Introducing the

Higher Education Financial Wellness Alliance

A network of professionals dedicated to bringing together post-secondary organizations to inform national conversations that impact the financial wellness field, public policy, and educational support services.

The Alliance will officially launch in January 2020.


Join us for our premier annual event, the Higher Education Financial Wellness Summit, July 19-21, 2020 at University of Nebraska, Lincoln.


The need for the Alliance


The Alliance, which is growing out of the Higher Education Financial Wellness Summit, is responding to institutions' request for continued opportunities to advance programs that are targeted at improving student financial literacy and wellness. The Summit, which has doubled in size over six years, attracted 340 attendees from 175 institutions in 2019.

"There has never been a greater focus on student finances, from student loan debt to the role that student finances play in student success," said Phil Schuman, IU director of financial literacy and executive director of the alliance. "Institutions are increasingly looking for ways to support student financial wellness and the alliance will provide the premier opportunity for them to develop new programs, learn about best practices and contribute to this important national conversation."

Recent research by Trellis, a 501©3 non-profit focused on student finances, has provided insight into the need for such efforts on campus:


of students say they worry about having enough money to pay for school.



of students have run out of money three or more times in the past year.



of students show signs of housing insecurity.

What we do


In addition to offering the annual HEFW Summit, the alliance will provide online and in-person programming to train staff, a coaching program to help develop on-campus financial wellness initiatives and other support services to help develop national best practices related to financial wellness.


annual summit

The Alliance’s premier annual event is the Higher Education Financial Wellness Summit, which saw 340 attendees from 175 institutions in 2019.


Our Alliance Coaching Experience (ACE) matches those Alliance members creating new financial wellness initiatives with coaches from established programs across the country.



Looking to enter the world of higher education financial wellness or take the next step in your career? Our Career Board is a great place to find new opportunities within our community.

more to come

The Alliance officially launches in January 2020. Stay tuned for more information about these programs and more over the coming months.


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