Student Financial Wellness Survey: Overview, Process, and How Financial Aid Offices Can Benefit

Trellis’ Student Financial Wellness Survey (SFWS) is implemented each fall and covers a broad range of topics, including financial behaviors and decision-making, financial knowledge, paying for college, financial security, basic needs security, and mental health. The survey allows for the exploration of the connection between student finances and student success. Participation in the SFWS is free and all participating institutions receive a school-level report of findings. In this session, Trellis will provide an overview of some of the findings from the fall 2021 survey and the process to participate. Co-presenters from the University of Oklahoma and Imperial Valley Community College will then describe their experience with the process of participating and the various ways they have used the information in their financial aid offices and throughout the institution.

Presenters

Jeff Webster
Director of Research
Trellis Company

Carla Fletcher
Senior Research Analyst
Trellis Company

Judi Voeller
Associate Director, Grants, Research, and Financial Education
University of Oklahoma

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