What makes a financial advisor successful?

What makes a financial advisor successful?

There are many qualities that make a successful financial advisor: time management, marketability, knowledge and experience, sustainability and niche marketing. Perhaps the one that tops it all is...
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Advising Mistakes with Student Loans

Advising Mistakes with Student Loans

Private Student Loan Refinancing - The downsides. Let's start with the obvious: Financial advisors are in the business of advising clients about all things surrounding their money such as: planning...
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New CSLP Program Guide and Checklist Available

New CSLP Program Guide and Checklist Available

We've updated our guide to student loan advising for financial planners and tax professionals.
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Advisors - Grant Options For Student Loan Payoff

Advisors - Grant Options For Student Loan Payoff

Although somewhat obscure, there are a number of grant programs that can pay off student loans. Advisors should be aware of these programs to notify clients who may qualify. Each listing provides...
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Student Loan Consolidations: When They should be Avoided

Student Loan Consolidations: When They should be Avoided

Heather Jarvis provides an enlightening video discussion on why advisors should be cautious about recommendation student loan consolidations.
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Intro to the Certified Student Loan Professional program

Intro to the Certified Student Loan Professional program

Student Loan Advising and the financial professional  This edition provides an overview of the CSLP program and why professional financial advisors should need additional resources when advising...
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Are CPAs and Tax Preparers doing all they can for consumers?

Are CPAs and Tax Preparers doing all they can for consumers?

As there are nearly 50 million taxpayers with student loans, tax professionals will commonly see 1098-E loan interest forms every spring. All too often, it’s a cursory review of interest paid and the...
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Preview the CSLP Course & Program

Preview the CSLP Course & Program

In this 2 minute video, see the highlights of the CSLP course for financial advisors helping clients with student loan payment planning.  The program is an advisor's resource library providing...
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New Board & Faculty Announcement

New Board & Faculty Announcement

The CSLA Board of Standards is pleased to announce the addition of Heather Jarvis to the Board of Directors who is also joining the CSLP program faculty.
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