Professional Services Diagnostic Survey

ASA’s dedicated Professional Services team works with students and financial aid offices to provide counseling on topics like financial literacy, debt management, and repayment options. By offering support throughout the entire life of loans, the team ensures students not only successfully repay their loans but also maintain shining credit records and holistic financial Wellness.

This survey’s intention is to help identify any training and/or consulting needs your office may have. It will take only 5–7 minutes of your time. Your results will be used to generate a personalized list of ASA training sessions that could benefit your institution and enhance your office’s efforts to positively impact students.

1. Do you currently have a student financial literacy program that provides thorough financial, budgeting, and loan repayment information to your students?

		Yes	Somewhat	No

2. Does your financial literacy program result in low cohort default rates (CDR) and prompt repayment by your student loan borrowers?

		Yes	Somewhat	No

3. Is your office currently participating in any financial aid and/or regulatory training on a consistent basis?

		Yes	Somewhat	No

4. Do you have ongoing financial aid training for your staff?

		Yes	Somewhat	No

5. Are you confident in your department’s compliance with applicable federal and state regulations?

		Yes	Somewhat	No

6. Are all operational issues/concerns in your office being addressed or resolved?

		Yes	Somewhat	No

7. Do you and your team have professional development and leadership training available on a consistent basis?

		Yes	Somewhat	No

8. Do your current operational processes achieve effective results?

		Yes	Somewhat	No

9. Does your office have a process in place to effectively manage change?

		Yes	Somewhat	No

10. Are there open and clear channels of communication within your office and with your customers?

		Yes	Somewhat	No

Completed:

Please contact ASA directly with any questions you may have.
training@amsa.com
800.999.9080 ext. 3099

www.amsa.com/fap/training

American Student Assistance
100 Cambridge St Suite 1600
Boston, MA 02114
1-800-999-9080