A Framework for Advising

The CSLP Advising Process

Advising Process Framework

This module provides an overview of the major elements associated with conducting a client consultation, analysis and presentation:

  1. Helping clients identify and refine goals
  2. Uncovering relevant details about the client situation
  3. Identifying recommendations based on knowledge of the rules
  4. Asking and answering relevant questions about consolidation, repayment, refinancing, and overpayment
  5. Explaining the tradeoffs, risks, and rewards of all available options



  1. Identify the records that contain needed student loan information
  2. Become familiar with categorizing cases by expected outcomes
  3. Know the questions to pose in each student loan case
  4. Understand how to communicate with student loan clients.