Trellis Student Financial Education2018-10-12T16:14:56+00:00

Trellis Student Financial Education

The Trellis Student Financial Education Program is offered at no cost to Texas postsecondary institutions, as well as certain community-based organizations with missions that focus on college access and success.

Structure of the Program

The interactive Student Financial Education Program provides “ready-to-use” training materials for college access and success professionals to provide to students. The program’s modules are presented in small chunks of memorable content to increase retention. The modules can be mixed and matched in different combinations.

Each module typically contains:

  • A 15- to 20-minute presentation and presenter’s guide
  • A student handout for each participant that includes a section for notes, FAQs, a glossary, and a list of suggested resources for further study
  • Suggestions for activities designed to reinforce learning objectives introduced in the presentation
  • An online program evaluation to be completed by each participant

Request materials here or contact a Student Financial Education Consultant for more details.

Modules

Borrow Smart

Uninformed credit decisions can have long-lasting effects. This module helps students become familiar with types of credit, interest rates, credit reports and scores, which types of credit to avoid, and how to resolve serious debt problems.

Monitor and Protect

Awareness is key to protection. This module covers the warning signs of fraud, scams, and identity theft, and how to respond. Prevention covers recordkeeping, keeping information safe, and obtaining and interpreting credit reports.

Plan and Spend

Good money management habits can have a lifetime of value. This module covers the basics for every student, including understanding needs and wants, creating spending plans and cash flow statements, and methods of tracking your money.

Save and Build for the Future

Saving for an emergency, a home, and retirement starts here. This module covers different types of bank accounts and various investment vehicles, how they can be used, and why they are important.

Work and Earn

Getting prepared for the working world is easier with resources and support. This module covers how to land a job — interviewing and salary negotiation tips, getting paid — understanding payroll taxes and deductions, and the differences between hourly (non-exempt) and salaried (exempt) positions.

A Good Start: Entrance Counseling for Student Borrowers

This entrance counseling session is designed for first-time student borrowers. Borrowing is a serious matter, and this session discusses topics students should understand as they take this step. Among other fundamentals, the session covers the master promissory note, types of federal loans, interest capitalization, loan repayment, and other key elements students should understand when making the decision to finance higher education.

Before You Leave: Exit Counseling for Student Borrowers

This exit counseling session is designed for student borrowers who took advantage of the Federal Direct Loan Program (FDLP) or the Federal Family Education Loan Program (FFELP) and who are soon to enter repayment. The session discusses repayment plan options, loan forgiveness and consolidation policies, interest capitalization, and other key elements borrowers should understand as they leave college and enter repayment.

Being Smart About Student Loans

This training module emphasizes the importance of tracking both federal and private student loans, to achieve successful loan repayment. Students also learn about the implications that loan mismanagement can have on their credit histories.

Parent PLUS Loan Overview

This presentation is intended to provide Parent PLUS Loan borrowers with an introduction to the loan program, including eligibility, terms and conditions, repayment plan options, and some frequently asked questions. This presentation is not intended to replace the PLUS Credit Counseling session provided through the Federal Student Aid website, which may be required of some applicants with an adverse credit history.

You’ve Got This

This training module provides an in-depth review of available repayment plans for federal loans. Students also learn about the impact that certain academic decisions can have on repayment of their loans.

Webinars

Trellis Company offers regular webinars on a variety of topics, including industry trends and issues, financial literacy, Trellis products and services, and professional development.

Questions?

General Information

Phone: (800) 252-9743

Collections

Phone: (800) 222-6297

Fax: (512) 219-4739

Hours: Monday – Thursday, 8 a.m. to 7 p.m. Central Time, Friday, 8 a.m. to 5 p.m. Central Time, Saturday, 8:30 a.m. to 12:30 p.m. Central Time

Make a Payment

Make payments online through the myTrellisSM portal, or mail checks to:

Trellis Collections
P.O. Box 659602
San Antonio, TX 78265-9602