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529 pro directory
Listen to what a few professionals have to say about the Directory...
"My business consists entirely of college financial planning. When it
comes to attracting new clients I might not otherwise find, my listing on the
Savingforcollege.com Directory has been a very successful marketing tool."
J.M., California
"My 529 Pro listing had only been up for about a month, and I already
had three prospective clients coming in for meetings."
J.B., New York
"I spoke with a woman (who got my name from the web site) who wants to
invest the maximum for her daughter...This will be my first big one!!!"
A.L., Massachusetts
"When I refer clients to the Savingforcollege.com site and they see my name on the listing, it helps my credibility as a college planning expert" L.R., Texas
"Appearing on Savingforcollege.com's 529 Pro Directory has been a great way to communicate the fact that college planning is a major focus of my practice." D.B., Georgia
The following FAQs will answer your questions regarding the program. We hope you choose to participate!
Where do I sign up?
You need to register for a Find 529 Pro Directory. Then visit the "Manage Account" section of the website.
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Why should I be interested in being listed in the Find a 529 Pro Directory?
Savingforcollege.com receives daily requests from individuals looking for personalized help in saving for future college costs and using 529 plans. With all the different investment alternatives, and tax and ownership considerations, the process of developing and implementing a college funding strategy becomes very confusing for many people. Yet with the high price of college it is vitally important. Savingforcollege.com does not offer personalized planning and advice but we want to help people locate competent professional services. The Find a 529 Pro Directory will do just that.
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What information will be contained on my listing?
A "Basic" level Directory listing will include your name, credentials, company, title, disclaimer (if required by your compliance department), state(s) that you are registered and/or licensed in, address, telephone, fax, a link to your personal or company web site, and e-mail address.
For an additional cost, you may request a "Platinum" listing that contains all basic features plus the opportunity to describe your services and specialized expertise, larger font, and you will be highlighted.
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What is required in order to be listed?
First, you must (i) personally be in the business of providing investment, legal, or tax services or products to individual clients; (ii) pay an annual or monthly listing fee to Savingforcollege.com (“SFC”); and (iii) agree to 529 Pro Directory Listing Agreement.
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How do you know that I have enough knowledge about 529 plans to advise clients?
You can opt to take a 25-question electronic exam that tests your knowledge of 529 plans and related college planning topics. It is administered "open book" style. Once passed, the date you were tested will appear in your directory listing, which shows the public you that you have passed the exam. Note that this exam does not confer any type of certification, title, or license. It is merely our way of allowing you to display a good working level of knowledge in this particular area. You may contact Marie Osypian and request to renew your test date at any time by taking our renewal exam.
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What do I use for study materials?
You can use any of the reources available on the Savingforcollege.com website, including all of the "Premium" content. In addition, you may use Joe Hurley's book The Best Way to Save for College as a resource.
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What happens if I fail your test?
You have the opportunity to re-test up to three times at no extra cost.
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Is there a different exam for different types of 529 "Pros" (financial planner versus attorney, for example)?
No, the same exam questions are used regardless of profession. The questions are designed to demonstrate your working knowledge of all aspects of 529 plans and related topics. We believe you should have this knowledge to effectively advise your clients regardless of the specific type of advice you provide.
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Does my professional practice have to be devoted to college planning?
Not at all. But the reason people will come to you is because they believe you have specialized knowledge in this area that many other financial professionals may lack. We know from experience that section 529 planning is something that not all planners are comfortable with. This is why we believe it's a great opportunity for you.
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There are 30 professionals in my office. Can we just list our company?
No, the listing must contain the name of the individual professional. We want our visitors to be able to contact someone, not some company. However, group discounts for multiple company representatives are available. For more information please contact Marie Osypian, Program Manager at 1-800-400-9113 ext. 7885.
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Where will I be listed?
You will displayed in the states you are licenced when searched by zip code.
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Is my listing going to be exclusive for my geographic area?
No, we are not providing "exclusives". However, we do want to control the size of the listing to ensure that you stay within a select group of professionals, and not one that includes every college planning professional in the country. The way we are going to do this is through pricing (the American free enterprise way, of course). Once Find a 529 Pro Directory has grown to include a 529 Pro in most cities and geographic areas, we plan on increasing the listing price. This will keep the number manageable and maintain exclusivity.
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When will my listing start and end?
After registration, the 529 Pro Testing link in "Manage Account" section of the website will be active. Your listing will become active with in 24 business hours. Your listing will remain active in the Directory until your 529 Pro Directory Listing subscription expires.
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Who can I contact with questions?
Please contact Marie Osypian, Program Manager at 1-800-400-9113 ext. 7885 with further questions.
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