15 episodes

The Certified Student Loan Professional Podcast for Financial Advisors and their clients with student loans.

The Certified Student Loan Advisor Podcast CSLA Board of Standards

    • Business
    • 4.5 • 4 Ratings

The Certified Student Loan Professional Podcast for Financial Advisors and their clients with student loans.

    Repayment Restart After Covid Pause

    Repayment Restart After Covid Pause

    Have a student loan and confused about what to do next? If you’re a financial advisor with clients who are confused about next steps with their student loan, this is the place to start. If you have a student loan, get answers to your most pressing questions.

    • 53 min
    Student Loan Advising with Jantz Hoffman and Heather Jarvis from CSLA Institute

    Student Loan Advising with Jantz Hoffman and Heather Jarvis from CSLA Institute

    Learn about the latest changes to the PSLF program. Find out how to receive additional credit for prior payments that may not have been applied. 
    What student loan borrowers need to do to prepare for 2022 and a potential loan servicer change.
    Heather Jarvis and Jantz Hoffman bring you all of the latest about student loan programs. 

    • 1 hr 7 min
    The Cares ACT - Is it working for student loan borrowers?

    The Cares ACT - Is it working for student loan borrowers?

    Jantz and Heather of the CSLP Program discuss the latest on how effective the CARES Act is for student loan borrowers.

    • 55 min
    Chris Robinson with Jantz Hoffman and Heather Jarvis

    Chris Robinson with Jantz Hoffman and Heather Jarvis

    Chris Robinson, financial planner and CSLP joins Jantz and Heather to discuss how to communicate with clients abotu their student debt and the importance for having a solid plan.

    • 36 min
    The CARES Act. What borrowers and financial professionals need to know.

    The CARES Act. What borrowers and financial professionals need to know.

    The CARES Act legislation and its impact on student loan borrowers. What financial professionals need to know when advising clients. Borrowers can learn from this episode and avoid making critical mistakes in the management of their student loans during the Covid-19 pandemic.

    • 1 hr
    CSLP 10: Ryan Frailich, CFP, on advising strategies for clients on income based repayment, public service loan forgiveness, and loan servicers.

    CSLP 10: Ryan Frailich, CFP, on advising strategies for clients on income based repayment, public service loan forgiveness, and loan servicers.

    Today Ryan Frailich, CFP, CSLP joins Jantz and Heather to discuss a variety of topics in the realm of student loan debt. Ryan is founder and president of Deliberate Finances based in New Orleans. Topics include how the lack of financial advisor knowledge can be a dangerous path for both the client and financial professional. The complexity of new income based repayment programs and why the decisions should not be made in a vaccum without full consideration of the clients' goals and present situation.

    • 37 min

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