Heart Start Training Program| FY2017
STUDENT LIFE CYCLE
OBJECTIVES
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•
•
•
•
Student Central and it’s importance
Financial Planning Overview (FPO)
The First Advising Meeting (FAM)
Financial Aid Start (FAS)
The student clearance process
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STUDENT CENTRAL OVERVIEW
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STUDENT CENTRAL OVERVIEW
Our individualized approach enables students to the get the information and the specific
level of support they need. Systematic internal processes enable students to receive more
efficient responses to their questions and inquiries.
The key components are:
1. Delivering DeVry Care
2. Ensuring the convenience of a one-stop
shop approach for student’s questions
and needs
3. Taking a proactive approach to help
students overcome challenges and
obstacles that get in the way of their
success
4. Providing an unparalleled level of support
with each student having an assigned
Student Support Advisor
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ROLES IN STUDENT CENTRAL
Student Support
Depending
on the
Advisors
provide
a
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isthe
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Student
Central
Leadership
Admissions
SSA
OSC
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ADMISSIONS &
FINANCIAL PLANNING OVERVIEW
(FPO)
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FINANCIAL PLANNING OVERVIEW
• Eligibility and Federal Program review
• Dependency Status
• Documents needed to complete
the FAFSA
• Federal Loan eligibility
1
• The FAFSA
• Where and how to get started
• The DeVry/Keller school code
2
• MyCompass to Day 1
• Log in information
• Information that they need to
complete their own financial
plan
• Provides an overview of the
costs, enrollment and how
long it will take to graduate
3
• Setting up a follow up
appointment with the SSA
• Financial Advising Start (FAS)
• First Advising Meeting (FAM)
4
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FINANCIAL PLANNING OVERVIEW
Do’s and Don’ts for Admissions
They Can
They Can’t
Assist the student with the materials that will be
needed to complete the FAFSA
Assist the student in completing the FAFSA
Discuss eligibility criteria for the Federal Student
loan program
Discuss the student’s Estimated Family
Contribution (EFC)
Discuss interest rates for the Federal Student
Loan program
Discuss award amounts
Set up FPO Touchpoint with an SSA if the student
has additional Student Finance questions
Answer questions related to Student Finance
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FPO AND STUDENT FINANCE
QUESTIONS
The SSA can answer questions at any time for the student to make sure
that they can complete all the necessary steps in the process.
Questions can include:
•
•
•
•
The FAFSA and what is needed
Eligibility and if they are eligible
Dependency
MyCompass Day 1 – and stalling points
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NEW STUDENT APPLICANT REPORT
st
1
Student’s
Admissions  Set of courses
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FINANCIAL START MEETING
(FAS)
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FINANCIAL ADVISING START
How can I afford to attend
school?
STEP 1: Review the student’s ISIR confirmation page
STEP 2: Complete an Estimated Financial Plan (EFP)
STEP 3: The remaining investment conversation
STEP 4: Discuss student follow-up
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FAST: STEP 1
Review the ISIR Confirmation page
• What is the student’s dependency status?
• Are there verification or C-Code issues?
• If so, discuss what the student needs to resolve these issues
• What is the student’s Expected Family Contribution (EFC)?
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FAST: STEP 2
Complete the Estimated Financial Plan (EFP)
• What kind of funding am I eligible for?
• How much funding am I eligible for?
• Are there any other benefits I’m eligible for?
• How do my credit hours effect my funding eligibility?
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FAST: STEP 3
Conduct an investment conversation with the student
• Can the student afford their remaining investment?
• Is the student comfortable with their remaining investment?
• Does the student need a payment plan?
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FAST: STEP 4
Setting up funding for the remaining investment
• Complete the Master Promissory Note (MPN)
• Complete the Loan Entrance Counseling (LEQ)
• Complete the authorizations in the Student Portal
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FIRST ADVISING MEETING
(FAM)
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FIRST ADVISING MEETING
The First Advising Meeting (FAM) is meant to welcome the student to the university! This
meeting should help the student to become orientated with their campus or center, and also to
position the student for success by ensuring their classes and program are properly enrolled.
