CFP CE Quality Partner
Earn up to 22 CFP CE credits with the CFSLA designation program in one year
Our courses were audited and received the CFP Quality Partner approval from the CFP Board. You receive 15 CFP CE credits at course completion and the ability to earn 7 more CE credits during the year.
The College Funding & Student Loan Advisor training program is divided into 2 sections. There are 4 programs on College Funding & Student Loans and 2 programs on Student Loan Repayment & Forgiveness Course.
CFSLA Program Bonus Offering
In addition to the training program receive these additional benefits
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Advisors Listed on Pay For ED Website
Once you complete the CFSLA program, you will be listed on the Pay For ED website. We market our website to thousands of people, schools, colleges, and employers as a resource for their families. An annual fee and CEs will be required to remain on this list each year.
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Quarterly CE Webinars & FInancial Alerts
Our goal is to keep our CFSL advisors informed. We will provide quarterly meetings that will educate CFSLAs on current topics, changes to policy changes and clarify areas of uncertainty. We also provide three PowerPoint presentations for your use. Financial Alerts are issued when changes occur in the financial aid and educational tax area change.
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Code of Ethics
We wanted to be recognized as a trusted resource in the marketplace. A code of ethics and standard of conduct will need to be signed annually.
Educational Funding Is the Second Most Common Financial Goal
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What Financial Advisors and Clients Are Saying:
““As a fee-only financial planner I’ve found the Pay For ED software instrumental in helping my clients make smart college decisions. Before choosing Pay For Ed, we evaluated many options, but picked Pay For ED because it is easy to use, focused on four-year cash flow and includes long-term impact of borrowing costs. It is easy to then incorporate the results into our financial planning software to show our clients the long-term impact of the different college decisions.” ”
Mike E (Financial Advisor, NC)
“Fred is the most knowledgeable person I’ve found regarding navigating the complexities of college financial planning. Missteps in the college decision, in college paying and student loan can negate much of the return on investment that attending college promises. As a CFSLA, I am now equipped to help parents and their child from their college financial decision through selecting amongst the dizzying array of student loan repayment options.”
James B (Financial Advisor, IL)
“Pay For ED software helped us to keep all our information organized in one place. This was critical as the college search is a long process with new information constantly added over the course of the year. When our daughter's acceptance letters arrived with her scholarship awards the 'senior tool' was invaluable. Multiple graphs and charts projecting the allocation of savings, loans, and out of pocket expenses were extremely helpful in comparing costs. These were the tools that finally helped clarify for our teen the kinds of long-term costs were discussing. Having her understand the big picture was important for us - and a growth experience for her.”
Elaine C (Parent, NJ)
“As a part of my educational consulting services, I provide each of my client families access to Pay for ED. It helps them understand the total financial aid picture and process for each of their students and the colleges they are considering. For those families who need some additional personalized assistance, Amrein Financial also provides outstanding guidance and support.”
Kathryn M (College Counselor, CO)