Board of Standards

WHY ADD STUDENT LOAN PLANNING TO ADVISORY SERVICES

Student Loan Planning Services

Presented by Jantz Hoffman
Why financial advisors should add student loan planning services to their practices. In this presentation (38 min), Jantz shares his experience researching student loan planning, teaching thousands of financial advisors, and advising his own clients.

Topics Covered

  • The critical reasons financial advisors must know about student loan planning services.
  • How student loan planning can enable more investible assets.
  • Why student debt is very different from consumer debt.
  • Why 1/3 of an advisor’s inbound business is affected by student debt.
  • Why a lack of knowledge may create unnecessary client harm and advisor liability.
  • See examples of how the CSLP Program can help an advisor offer greater client value.