5 Student Loan Answers Financial Advisors Must Know

5 Student Loan Answers Financial Advisors Must Know

If I’ve said it once, I’ve said it a hundred times, “The answer to every student loan question is ‘it depends’”. Even so, financial advisors need ready answers for these most frequently asked student...
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Teachers and Student Debt: How advisors can help

Teachers and Student Debt: How advisors can help

There are over 3 million teachers with student loan debt. Unfortunately, many find it difficult to manage their payments along with other financial responsibilities. The average teacher salary in the...
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Student Debt: Can you trust a financial advisor?

Student Debt: Can you trust a financial advisor?

Certified Public Accountants and Enrolled Agents are among the most trusted professionals in America when it comes to financial advice. These two professions have higher ratings in large part because...
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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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