Attn Financial Planners: 45,000,000 borrowers need your help.

Turn those student loan borrowers into clients.

I'll show you how to grow your firm and attract next-gen high-net worth clients with student loan planning.
Enroll in the course now!

Built by a financial planner, for financial planners.

As a financial planner, I understand that time is money in your practice. Therefore, this course is built as a fast-track solution to help you quickly and successfully start helping clients manage their student loan debt.

  • Learn the fundamentals of student loans and how to identify planning opportunities.

  • Learn the actual student loan planning process I use to help clients identify the best course for eliminating their loans.

  • Learn how forgiveness programs like Public Service Loan Forgiveness can help you attract next-generation high-net worth clients to your practice.

  • Learn how to successfully charge clients for the student loan planning services.

  • Learn the tips and tricks to successfully integrate student loan planning in to your current firm without disrupting your current service models.

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Explore The Student Loan Practice Course

Helping financial advisors turn student loan borrowers in to paying clients in just hours!

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  • Does the course cover Public Service Loan Forgiveness (PSLF)?

    Yes, this course will teach all about PSLF and how to identify and advise clients who may be eligible for the program.

  • How long does the course take to complete?

    The goal of this course is to be a "fast track" to advising clients on student loans. You should be able to complete this course in three to four hours.

  • What if we have additional questions?

    You can e-mail me at