This course is part of the CSLP® Program which is focused on helping financial advisors provide the best possible advice to clients with student loans.
This module presents a series of student loan cases which can help the advisor provide optimal recommendations for a variety of client situations. For example, clients with multiple student loans between a married couple, working in healthcare have a variety of options. Obviously individual financial goals and specifics will affect the advice you provide but these cases will provide important considerations in the client setting. The cases include couples with student loans, health care professionals, teachers, early career professionals, dentists, attorneys, and those with a wide range of income, goals, and challenges. This course will be a resource you will use throughout the year.
The Advising Student Loan Advising Case Studies module walks through different client situations in a variety of occupations, marital status, residency, income, and financial goals. It incorporates the student loan analysis covered in earlier modules and brings this knowledge into actual implementation.
Mastery of the Advising Case Studies module will prepare the professional to accelerate their work with student loan advising.
Each case presents a specific financial situation and the client’s stated objectives. All of their loans are identified, their income, expenses, and goals are also made clear as you would experience in an actual client setting. A detailed review covers the available options and recommendations for potential revisions in their repayment plans. Explanations are provided on why the recommendations are made so you can clearly see the justifications for providing such advice.
Each case study provides a specific client scenario with their student loan data. The case is presented with client goals and financial calculations for suitable programs. Data is presented to show comparisons for loan costs, duration, forgiveness options, and other relevant details.
Case Study: Undergraduate, single borrowers. Analysis of SAVE program suitability or other options.
Case Study: Married individual. Analysis and comparison of PAYE, IBR and SAVE programs.
Case Study: SAVE Vs. IBR and the Interest Subsidy Valuation. Provide detailed analysis and the best payment option among SAVE and IBR.
Case Study: Client with Old IBR program. Comparison and eligibility for SAVE, PAYE programs
Case Study: Consolidation borrowers. A couple with multiple loans between them. What’s the best approach to student loan consolidation?
Case Study: Business owner with multiple loans. Goals include repayment, structuring owner compensation, retirement planning.
Case Study: Married physicians with high student loan debt. Comparison of best repayment options allowing for other financial goals.
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