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About The Institute

The Student Loan Problem

  • Student loan borrowers are inundated with advertisements from refinancing lenders and unscrupulous “debt-relief” companies.
  • Borrowers also experience widespread loan servicing failures including application processing delays, inaccurate application denials, improper allocation of payments, and lost or misdirected paperwork.
  • The impact of student debt is wide, and the repayment system is complex.
  • Free online resources, university financial aid offices, and loan servicing companies fail to deliver the personalized guidance borrowers need.
  • Traditional financial advisors may not fully understand the nuances of student loan repayment and forgiveness programs. This could result in poor advice.

History

The CSLP designation is the culmination of more than 25 years of assisting financial planners and borrowers with incorporating student loan repayment into the financial plans.

The roots of the designation date back to 2005 and the basis for the content was has been found in training seminars for registered advisor representatives across the US since 2010.

In 2016, the Board was created with the mission of elevating the level of advice provided to those struggling with student debt.

Creating the Board allowed for an issuing body to insure those with student loans were being serviced in an ethical and professional manner, while also creating an identifiable credential that could be recognized by those seeking financial assistance with student loan repayment.

The CSLP Vision

Student loan borrowers need a reliable way of identifying whether financial advisors are knowledgeable about student loans.

We are working to build a network of dedicated, competency-tested, licensed, and vetted financial and tax advisors delivering student loan guidance with the duty of care of a fiduciary.

The impact of student debt reaches into nearly every aspect of a borrowers finances.

We believe that well-qualified financial advisors can improve the financial security of the student loan borrowers they represent, promote fairness in the system, and advocate for borrower-friendly change.

Management Team

Larry Taylor

LARRY TAYLOR

CMO/CTO

Larry’s unique blend of experience intersects digital marketing, technology, and psychology. He has successfully led numerous digital marketing initiatives in financial service and healthcare companies. His extensive expertise spans areas including software development, behavioral research in social media.

JANTZ HOFFMAN

Chairman & CEO

Since 2010, Jantz has been assisting student loan borrowers and financial advisors to understand the nuances of loan repayment. Over the years, he has consulted with thousands of independent advisory firms and individuals to help solve complex repayment situations.

Heather Jarvis, JD

HEATHER JARVIS

Director of Instruction, Board Member

Heather Jarvis is an attorney and a nationally recognized expert specializing in student loan law. She has provided award-winning student loan education and consultation for universities, associations and professional advisors and is sought after for her sophisticated knowledge and accessible teaching style.