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Downloading the EFC and College "ADVISOR" Summary.

Downloading the EFC and College "ADVISOR" Summary.

  1. After you are happy with the repositioning of assets and updated "Planned Contribution" and "CCPS Saving". 
  2. Click on the "Download Summary" Button under the EFC before and after result.
  3. The summary will be downloaded as PDF File.

 

Note: This is advisor Summary and not Client Client. Client Summary Report is in development and will be release soon.

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