Financial Professionals Team at CollegeInvest

Let us help you. With over 60 years of combined industry experience, the CollegeInvest team provides industry leading sales training on how 529s can help both your clients, and your business.

Ongoing Education for Financial Professionals

CollegeInvest is proud to offer continuing education for financial advisors and tax professionals, including CE credit courses. We are product agnostic and committed to educating all parties on the Colorado State 529 College Investment program. The courses will assist financial professionals in gaining the understanding needed to engage and educate their clients.