Financial Education, Coaching, and Advice for College Athletics and Higher Education Staff
Helping campus and university employees make confident financial decisions with practical education, clear guidance, and planning support designed for the higher education community.
From university leaders and academic departments to athletics and student support teams, our program provides the financial knowledge and tools needed to build a secure future together.
University
Administrators
Professors &
Faculty
College
Coaches
Athletic
Directors
Department Leaders
Institutions
Planned
Giving
Financial
Education
A Program Built for the College Sports and Higher Education Community
Our financial education program is designed specifically for the people who drive college and university success.
Here are some of the topics our financial education program covers:
Budgeting and cash reserves
Debt management
Saving and investing
TIAA, 403(b), 457, state retirement systems
Retirement income planning
Tax-efficient distribution strategies
Life, disability & long-term care insurance
Estate and legacy planning
College funding
Education Delivered in Multiple Ways
On-Campus
Workshops
Small Group Sessions
One-on-one Conversations
Webinars & Virtual Education
Financial Wellness Presentations
Resource Library & Toolkits
Personal Financial Assessments & Learning Plans
We offer flexible options that meet campus professionals where they are, providing practical guidance that fits into busy schedules and real-life financial decisions.
Why This Matters
Money clarity and financial peace of mind have a positive effect on employees' morale. Confident employees are more productive, less stressed, and more prepared to achieve their goals.
Our program brings clarity, perspective, and a guided approach to help staff feel more confident about today and tomorrow.
Common Questions We Help Address
-
Am I saving enough?
-
How do my retirement accounts work together?
-
What's my best next step when making TIAA or 403(b) decisions?
-
How do I turn retirement savings into retirement income?
-
What's the right life insurance or disability insurance coverage?
-
How do I save to fund my children's education?
-
What decisions should I make before I leave my job or retire?
Supporting Institutions and Employees
Financial strength on campus is more than a paycheck. CFAN partners with universities and colleges to offer a program that supports employees' financial well-being without added cost or complexity for your institution.
Strengthens institutional support for faculty and staff
Empowers employees to make informed financial decisions
Promotes a culture of education, growth, and long-term success
One Brand Family.
Two Connected Audiences.
The Collegiate Financial Advisor Network serves higher education from two sides of the same mission: delivering financial education and wellness on campus, and equipping advisors to serve this important community with expertise and confidence.