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  • Comprehensive Loan Repayment Training

    7 CFP Approved CEs

    The course provides tested strategies and insights to create student loan repayment plans. Be able to provide the advice that the student loan servicers legally cannot provide by bringing repayment and personal finance advice together.

  • Increase Demand For This Advice

    With new student loan repayment legislation, financial advice will need to have a better understanding of repayment and forgiveness strategies. These new laws will impact both their individual clients and corporate customers.

Course curriculum

    1. Introduction Message from Instructor

    2. Slides - Introduction to Student Loan Repayment Essentials

    3. Creating an FSA ID

    4. Downloading Federal Student Loan Data

    5. Federal Loan Consolidation Process

    6. Completing the PSLF Employment Form

    7. General Case Study and Approach

    1. Chapter 1 Overview and Key Terms (Trends & Business Model)

    2. Slides R1 - Student Loan Repayment Trends and Business Model

    3. Video - Student Loan Repayment Trends and Business Model

    4. Quiz R1 - Student Loan Repayment Trends and Business Model

    1. Chapter 2 - Overview and Key Terms (Loan Repayment Methods)

    2. Student Loan Repayment Rule Grid

    3. Slides R2 - Student Loan Repayment Methods

    4. Video - Student Loan Repayment Methods

    5. Quiz R2 - Student Loan Repayment Methods

    1. Chapter 3 - Overview and Key Terms (Graduate School, Data Sources & Approach)

    2. Slides R3 - Graduate School, Data Sources & Approach

    3. Video - Graduate School, Data Sources & Approach

    4. Quiz R3 - Graduate School, Data Sources & Approach

    1. Chapter 4 - Overview and Key Terms (Student Loan Repayment and Taxes)

    2. Slides R4 - Student Loan Repayment and Taxes

    3. Video - Student Loan Repayment and Taxes

    4. Quiz R4 - Student Loan Repayment and Taxes

    1. Chapter 5 - Overview and Key Terms - Refinancing, Parent PLUS & Planning Stages

    2. Slides R5 - Refinancing, Parent PLUS & Planning Stages

    3. Video - Refinancing, Parent PLUS & Planning Stages

    4. Quiz R5 - Refinancing, Parent PLUS & Planning Stages

About this course

  • 6 hours of video content

Software Solution and Consulting Option

PayForED is the only provider with the training, software, and consulting services in one place. We make the learning curve and implementation easier.
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