College Funding Course

A comprehensive course on how to save and pay for college.

Our course brings the financial aid process and personal financial planning together. The current debt crisis is caused by a lack of transparency and financial literacy. With this new expertise, you will be able to attract new clients and improve your relationship with existing clients.

Earn While You Learn

Earn up to 11.5 Continuing Education (CE) Credits for your CFP and other financial designations.

  • College Funding Training Course

    11.5 CFP CEs

    The course will help the advisor navigate the educationa financial journey of paying for college. With this information, you will be able to help families save for college, understand their financial aid positioning, maximize educational tax strategies and properly structure their debt.

  • CFSLA Discount Upgrade

    Over $100

    If you upgrade your learning, to the CFLSA designation course within 6 months of your enrollment, we will credit your Paying For College fee toward the CFSLA course plus give an additional $100 off the CFSLA regular price.

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Buy Now - $795

Course curriculum

  • 1
    Welcome to the course!
    • Introduction Course from Instructor
  • 2
    Chapter #1 Introduction to the Program and Crisis
    • Introduction to CFSLA Program
    • Slides - Introduction to the CFSLA Program and Solution to the Crisis
    • Quick Survey - Before we begin...
  • 3
    Chapter #2 - College Funding Journey
    • The College Funding Journey
    • Slides - The College Funding Journey
    • Key Terms - College Funding Journey
    • Quiz - College Funding Journey
  • 4
    Chapter #3 - EFC Calculations (Federal & Institutional)
    • The EFC Calculations (Federal and Institutional)
    • Slides - EFC Calculations
    • Key Terms - EFC Calculation Federal & Institutional Methodology
    • Quiz - EFC Calculation
  • 5
    Chapter 4 - Financial Aid Position
    • Financial Aid Position
    • Slides - Financial Aid Positioning
    • Key Terms - Financial Aid Positioning
    • Quiz - Financial aid Positioning
  • 6
    Chapter 5 - College List & Paying for College
    • The College List and Paying for College
    • Slides - College And Paying for College
    • Key Terms - College List & Paying for College
    • Quiz - College List and Paying for College
  • 7
    Chapter 6 - College Saving Plans & Special Situations
    • College Saving Plans & Special Situations
    • Slides - College Saving Plans and Special Situations
    • Key Terms - College Saving Plans & Special Situations
    • Quiz - College Saving Plans
  • 8
    Chapter 7 - Award Letters & Appeals
    • Award Letters and Appeals
    • Slides - Award Letters and Appeals
    • Key Terms - Award Letters & Appeals
    • Quiz - Award Letters
  • 9
    Chapter 8 - Student Loans & Debt Structure
    • Student Loans and Debt Structure
    • Slides - Student Loans and Debt Structure
    • Key Terms - Student Loans & Debt Structure
  • 10
    Chapter 9 - In College, Transfers & Intro to Repayment Methods
    • In College and Transfers
    • Slides - In College, Transfer & Intro to Repayment
    • Key Terms - In College, Transfers & Intro to Repayment Methods
    • Quiz - In College and Transfers
  • 11
    Chapter 10 - Educational Tax Strategies
    • Educational Tax Strategies
    • Slides - Educational tax Strategies
    • Key Terms - Educational tax Strategies

College Funding Training Course

Differentiate yourself from the other advisors. Add a new expertise that will attract and retain clients.

Software Solutions that Compliment Your Training

PayForED is the only company that has both the training and software in one place for college funding and student loan repayment.

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Software Solutions that Compliment Your Training