College Funding and Student Loan Advisor Course

A comprehensive course that expands client relationships and opens up millions of opportunities.

  • College Funding and Financial Aid

    Perhaps the most expensive and vital decision parents and grandparents will make with their children. Get the knowledge you need to help them navigate these crucial financial decisions.

  • Student Loan Repayment and Forgiveness

    With 23 million people in repayment and another 21 million incurring student debt now, the successful financial advisor will benefit from having the knowledge to answer this new financial problem.

Earn While You Learn

Earn up to 26.5 Continuing Education (CE) Credits for your CFP and other financial designations.

  • CFSLA Training Program

    19.5 CFP CEs

    The course is divided into two sections: College Funding and Student Loan Repayment. 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 Study and Quarterly Webinars

    7 Additional CEs

    To maximize your learning experience, we have case study programs on college funding and student loan repayment that complement the course. As a CFSLA, we hold quarterly 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
    Welcome to the course!
    • Introduction Message 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
    • Chapter Overview & Key Terms - College Funding Journey
    • Slides - The College Funding Journey
    • The College Funding Journey
    • Quiz - College Funding Journey
  • 4
    Chapter #3 - EFC Calculations (Federal & Institutional)
    • Chapter Overview & Key Terms - EFC Calculation Federal & Institutional Methodology
    • Slides - EFC Calculations
    • The EFC Calculations (Federal and Institutional)
    • Quiz - EFC Calculation
  • 5
    Chapter 4 - Financial Aid Position
    • Chapter Overview & Key Terms - Financial Aid Positioning
    • Slides - Financial Aid Positioning
    • Financial Aid Position
    • Quiz - Financial aid Positioning
  • 6
    Chapter 5 - College List & Paying for College
    • Chapter Overview & Key Terms - College List & Paying for College
    • Slides - College And Paying for College
    • The College List and Paying for College
    • Quiz - College List and Paying for College
  • 7
    Chapter 6 - College Saving Plans & Special Situations
    • Chapter Overview & Key Terms - College Saving Plans & Special Situations
    • Slides - College Saving Plans and Special Situations
    • College Saving Plans & Special Situations
    • Quiz - College Saving Plans
  • 8
    Chapter 7 - Award Letters & Appeals
    • Chapter Overview & Key Terms - Award Letters & Appeals
    • Slides - Award Letters and Appeals
    • Award Letters and Appeals
    • Quiz - Award Letters
  • 9
    Chapter 8 - Student Loans & Debt Structure
    • Chapter Overview & Key Terms - Student Loans & Debt Structure
    • Slides - Student Loans and Debt Structure
    • Student Loans and Debt Structure
    • Quiz - Student Loans
  • 10
    Chapter 9 - In College, Transfers & Intro to Repayment Methods
    • Chapter Overview & Key Terms - In College, Transfers & Intro to Repayment Methods
    • Slides - In College, Transfer & Intro to Repayment
    • In College and Transfers
    • Quiz - In College and Transfers
  • 11
    Chapter 10 - Educational Tax Strategies
    • Chapter Overview & Key Terms - Educational tax Strategies
    • Slides - Educational tax Strategies
    • Educational Tax Strategies
    • Quiz - Educational Tax Strategies
    • Cumulative Test - CFSLA Paying for College Section
  • 12
    Chapter 11 - Intro & Trends for Student Loan Repayment
    • Introduction and Trends to Student Loan Repayment
    • Slides - Trends in Student Loan Repayment
  • 13
    Chapter 12 - Student Loan Repayment - Loan Inventory
    • Chapter Overview & Key Terms - Student Loan Repayment
    • Slides - Student Loan Repayment Loan Inventory
    • Student Loan Repayment and Loan Inventory
    • Quiz - Student Loan Repayment
  • 14
    Chapter 13 - Student Loan Repayment - Selecting the Best Options
    • Chapter Overview & Key Terms - Student Loan Repayment - Selecting the Best Options
    • Slides - Student Loan Repayment - Find the Best Options
    • Federal Loan Repayment
    • Quiz - Student Loan Repayment - Selecting the Best Options
  • 15
    Chapter 14 - Public Service Loan Forgiveness
    • Chapter Overview & Key Terms - Public Service Loan Forgiveness
    • Slides - Public Service Loan Forgiveness (PSLF)
    • Public Service Loan Forgiveness - PSLF
    • Quiz - Public Service Loan Forgiveness
  • 16
    Chapter 15 - Consolidation and Other Loan Forgiveness
    • Consolidation and Other Loan Forgiveness
    • Slides - Consolidation and Other Loan Forgiveness Programs
    • Key Terms - Consolidation and Other Forgiveness
    • Quiz - Consolidation and Other Loan Forgiveness
  • 17
    Chapter 16 - Student Loan Repayment & Taxes
    • Chapter Overview & Key Terms - Student Loan Repayment and Taxes
    • Slides - Student Loan Repayment and Taxes
    • Student Loan Repayment and Taxes
    • Quiz - Student Loan Repayment & Taxes
  • 18
    Chapter 17 - Summary and Business Utilization
    • Slides - Summary and Business Utilization
    • 17 Summary and Business Utilization
    • Cumulative Test - CFSLA Student Loan Repayment Section
  • 19
    Course Survey and Feedback
    • Before you go... Please complete this short survey to get full credit.

CFSLA Training Course Price

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