Become A Student Loan Repayment Expert
FINRA Designation & CFP CE Approved Use Code - Restart - for $50 Discount
Provides the knowledge and strategies that the loan servicers cannot provide. Earn the Student Loan Repayment Advisor (SLRA) FINRA-Listed designation and CFP CEs
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A course that helps financial advisors and tax professionals understand the different student loan repayment strategies. It will cover the repayment options, loan consolidations, private refinancing, and the links to loan forgiveness.
Learn to help borrowers navigate the various student loan forgiveness programs. The course will give financial advisors and tax professionals the answers and strategies for PSLF, IDR forgiveness, and other federal forgiveness programs.
The cumulative exam that advisors need to pass before using the SLRA designation. A passing grade of 75% is required on each test that has 25 questions on each test.
This three day live meeting reviews cover the current days chapters. It enhances your online learning experience with additional case studies and opportunity ask direct questions.
Day 1 - Current Repayment & Forgiveness Trends, Student Loan Repayment Calculations, Understand Loan Data Sources, Graduation School Planning
Day 2 - Tax Strategies for Borrowers and Employers, Parent Plus Repayment and Retirement, Comparing Consolidation, Refinancing and Delayed Refinancing
Day 3 - Student Loan Forgiveness Options, PSLF Limited Waiver, IDR One-Time Adjustment, Loan Forgiveness Tax Exposure, Student Loan Assistance Benefit
Upcoming Boot Camp Program dates are: TBA
Fred Amrein