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Student Financial Planning Portal

Student Financial Planning (SFP) is a financial aid system that manages a student's financial plan individually, automatically, and in real-time. The system provides students with visibility into their entire aid package and supports better-informed financial decisions.

 

    1. Log into your Bulldog Connection with your username and password. Unfortunately, the system does not work with Internet Explorer or Edge. Please access Bulldog Connection on a computer using either Firefox or Chrome. If you are a new student and have not yet set up your Bulldog Connection account, please do so at this time. You should have received set up and login instructions by email from the Office of Admissions.
    2. Select the Financial Aid – Student Financial Planning for Aid Year 2022-23 tile
    3. The first time you access SFP, you will be prompted to consent to conduct business electronically. Please change your password.

     

    1. Carefully review all Pending items in red on the HOME page, as seen below.
    2. Review any red numbered notification badges in the navigation header as seen below.
  • Students may also grant a parent access to their Student Financial Planning tool.

    Students who must complete the Verification Worksheet Dependent and upload the ' 'parent's documents via Student Financial Planning will need to set up access for their parent to complete these tasks in SFP successfully. First, start by granting them access by using the steps below:

      1. Login to your Bulldog Connection with your username and password.
      2. Select the Financial Aid – Student Financial Planning for Aid Year 2022-23 tile. Next, click on the small triangle to the far right top right in the header—select Profile.
      3. Under Manage Proxy Access, first, provide consent to parents or guests by clicking on Sign FERPA Form & Provide Consent and completing the actions.
      4. Add a parent or guest by clicking on the person +icon
      5. Enter your parent's or guest's email address

    Please note: it is case sensitive, so we recommend using all lower case letters. (If your parent or guest has more than one student attending BSU, a separate email address must be used (the same email address cannot be used for multiple students in attendance)

    1. Select the Guest Role of "Default Proxy "
    2. Verify the "status" is enabled.
    3. Click on the save icon under Edit. Saving the email address will send a notification to your parent or guest informing them of their user account creation along with an activation link. Please have your parent or guest click on the activation link to proceed.
    4. The parent or guest must accept the electronic consent to conduct business electronically.
    5. Upon completing the steps above, your parent or guest now has access to your SFP portal to sign, upload and view documents.
    1. Navigate to Student Financial Planning using the link that was emailed directly to the parent or guest
    2. Log in using:
    • Username: Parent email address the student enabled
    • Password: Student's BSU ID Number (The parent or guess will immediately be prompted to create a new password.)
    1. Upon logging in, the parent or guest will be prompted to create a new password.
    1. The system does not work with Internet Explorer (see notes above). If you are a new student and have not yet set up your Bulldog Connection account, please do so at this time. You should have received set up and login instructions by email from the Office of Admissions.
    2. Select the Financial Aid – Student Financial Planning for Aid Year 2022-23 tile
    3. Click on the DOCUMENTS link in the header. 
    4. Select the upload icon to the right of each listed item. Please note that only the document owner can upload the requested information. If the parent is the owner, only they will be able to complete their tasks once they are granted access to the system.
    5. Click Choose a File at the top right and select your document.
    6. Review and complete all fillable fields associated with the document.
    Click on the icon located under the Upload Document header to submit the document. You will need to have a copy of the document saved as an image file on your device to upload it. Only PDF, JPEG, GIF, or PNG documents can be uploaded.