Student Financial Wellness Survey

Get Started

Participating in this comprehensive survey is 100% free for schools. To get started, please complete and submit the short form below.

What will your institution receive?

  • Trellis implementation support, including implementation best practice guidelines
  • A personalized report of SWFS findings for your school, including student perceptions and an analysis of results by student characteristics and key institutional data points.
  • An aggregate report of findings from the SFWS to allow you to compare your school to the broader data set.
  • Consultation on the interpretation of survey findings and access to best practices related to institutional success.

Upcoming Implementation Dates

FALL 2019: administered on 10/21/2019
FALL 2020: administered on 10/21/2020

Research Contact

Kasey Klepfer,
Senior Research Analyst and Project Coordinator
Kasey.Klepfer@trelliscompany.org
(512) 219-4627

“The University of Oklahoma was extremely interested in participating in Trellis’ Student Financial Wellness Survey in the Spring 2018 semester. By participating in the survey we hope to include our students’ input into the national financial wellness data measures being collected. We plan to utilize this important research to further refine our various student financial services offered at the University of Oklahoma and to ensure we are addressing and targeting the actual needs of students as indicated in the final results.”

Judi Voeller, Associate Director, Grants, Research and Special Projects, The University of Oklahoma

“The Student Financial Wellness Survey has been a great resource for Palo Alto College. It has provided our entire community with strong research documenting the extent to which our students are struggling financially. We are already using the findings from the survey to inform our strategic planning and better support our students.”

Katherine Doss, Dean of Student Success, Palo Alto College
“The Trellis team was a pleasure to deal with, responding to clarifying questions throughout the planning and implementation process for the Student Financial Wellness Survey in a very timely manner as well as going above and beyond to provide documentation and supplemental information to help inform decision-making about the implementation across our institutions.”
Andrea Pellegrini, Assistant Director, USFSCO Student Money Management Center, University of Illinois System
“This survey was a great “return on investment” for our campus! Having this snapshot of our students’ financial knowledge on various topics informs our financial literacy efforts to make the content more timely and applicable to our student body. We even received information on housing and food insecurity, which was an added benefit to this easy-to-administer survey.”
Kevin Sutton, Financial Literacy Coordinator, SUNY Oneonta

“The experience working with Trellis was very simple and smooth process. The data and perspective we received on students financial wellness is extremely valuable. This information will improve the Financial Learning Ambassador programming on all six Valencia College campuses. We are extremely grateful for this opportunity to ask crucial financial wellness questions to our students.”

Ilia Cordero, Assistant Director of Financial Aid, Valencia College