College Funding & Student Loan Advisor Program - CFSLA

Our comprehensive and innovative approach that educates advisors on college funding and student loan repayment strategies. A FINRA listed designation.

Receive 26 CFP CEs credits immediately. Our Training Program covers: Saving for College, Financial Aid Positioning, Student Loans, Student Loan Repayment, and Forgiveness. The advisor's monthly meetings help you stay current and are recorded for you to listen to at your convenience.

Learn the Financial Strategies to Prevent and Solve The Student Debt Crisis

  • College Funding

    Help clients better understand their college funding goals. Our approaches complement your current goal-based financial planning software.

  • Student Loan Repayment

    A client's debt structure and prior decisions will dictate the advisor's repayment and forgiveness strategies.

  • Loan Forgiveness

    Maximize a client's loan forgiveness opportunities with the proper tax and benefits decisions while in repayment.

College Funding Strategies

This is the foundation of the CFSLA designation. It covers financial aid positioning, college saving plans, academic positioning, proper debt structure, educational tax strategies and proper used if family assets including grandparents.

Student Loan Repayment Strategies

This section will provide the advisors with insights into the relationships of loan structure, traditional and Income-Driven Repayment (IDR) methods, taxes, proper management of AGI, and the importance of a household view.

Student Loan Forgiveness Strategies

Learn to navigate the various student loan forgiveness programs. This includes the Public Service Loan Forgiveness (PSLF) and the End-of-Term forgiveness programs. Help clients maximize their tax filing and prepare for the tax bomb with the end of term forgiveness.

CFLSA Program Price

Other CFSLA Benefits

  • Grow Your Business

    Once you pass the exams you get access to our resource library that includes additional training, presentations, and marketing information

  • Advisors Meetings

    Our monthly advisor meeting helps you stay current with new changes. These are interactive sessions that are driven by your questions.

  • Software Solutions

    PayForED's 3 in 1 software solutions help you implement your new learning quickly so you can grow your business quickly.