College Funding A Comprehensive Course

We believe that college funding is a series of financial decision that requires proper planning and is custom to each student and family.

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.

Course curriculum

    1. Introduction Course from Instructor

    2. Quick Survey - Before we begin...

    1. Slides - CFSLA Course Introduction, Approach & Trends

    2. CFSLA Course Introduction, Approach & Trends

    3. Key Terms - CFSLA Course Introduction, Approach & Trends

    4. Quiz 1 - CFSLA Course Introduction, Approach & Trends

    1. Slides - Navigating the College Financial Journey

    2. Navigating the College Funding Journey

    3. Key Terms - Navigating the College Financial Journey

    4. Quiz 2 - Navigating the College Financial Journey

    1. Slides - Financial Aid Calculations SAI -Federal & Institutional Methods)

    2. Financial Aid Calculations SAI - Federal and Institutional Methods)

    3. Key Terms - Financial Aid Calculations SAI - Federal & Institutional Methods)

    4. Quiz - Financial Aid Calculations (EFC/SAI Federal & Institutional Methods)

    1. Slides - Financial Aid & Types of Cost

    2. Financial Aid & Types of Cost

    3. Key Terms - Financial Aid & Types of Cost

    4. Quiz 4 - Financial Aid & Types of Cost

    1. Slides - Academic Positioning & College Affordability

    2. Academic Positioning and College Affordability

    3. Key Terms - Academic Positioning and College Affordability

    4. Quiz - Academic Positioning and College Affordability

About this course

  • 10 hours of video content

Keeping You Up To Date

Our goals is to help become a thought leader and stay there

  • Access to the CFSLA Resource Library

    At the completion of the course, the advisor gets access to PowerPoint presentations, recording of monthly meetings, additional case study training videos and some additional CFP CE courses

  • Advisor Monthly Meeting & Financial Aid Alerts

    The advisor is invited to our monthly meeting that covers current topics, software changes, and open discussion. Financial Alerts are issued so that you are first to know on major changes to college funding and student loan repayment

Get The Training to Grow Your Business

Become A Thought Leader

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.

Learn More