Connect with CollegeInvest
Tools and Resources
Our goal is to provide a variety of resources right at your fingertips because we know timely and relevant information is critical to your success.
We encourage you to contact our Sales Director, Chris Haeck, with questions still unanswered at advisorrelations@collegeinvest.org.
News and Updates on the Biz:
Tap into our archives
Browse through our current collection of articles, comments, studies and research papers from field experts, legislative reports, studies and research papers from people like the College Savings Foundation. Even relevant blogs and e-chatter, just to show you we’re up on things!
» News and Updates
Savings Calculators and Comparisons
There are any number of calculators to help research how much college can cost, how much to save, and more. But here are some that we think are the best to work with, for you and clients.
Start from the beginning, what type of saver is your client?
Do they want to pay it all? Do they want help from Grandma and Grandpa? Or do they want “to build character” - the character of their child by pushing some of the financial needs on them as well.
» Define Your Saving Personality
- The College Savings Planner – an interactive tool that allows a family to research future costs of college, how much to save to get to varying levels of those costs, for 1 to as many as 4 children (or students), and more.
Check it out - How much will college cost? – a more basic calculator that estimates the cost of one year of college depending on the age of your client’s child or student.
Check it out - Time is ticking! What is it costing to wait another day? - compare monthly and lump-sum costs of saving now versus the amounts you will likely have to save if you wait.
Check it out
College Savings Comparison Charts
Understand the difference between CollegeInvest 529 Savings Plans and trust accounts, Coverdell education savings accounts, Roth Individual Retirement Accounts, U.S. Savings Bonds, and other taxable accounts.
Education Cents
Education Cents was created by CollegeInvest to help families understand financial matters and to provide the tools they need to help finance their family's higher education. With improved financial literacy, families – and students - will have a better understanding of the positive impact that higher education can have on their financial future. By understanding and creating a financial plan, they can help their child get to college and stay in college.
Education Cents also covers all areas of financial aid
, including work-study funds
, grants, deadlines and important applications that need to be filled out.
» Learn more about Education Cents
Marketing Materials - Forms
Looking for applications or contribution forms, or marketing materials? Find them all here:
- For SCHOLARS CHOICE
- For DIRECT PORTFOLIO
- For SMART CHOICE
- For STABLE VALUE PLUS
