Vantage Financial Education for Colleges & Universities · We Rise Together
One platform. Measurable returns for every community your university serves.
Give students, faculty, staff, alumni, and prospective students practical financial skills that protect tuition revenue, steady your workforce, and strengthen your alumni giving pipeline.
Backed by our We Rise Together Guarantee: see results in 6 months, or your next 6 months are free.
Financial stress is costing your campus students, staff, and support.
It doesn't appear as a line item, but it shows up in withdrawals, burnout, and alumni who stop answering the phone. Here's what the research says.
59% of college students have considered dropping out due to financial stress, making it the #1 non-academic reason students leave. (Ellucian National Student Survey)
78% of students say financial stress hurts their mental health, and 61% say it hurts their academic performance. (Ellucian National Student Survey)
59% of employees are stressed about their finances right now. Among Gen Z employees, 71% report reduced productivity. (PwC 2026 Employee Financial Wellness Survey)
72% of alumni report solicitation fatigue, and young-alumni giving has dropped 18% over the past decade. (CASE Voluntary Support of Education Survey, via Alumni Access)
Financial stress is one of the few challenges that touches every part of your institution at once. That makes it one of the few you can address with a single solution.
Meet the Vantage Financial Education curriculum: built for higher education.
VFE is a turnkey, online financial wellness curriculum your institution can launch without building new courses or staffing a new program. Students, employees, alumni, and prospective students all learn on one platform, branded with your university's logo and colors.
Want to go further? Add expert support. Our financial team offers in-person or online webinars to put these practices into action, plus 1:1 consultations for faculty, alumni, and families who want customized financial planning support.
One investment. Returns across all four pillars of your institution.
Benefit 1: Current students. Protect tuition revenue. Financial stress is the #1 non-academic reason students withdraw. People who receive financial education report a 34% decrease in financial stress, and 85% of students already believe financial literacy should be taught in college. VFE meets that demand with practical lessons on budgeting, debt, and borrowing, helping more students persist to graduation. And with only 21% of students confident they understand their financial aid offer, better borrowing decisions also help protect your institution's cohort default rate.
Benefit 2: Faculty & staff. Strengthen your benefits package. Nearly half (47%) of employers are projected to offer a financial wellness program by the end of 2026, citing retention (77%) and engagement (70%) as top reasons. Where these benefits exist, employees use them: 83% of Gen Z and 79% of Millennial employees put them to work. VFE helps you compete on benefits richness when competing on salary is hard, and gives employees nearing retirement the planning tools to retire on schedule.
Benefit 3: Alumni. Re-engage graduates by giving first. Alumni engagement is a statistically significant predictor of lifetime giving, and each additional way an alum stays connected multiplies the odds of a gift by roughly 1.5. 68% of alumni give to charity each year, but only 27% of those donors give to their alma mater. Free lifelong-learning access turns alumni relations from an ask into a benefit, adding a valuable touchpoint between campaigns.
Benefit 4: Prospective students. Give admissions a real answer to "why us?" Cost of college is the #1 concern for 67% of Gen Z students, and 48% rate cost of attendance as "very important" to their college choice. Free, co-branded VFE modules for 9th–12th graders build familiarity years before the application, open doors with high school counselors, and show families the practical value your institution delivers.
When your students, staff, and alumni rise, your institution rises with them. We Rise Together.
When your students, staff, and alumni rise, your institution rises with them. We Rise Together.
See the engagement for yourself.
Every investment you make has to be defended to trustees, your cabinet, donors, and accreditors. VFE's built-in dashboard shows progress, engagement, and milestone achievements across your campus, so you can see how students, staff, and alumni are actually using the program. That matters: 93% of employers rank engagement metrics as critical to proving a financial wellness program's worth.
The We Rise Together Guarantee. You take no risk.
Lasting financial habits don't form overnight, and we don't expect you to take our word for it. Implement VFE for 6 months. If you don't see the benefit, we'll give you the next 6 months free, plus additional workshop support to make sure your team succeeds.
Do we need to build new courses or hire staff to run this?
No. VFE is a turnkey curriculum that drops into orientation, first-year seminars, residence life, HR benefits, and your alumni portal. The lessons are already built.
Will students actually use it?
hey're already asking for it: 65% of college students want to learn more about personal finance, and 85% believe it should be taught in college. Gamified badges and leaderboards keep them coming back.
How is the faculty and staff version different?
Employees get the same financial confidence tools as students, with expanded module offerings, including retirement planning.
How does this help with alumni giving?
It gives alumni something valuable before you ask for anything. Engagement is a proven predictor of lifetime giving, and VFE adds a useful, recurring way for graduates to stay connected.
How will we know it's working?
A built-in dashboard tracks progress, engagement, and milestone achievements, giving you data to share with your board, cabinet, and budget committee.
See Vantage Financial Education in action.
No other financial wellness platform touches all four pillars of institutional strength at once: retention revenue, workforce stability, your advancement pipeline, and your enrollment pipeline. Schedule a live demo to see how one platform can deliver returns to every constituency you answer to.
Include the demo-scheduling QR code from the VFE higher ed one-pager for visitors on desktop.
Prefer to talk it through? Call 877.382.6467 ext. 5, email [email protected], or visit www.vantageiws.com
Vantage Financial Education · Teaching students, faculty, and alumni to take control of their financial lives. We Rise Together.
Vantage Insurance & Wealth Strategies · Privacy Policy · Terms · Refund Policy · Rewards Terms
© Copyright 20246 Vantage Insurance & Wealth Strategies