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Advanced Student Loan Advising Case Studies


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.

SKU: CSLP 400 Category:

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