• Summarize how Student Central will support the student and
describe the SSA role
• Verify the student’s information
• Confirm the student’s degree program
• Review DegreeWorks and the student’s course plan
• Review transcript information (if applicable)
• Walkthrough the registration process
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FAM: DEGREE PROGRAM REVIEW
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•
•
•
•
Discuss why they chose this program
Review the degree specifics using the academic catalog
Review and verify the current course schedule
Explain any pre-requisites and co-requisites
Answer any and all questions
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FAM: DEGREEWORKS AND COURSE
PLAN
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•
•
•
•
Discuss why they chose this program
Review the degree specifics using the academic catalog
Review and verify the current course schedule
Explain any pre-requisites and co-requisites
Answer any and all questions
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FAM: TRANSCRIPTS REVIEW
• Review and display the number of credit hours required for their
chosen program
• Using ImageNow identify their transcript evaluation and determine
how many credits were able to be transferred into the student’s
degree program
• If the student has not turned in transcripts, but thinks they may
have applicable classes from another university, go through the
transcript request process.
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FAM: REGISTRATION WALK THROUGH
• Ensure to continue to track additional transcript information that
may become available
• Remind students about registering early
• Demonstrate self-registration procedures
• Review the attendance policy and ensure the student knows the
importance of attending every class
• Provide the student with a reminder about the online component
of their course
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STUDENT CLEARANCE PROCESS
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STUDENT CLEARANCE
Students may begin to register prior to the FAM and FAS meetings.
Admissions will typically begin the registration process and all classes that
have been registered for should be verified by the SSA.
Expectation:
Clearance in
10 business days
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FINANCIAL AID CLEARANCE
 Committed Estimated Financial Plan
 Accepted
ISIR
Two dates are
required:
 C-Code Resolution
 Start
Verification
• Financial
Datecomplete
(FAST)
 Loan Entrance Counseling
• Financial Aid Clearance Date (FACL)
 Master Promissory Note
 Satisfactory Payment Arrangement
 Plus/Private Loan Pre-Approval
 CEP, Military, VA documentation
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DOCUMENTATION IN BANNER
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SAACKL
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SAACKL: UPDATING FACL
Step Process
1
Enter the student’s D# within the ID block and select “Next Block”
2
Within the form, insert a record within the application checklist block
3
Double Click within the record and select either Financial Aid Start
(FAST) or Financial Aid Clearance (FACL) for the record you are adding
4
Select the appropriate record instance and double click “OK”
5
Double Click within the received date column (next to the inserted
record)
6
Populate the date in which the FA milestone was completed and click
“Ok” and then click “Save
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CLEARANCE SUMMARY
Consistent
Reporting
Staffing/
Scheduling
Assigned
an SSA
FAST / FACL
Help SSAs
with
change
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10 DAY CLEARANCE
Day of
Application
Day 1
(within 24
hours)
Advisor
SSA Tasks:
Day
2-5
•
••
•
•
•
•
•
•
Day
3-7
Day
4 - 10
Sets expectation of FAFSA process
Confirm
if FAFSA has been completed
ISIR
review
If
RTT
is not
completed,
assigned
SSA must
Schedule
Financial
Aidoutstanding
(FA)
appointment
SSA
will
follow-up
on
Ask
student
to
bring
confirmation
page
Discuss
requested
documents
anditems
set if
make
outreach
within
24 hours
using
SFDC
calendar
(can
be
scheduled
holding
back from FAC
done butthe
notstudent
populated
expectations
for
submission
Review
FA
basics,
confirm
funding
source,
with
SSARTT
or other
SSA in the
DEM assigned
assists
with
as needed
Confirm
FAFinancial
appointment
(DEM shares
Estimated
Plan
(EFP)
loan
history, reinforce expectation for
Group)
FAC
complete
confirmation
Enter
FAS
dateresponsibility)
FAFSA
process
and (RTT)
next steps
for FAASSA or
Real Time
Transfer
to assigned
Confirm
allpossible
necessary items completed
FAC
when
other SSA in Group as needed
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AUTO DROP PROCESS
Auto
Drop
Date
This method helps to ensure that students are not
financially obligated to their courses if they do not have the
appropriate eligibility based on the information stated
earlier in this presentation.
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CONCLUSION
Describe the Financial Planning Overview Meeting (FPO)
Discuss the importance and the steps to completing
the First Advising Meeting (FAM)
Discuss the importance and the steps to completing
the Financial Advising meeting (FAS)
Understand and assist the student with the student
clearance process
Know the importance and populate student clearance
dates in Banner SAAACKL
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QUESTIONS
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