This podcast introduces the CSLP program for financial advisors. Jantz Hoffman is the Chairman and CEO of the CSLA Board of Standards. He discusses why the program was created and the need for professional training to financial advisors such as Certified Financial Planners and tax advisors.
We also hear from Heather Jarvis who is a widely recognized presenter on student loan debt and how financial professionals need to be better prepared to help their clients who are repaying student loan debt.
Repayment Restart After Covid Pause
Student Loan Advising with Jantz Hoffman and Heather Jarvis from CSLA Institute
The Cares ACT - Is it working for student loan borrowers?
Chris Robinson with Jantz Hoffman and Heather Jarvis
The CARES Act. What borrowers and financial professionals need to know.
CSLP 10: Ryan Frailich, CFP, on advising strategies for clients on income based repayment, public service loan forgiveness, and loan servicers.
CSLP 9: Jantz Hoffman & Heather Jarvis discuss the chaos in the DOE and GAO
CSLP 8: Carli Coyne, Financial advisor & CSLP on how she is growing her practice targeting student loan borrowers
CSLP 7: Patti Hughes, CFP, CPA, MSA, CSLP discusses how she helps clients with complex student loan repayment scenarios.
CSLP 6: How a financial advisor accelerated the growth of her new practice
CSLP 5: David Hessel, Financial Advisor, Changing lives through holistic planning that includes student debt management
CSLP 4: A CPA talks about the mistakes tax advisors can make when working with clients who have student debt.
CSLP 3: The problem of student loan debt and financial advising with Heather Jarvis, JD
CSLP 2: Advising student debt repayment when clients temporarily lose income
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