Mastering the College Pre-Approval™ Process

Everything you need to help families save, plan, and pay for college.

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

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.

In this 6-week course you'll learn a powerful process to help normal families pay for college without robbing retirement. Together, we can end the student loan crisis one family at a time.

Here is where you'll find all the replays, posted each week. Take your quizzes for CE credit. And, get access to the supplemental resources.

Sign up below to get your username & create a password. Then, you'll get alerted each week as we load the replays, etc.


Your Instructor


Joe Messinger, CFP®
Joe Messinger, CFP®
Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners (capstonewealthpartners.com). He is a trusted authority in the area of college planning and funding, and is frequently asked to speak to professional groups and parents to demystify the college financial aid process. Through his work with Capstone College Partners, he is on a mission to empower financial planners with the tools they need to help families beat the high cost of college.

Course Curriculum


  Week 1: Prepare Families For The Cost Of College
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  Week 2: Guide Families In Applying For Admission & Scholarships
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  Week 3: Demystify The Financial Aid Process
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  Week 4: How To Analyze & Appeal Financial Aid Offers
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  Week 5: Tax Planning Strategies for College Funding
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  Week 6: Case Studies and Smart Lending Strategies
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  Week 7: How to Market and Build a Niche Practice as Your Local College Planning Expert
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Get started now!