Explain to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.
Guide clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information, and wills.
Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Contact clients' creditors to arrange for payment adjustments so that payments are feasible for clients and agreeable to creditors.