Financial Advising Case Study Collection

Published: November 21, 2023

Image of the cover page of the Financial Advising case studies report

Introducing the financial advising case studies from The National Resource Center for the First Year Experience and Students in Transition. This resource features nine campuses that have implemented initiatives designed to increase student financial awareness, well-being, and student success. These efforts range in complexity and involve collaboration with other departments, campus stakeholders, student peer educators, and financial institutions. Readers will learn about these approaches and gain insight as to how students can be better served.


With support from the ASN, the National Resource Center performed a literature review and conducted a survey to study financial advising programs across the country. Survey respondents shared about any financial program(s)/initiative(s) in place at their institution and their insights.

This collection illuminates innovative and practical approaches at two-year, four-year, minority serving institutions (MSI), and diverse campuses. Download the collection to learn about the boot camps, zero-credit courses, peer-to-peer resources, financial literacy courses, and money management centers featured.


Four themes emerge: financial well-being, integration into curriculum, peer-to-peer mentoring, and educational equity. The resource invites readers to consider the benefit of financial education after college, in transitioning from student to financially responsible adult.

Check out the HBCU resource collection and TRIO resource collection for more from the National Resource Center.