Student Loan Repayment and Forgiveness Training for Tax Preparer Professionals

New legislation requires that IRS Tax Data will directly feed the student loan repayment and FAFSA systems starting Mid-2023. People's 2022 tax filing will be critical to the loan repayment restart and FAFSA going forward..

  • New Revenue

    Add consulting service that compliments current tax business

  • Law Changes

    Better tax planning is required due to the IRS data link to loan repayment and FAFSA system

  • High Demand

    With the repayment restart on 1/1/2023, good advice will be in high demand

PayForED's Solutions Make It Easy to Implement

A Single Resource with Training, Software, and Outsourcing to help you get started.

Earn While You Learn

Earn over 13 Continuing Education (CE) Credits for CFPs and various other financial designations.

  • SLRA Designation Training Program

    13+ CFP CEs

    The course is divided into two sections: Student Loan Repayment and Student Loan Forgiveness. With this information, you will be able to help families avoid excessive student loans and provide strategies to properly pay their student loans back while evaluating loan forgiveness opportunities.

  • Case Studies and Monthly Webinars

    Additional CFP CEs

    To maximize your learning experience, we have case study programs on student loan repayment, forgiveness, and employee student loan assistance benefits after the completion of the course. As an SLRA, we hold monthly webinars on current topics to help you stay informed.

  • Marketing Material, Alerts, and Newsletter

    Receive 3 PowerPoint presentations for your marketing and speaking engagements. Advisors will be nationally recognized as an expert on our website. You will receive Financial Aid Alerts and monthly information that will keep you the most up to date in the industry.

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Course curriculum

    1. Introduction Message From Instructor

    1. Introduction to CFSLA Program

    2. Slides - Introduction to the CFSLA Program and Solution to the Crisis

    3. Quick Survey - Before we begin...

    1. Chapter Overview & Key Terms - College Funding Journey

    2. Slides - The College Funding Journey

    3. The College Funding Journey

    4. Quiz - College Funding Journey

    1. Chapter Overview & Key Terms - EFC Calculation Federal & Institutional Methodology

    2. Slides - EFC Calculations

    3. The EFC Calculations (Federal and Institutional)

    4. Quiz - EFC Calculation

    1. Chapter Overview & Key Terms - Financial Aid Positioning

    2. Slides - Financial Aid Positioning

    3. Financial Aid Position

    4. Quiz - Financial aid Positioning

    1. Chapter Overview & Key Terms - College List & Paying for College

    2. Slides - College And Paying for College

    3. The College List and Paying for College

    4. Quiz - College List and Paying for College

About this course

  • $845.00
  • 67 lessons
  • 13 hours of video content

SLRA Training Course Price

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

Additional Products

Other Solutions That Compliment Your Training

PayForED's Award Winning Software

Our 3 in 1 Advisor Platform Makes It Easier to Provide Better Answers

Our Student Loan Repayment Tool provides the 126 repayment options in one place for married couples. You also have access to college planning and graduate school solutions.
Learn More

Outsourcing & Consulting Options

An Easy Way to Get Started or Just Added It to Your Services

PayForED helps you get started with our outsourcing option. It helps you learn how to implement it into your practice quickly. For others, it may be a way to offer this service that complements your tax business.
Discover How

Student Loan Assistance Benefit

The new benefit that companies will be adding to attract and retainn talent

Our employer platform helps employers offer this new benefit efficiently with cost controls and flexible options.
Learn More