| Summary: | The study of transfer has been historically important and now approaches critical proportions. Current and historical patterns of enrollment and attainment in American higher education combined with the economic, demographic, political, and social realities of the 21st century drive the need for increased research and more effective practice for successful transfer of students from two- to four-year higher education institutions. An emerging theory for framing transfer success is transfer capital, which recommends academic planning, financial aid, and admissions advising as primary interventions to increase the rate and success of transfer. This mixed-methods study examined the academic planning portion of transfer capital to assess the effect of academic planning on the number of hours transferred, number of leveling courses needed, excess hours, and grade point average (GPA). Quantitative assessment measured differences among new transfer students enrolling between Spring 2012 and Fall 2013. Qualitative assessment was conducted with advisors and leadership that were part of the transfer advising program examined in this study. ANOVA indicated significant findings at the .05 level for each variable except GPA. Qualitative findings provided context and primary themes of institutional context, academic planning, financial aid knowledge, and institutional partnerships. Findings provide direction for practice as well as further research.
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