Higher Education Financial Wellness Alliance: Indiana University

Higher Education Financial Wellness Alliance

The HEFW Alliance is 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. Learn more about the benefits of becoming an Alliance member.

Join the Alliance

Join us for our premier annual event, the Higher Education Financial Wellness Summit, July 13-15, 2021. This year the Summit will be held virtually.

Registration for the Summit is included in your Alliance membership.

Join the Alliance

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 HEFWA 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:

65%OF STUDENTS SAY THEY WORRY ABOUT HAVING ENOUGH MONEY TO PAY FOR SCHOOL.

55%OF STUDENTS HAVE RUN OUT OF MONEY THREE OR MORE TIMES IN THE PAST YEAR.

50%OF STUDENTS SHOW SIGNS OF HOUSING INSECURITY.

What we do

In addition to offering the annual HEFWA 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.

Join the Alliance

ANNUAL SUMMIT

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

COACHING

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

CAREER LISTINGS

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.

WEBINARS

Alliance members have access to our series of informational webinars, hosted by various experts in the world of financial wellness programming and education.

Latest Updates

Recent News

Higher Education Financial Wellness Alliance Survey of Financial Programs

Monday, February 01, 2021

The Higher Education Financial Wellness Alliance is pleased to open the 2nd Annual Survey of Financial Programs. Community members of the Alliance should be on the look out for an invitation to participate in the survey. You can also take the survey by following this link. As the Higher Education Financial Wellness Alliance enters the second official year of the organization, we’re hoping to see how the field of financial wellness continues to grow in higher ed and, in particular, how it has responded to the events of COVID. All responses will help capture the current landscape of financial wellness-related programming in colleges and universities throughout the world. The majority of the survey results will be reported in aggregate form and available to HEFWA members and participating institutions. Institutions may use this to inform the development of financial wellness programming, or to garner support from institutional leadership to establish or expand financial wellness programming. Institutional contact information and demographic information will not be aggregated. Throughout the month of January, reminders regarding survey completion will be sent. The survey is scheduled to close on March 15, 2021. If you have any questions about the survey, please email info@hefwa.org.

HEFWA Statement on Black Lives Matter

Tuesday, June 23, 2020

The last several days and months have been increasingly tense and upsetting for so many of us. And it is often in times like this – times of unrest, particularly among our communities of color, and when negative discourse nationwide attempts to thwart those seeking to heal the nation – when we recognize the need for unity and strength.

Higher Education Financial Wellness Alliance Survey of Financial Programs

Wednesday, January 08, 2020

The Higher Education Financial Wellness Alliance is pleased to open the Survey of Financial Programs. Community members of the Alliance should be on the look out for an invitation to participate in the survey. You can also take the survey by following this link. As the Higher Education Financial Wellness Alliance enters the first official year of the organization, one of the first tasks is to create a database of financial wellness/literacy programs that exist across higher education. As it stands right now, there is no central database for this information which can limit cross-institutional communication and benchmarking. All responses will help capture the current landscape of financial wellness-related programming in colleges and universities throughout the world. The majority of the survey results will be reported in aggregate form and available to HEFWA members and participating institutions. Institutions may use this to inform the development of financial wellness programming, or to garner support from institutional leadership to establish or expand financial wellness programming. Institutional contact information and demographic information will not be aggregated. Throughout the month of January, reminders regarding survey completion will be sent. The survey is scheduled to close on January 31, 2020. If you have any questions about the survey, please email info@hefwa.org.

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