The Certified Student Loan Advisor Podcast

Jantz Hoffman, CEO of CSLA Board of Standards and Heather Jarvis are joined by Brandon DiPinto, a CPA in California. Brian tells about his experiences working with clients on their repayment planning and how the CSLA team has helped him with student loan client cases. 

This edition of the CSLP Podcast discusses the state of student loan advising and why financial professionals are ill equipped to help clients with student debt. Heather Jarvis has been presenting to financial advisors for many years delivering seminars on the need to learn more. To start, Heather advocates that consumers with student debt should find a qualified advisor who has the specialized knowledge of personal finance AND student loan programs. 

Jantz discusses a number of issues facing student loan borrowers. This episode was recorded during the government shutdown where federal workers weren't paid. Failing to make even one student loan payment can have a negative effort on those working toward Public Service Loan Forgiveness. 

Also discussed are the issues of job loss and how to deal with income-driven repayment. Borrowers need to submit new requests for repayment and adjust as their income changes. Jantz also covers some of the new loan repayment assistance programs for specialty work in certain professions and locations across the U.S.

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.