Student Loan Case Studies

Case Studies

The Case Study section of the course is one of the most valuable aspects of the CSLP program course because it gives the financial advisor a holistic view of the advising process where student loans and long-term financial goals are integrated.

The Case Study section contains in-depth analysis of multiple clients of varying age, income, marital status, loan volume/type, and interest rates. In each scenario, the client’s goals and financial concerns are identified and addressed. The study concludes with a clear plan of action for the client that matches their goals.

Topic Features

  1. Identification of the client’s financial position: Student loans, other debts, employment status, etc.
  2. Review of existing loans and status. 
  3. Walk through each of the potential programs. Review suitability and qualifying criteria.
  4. Prepare a scenario for the client.
Case studies in the CSLP program

Forms, Documents, Articles

  • Each case contains a file with the list of loans, types, terms, & interest rate