CFAN helps financial advisors serve athletic departments, colleges, universities, and higher education employees—so you can grow a specialized practice while making a meaningful impact.
NEARLY 4,000+
CAMPUSES
Across the U.S.¹
MILLIONS
OF EMPLOYEES
Professors, staff, coaches, administrators, and more²
TRILLIONS
IN RETIREMENT ASSETS
Across TIAA, 403(b), 457(b), and state retirement systems³
LARGELY
UNDERSERVED
By traditional independent and comprehensive advisors⁴
Who CFAN Is For
Financial advisors seeking a focused niche
Advisor groups seeking differentiated growth
RIAs interested in specialized markets
Enterprise teams seeking regional expansion
Advisors who want to serve higher education
Firms seeking a repeatable growth model
EXCLUSIVE MARKETING RIGHTS
-
Approved campus or territory opportunities
-
Defined market focus
-
CFAN does not assign the same approved campus or territory to multiple CFAN advisors, subject to the terms of the applicable membership agreement
MEMBERSHIP PLATFORM
-
Training and advisor education
-
Marketing and presentation resources
-
Ongoing support and collaboration
OPTIONAL PROFESSIONAL SERVICES
-
Planning and case support
-
Campus presentations and workshops
-
Specialized consulting when needed
How the CFAN Program is Structured
Why CFAN Is Different
-
Proprietary college athletics & higher education advisor program
-
Exclusive approved campus & territory opportunities
-
Education-first approach that builds trust
-
Practical tools, resources, and ongoing support
-
A growing national network of focused advisors
-
Long-term practice and enterprise value
The Advisor Journey
QUALIFY
SECURE TERRITORY
GET TRAINED
LAUNCH YOUR CAMPUS
DELIVER CFAN PROGRAMMING
GROW & EXPAND
Support Options
SELF-DIRECTED
For advisors who want tools, training, and resources
SUPPORTED IMPLEMENTATION
For advisors who want added marketing and execution support
ENTERPRISE
For larger advisor groups, RIAs, and regional teams
Advisor Support & Resources
Training & Education
Marketing Templates
Financial Wellness Programs
Advisor Portal Community
CRM & Marketing Support
Optional Professional Support Services
One Brand Family.
Two Connected Audiences.
The Collegiate Financial Advisor Network serves higher education from two sides of the same mission: delivering financial education and wellness on campus, and equipping advisors to serve this important community with expertise and confidence.
Sources:
¹ NCES, Integrated Postsecondary Education Data System (IPEDS).
² NCES, IPEDS, Fall Staff data.
³ Investment Company Institute, Quarterly Retirement Market Data; U.S. Census Bureau, Annual Survey of Public Pensions.
⁴ TIAA Institute, Financial Well-Being and Retirement Readiness in the Higher Education Workforce.