Add Education Planning to Your Practice. Help Families. Build Revenue.
College planning is one of the most underserved conversations in financial services. Your clients are already worried about it.
Education Encompassed gives you a structured, credentialed service to bring into those conversations.
Choose Your Path Forward
Select the track that fits where you are in your practice. Both paths lead to the same credentialed certification — just with different registration routes.
Independent Consultants
For consultants who have registered independently of WFG and their affiliates. Click the link below to go to the Independent Consultant Team Site.
Go to Independent Team Site →WFG Consultants
For consultants registered through WFG and their affiliates. You may be prompted to enter a password when accessing the WFG Team Site.
Go to WFG Team Site →"This isn't a side hustle — it's a natural extension of the financial literacy conversation you're already having."
Get Certified Today →- Financial professionals interact daily with families worried about student debt and college costs
- College planning is massively underserved within the financial professional community
- Education Encompassed gives you a credentialed, structured service to add immediate value to existing client relationships
- Expert tools, scripts, and systems — everything you need to start the conversation and guide families to the right plan
Become a Certified Education Encompassed Consultant
The Consultant Certification is the entry point into the Education Encompassed partner network — designed for financial professionals, educators, and community leaders who want to bring structured education planning to the families they serve.
Whether you're a financial advisor, an independent consultant, or a community educator, this certification gives you everything you need to start meaningful conversations and guide families toward smarter college planning decisions.
Join a growing network of credentialed consultants making a measurable difference — and building real revenue — through the Education Encompassed partner system.
Education Encompassed
Professional Development $25 One-time investment — lifetime access to base training- Self-paced training on the EE college planning system
- Scripts & conversation starters for families
- Templates and tools for client conversations
- Co-branded content to share with your network
- Referral structure for enrolled clients
- Access to updated training as the EE system evolves
Bring Expert Education Planning
to Your Community
Whether you lead a school, a nonprofit, or an employer community — there's a partnership model designed to bring Education Encompassed's expertise to the families you serve.
PTAs & Parent Organizations
Free workshops and expert presentations in exchange for access to your membership community. We bring the expertise — you bring the families who need it most.
High Schools & Guidance Departments
Position Education Encompassed as the official college planning partner for your school's guidance counseling team — giving students access to expert-level support at scale.
Employers & HR Departments
Offer the Education Encompassed subscription as an employee benefit for companies whose employees have high school students. A distinctive, meaningful benefit that makes a real difference.
Nonprofits & Community Organizations
Partner through Education Encompassed's nonprofit arm to serve underserved communities with grant-funded access to expert education planning. Mission-aligned, impact-driven collaboration.
Get Certified, Build Your Practice,
Help Families.
Get certified and help the families in your community make the most important decision they'll ever make — with the right guidance behind them.