Classification: Two-year public college or university.
Modules Used:
- Module 1: Get a Grip on Your Finances: Smart Spending for Students.
- Module 2: Seek out Financial Aid: Funding Resources and Financial
Obligations.
- Module 3: Work Hard but Smart: How to Be Successful in School and
Graduate on Time.
- Module 5: Now That You Are About to Graduate: Taking Control of Your
Life.
How Used:
- Freshman seminar.
- Freshman-orientation courses.
- Entrance-counseling workshops.
- Financial-aid counseling.
- Exit counseling.
Program Description: The CWC financial-literacy program was
established in response to an escalating default rate of 21.8 percent in 1996.
The proactive approach, developed by the financial-aid staff, was endorsed and
supported by the entire campus, especially the academic dean and curriculum
committee. Initially, the staff relied on materials they developed on their own,
or adapted from other credit-counseling sources. In 2002 CWC adopted USA
Funds® Life Skills® to help the college achieve its
primary goal of providing students with the financial skills they needed to be
successful and persist in college.
Currently, CWC uses four of the five USA Funds Life Skills modules as the
infrastructure for its financial-literacy program. The modules are integrated
into specific campus programs to disseminate critical financial information to
students.
Module 1: Get a Grip on Your Finances: Smart Spending for Students
is used in freshman seminar and freshman orientation courses as vehicles
for providing budgeting workshops and helping all freshmen learn to "stretch"
their financial resources throughout the term and academic year.
Module 2: Seek out Financial Aid: Funding Resources and Financial
Obligations is used in entrance-counseling workshops that are required of
all first-time borrowers. These sessions focus on discussions of budgets,
indebtedness, length of enrollment, and deferment and forbearance.
Module 3: Work Hard but Smart: How to Be Successful in School and
Graduate on Time is part of financial-aid counseling, a new strategy added
when USA Funds Life Skills was adopted. These sessions are required of all
students who fail to maintain academic standards and who are ineligible to
receive further federal aid. Students who find themselves on academic probation
are reminded of the requirements for maintaining financial-aid eligibility,
along with the identification of factors in their lives that may be hindering
their academic progress, such as course loads, time management, stress
management, finances, or family circumstances. In addition, the financial-aid
counselor uses material from Module 1 to reinforce the money-management concepts
introduced during the freshman seminar and orientation courses.
Module 5: Now That You Are About to Graduate: Taking Control of Your
Life is included in student-loan exit counseling, which is required of all
students who borrowed during the academic year. This module, which reiterates
previous information provided on deferment, forbearance and repayment options,
is sent to the students who borrowed. Exit counseling then is completed
online.
CWC's efforts to improve financial literacy have produced tangible results,
as follows:
- The default rate has decreased to 12.7 percent from 21.8 percent in 1996.
The financial-aid staff attributes their success in lowering the default rate
to their proactive default-prevention plan that incorporated USA Funds Life
Skills.
- The retention rate for entering degree-seeking freshmen has increased to
47 percent from 42 percent during the last year.
Staffing Requirements: Members of the financial-aid staff
are responsible for the implementation of the USA Funds Life Skills modules.
Recommendations: The financial-aid staff gives high marks to
the quality of the USA Funds Life Skills modules. They achieve their intended
purpose — enabling students to acquire successful financial survival skills. USA
Funds Life Skills training for staff is effective, and the financial-aid staff
would like to see other campus personnel, including the faculty involved in the
freshman seminar and orientation course, participate in the training and actual
presentation of the modules. The financial-aid staff also would like to see the
addition of a required financial-literacy seminar for all entering freshmen.
They recognize the need to provide financial-literacy training for high-school
students as well.
Campus Contact:
Jacquelyn Burns, Financial Aid
Director
Phone: (307) 855-2150
E-mail: jburns@cwc.edu