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Our Financial Literacy Program

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Let us help you understand the financial investment in your education so that you can make informed decisions and take control of your financial future.

What we offer here at SUNY Upstate Medical University:

1:1 Financial Counseling

Students can schedule one-on-one Exit Counseling sessions with a Financial Aid counselor. During this meeting, we will review your specific situation as it pertains to your personal and educational finances. We will also provide you with the information that you need to better understand your responsibilities as a borrower to help you determine a repayment strategy that's right for you.

Topics Discussed: Federal student loan debt, federal loan grace periods, budgeting tips for the future, loan repayment options, and student loan forgiveness opportunities. These sessions are approximately 30-60 minutes in length.

Schedule a Financial Aid Advisement

Financial Literacy

Workshops that are designed to promote financial awareness & self-reliance. The information provided covers a wide variety of topics such as:
  • Financial Aid student loan repayment strategies
  • Public Service Loan Forgiveness
  • Long-term financial aid planning
  • Perkins Loan Forgiveness options
  • Financial planning for summer opportunities

Personal Finance Education

In addition to the traditional student financial aid-related material, students have the opportunity to meet with a certified, Personal Finance Educator from the Financial Aid office. Workshops cover the following topics but our Financial Aid office enthusiastically refers to these topics by their more, all-inclusive moniker-"Adulting":

  • Banking
  • Long-term personal financial planning
  • Credit
  • Budgeting

Upcoming Events


  • MS4 Transition to Residency Workshops:
    • Financial Aid
    • Loan Repayment Strategies
    • Adulting 101
    • Retirement & Long-Term Financial Planning
    • Credit & Banking
  • MS3 Debt Management Counseling and 4th year planning
  • MS1 2 Financial Wellness workshops
  • Program-specific presentations for CHP graduating students
  • One-on-one exit counseling sessions for all students
  • Ask Me Sessions for Graduating Students


New Student Orientation:

  • Financial Aid 101
  • Financial literacy overview
  • Credit & budgeting workshop

Ask Me Sessions for summer semester students


New Student Orientation:

  • Financial Aid 101
  • Financial literacy overview
  • Credit & budgeting workshop

Ask Me Sessions

Well-o-Ween (Financial Wellness Event)

Campus-wide workshops:

  • Credit
  • Budgeting
  • Intro to Online Resources

Testimonials from student attendees of the "Adulting" workshops

"...so impressed with the content and level of detail."

"For many of my peers who have never had a job or a credit card, this information is critically empowering."

"As the reality of our debt looms above us, it has been so calming to know about the ways in which we can be smart about financing and saving for our future!"

Please email [email protected] to schedule an appointment or a one-on-one counseling session with an advisor.