasons To Watch These Videos:
- Learn from the leading experts in college planning
- Use the current economy to generate new business
- Outperform your competition with cutting edge college planning and cash flow strategies
- Put the latest income planning, debt management and college strategies to work for your clients
- Protect your clients from costly college planning mistakes
- Generate more unsolicited referrals
The need for a college funding coach is huge in a tough economy!
And this workshop will give you a complete process to make college planning and cash flow planning work for you. We'll get down to the details of "how to" do college planning and we'll even follow up AFTER the workshop with one-on-one coaching sessions to make you accountable and keep you on track.
We’ll also show you how to develop a powerhouse CPA/Advisor cash flow team that will blow the doors off old methods and will help ensure the right strategies get implemented and clients get great results! This PROVEN method of adding the 1-2 punch of a college planning and cash flow “Team” will add tremendous credibility to your financial planning business.
We get results
No other college planning training course comes close to the type of in-depth discussion and educational content that this Business Builder Workshop delivers. Specialized learning, innovative ideas and cutting-edge thinking define this workshop. Join us and take your practice to the next level.
Rick Darvis, CPA, CCPS, and Ron Them, RFC, CCPS
Here's what others have said about the Business Builder Worshop Videos:
I truly enjoyed the Business Builder's Workshop. I am continuously looking for ways to enhance my practice and bring more value to my clients. Working with quality individuals such as Rick Darvis, Ron Them and yourself was really enlightening for me and the information was astounding. Two days after the workshop was over, I had an appointment with a prospect and I never felt more confident than I did during that presentation, which was a success! Thanks Again, and I look forward to working with NICCP for many years to come,
Paul W. Snider, CFPÂ®, CDFAÂ®, CCPSÂ®, CRCÂ®, President, SBS Wealth Management, Clarkston, MI
I really enjoyed the workshop. The small number of attendees (12) really allowed for some good interaction. Everyone sharing was very beneficial. I was glad that there were CPAs there as well as a variety of different types of advisors.
Kevin (my CPA) and I had a 1st meeting with 2 prospects this week. It looks like working with Kevin is going to be a dynamite combination. It is giving me more confidence on the tax strategies and Kevin can implement them. We were able to go through my question list (it really works great if you listen) and gather the information we needed to prepare a proposal. Now, we are going to package what the client wants and present a price to them in a second meeting. Rick Abend, CCPS, South Carolina
“The Business Builder Workshop was awesome! I had a lot of "light bulb" moments. I came away from the workshop knowing what service I am going to offer to the public, what is included (Academic/Financial), and what I might charge for it."
"Most importantly, I now understand the most effective way to attract new clients, the steps to take with each client, and what I need to do in each step. I now have a series of forms, (cheat sheets), to be used during the steps, (from seminar registration/evaluation worksheets for developing a case, to the “preliminary” analysis presentation form, etc.)."
"I have to say that the brightest light bulb came on when we walked through HEPPY to develop a profile and then transferred the information gleaned in HEPPY to a worksheet that we could present to our prospect. It is a dead simple and very effective process.”
Greg Ferguson, ChFC, CFP, CCPS Edina, MN
I enjoyed the workshop and I think it confirmed that there is a lot that we have just started doing which will lead us down the right path. I am anxious for the post workshop follow up so we can run through the software and do our own samples/case studies to see what to look for and what not to waste time on. Kevin Ruff CPA, CCPS, South Carolina
Thank you for the Business Builder Workshop. It was a great. It gave me the confidence to push forward with cash flow planning and helping others. It was a great opportunity to meet other planners too. I look forward to attending future webinars and conferences as they arise.
Russ Fisher- CPA, CCPS, New York / Singapore
I enjoyed the conference and learned a lot.
Gerry Culver, CPA, CCPS, Virginia
Tom Prideaux, CCPS, Eden Prairie, MN
Great conference! My business partners and I very much enjoyed the focused sessions and the process orientated work shops. I fully understand the importance of developing a specific process for any business model, thus the E-Myth. I excited to share with you our successes next year at the annual conference. Scott Klatt, Rochester, NY
It was great meeting other planners from around the country—sharing ideas and strategies—plus hearing strategies from Rick Darvis and Ron Them that you won’t hear anywhere else was invaluable.
Ed Kinkopf pulls everything together to solidify a great business model.
The workshop reiterated the awesome opportunity that exists with college planning—plus it brings together many other financial and tax planning opportunities that potential clients today are searching for. Brad Ewerth, CPA, Lincoln, Nebraska
"I wanted to thank you all on behalf of the APSG “Posse”! We had a great time, learned a TON and look forward to implementing all that we learned. Thanks again, and we look forward to the follow up and ongoing support!" Josh Sterling, Petaluma, CA