College Funding and Student Loans

College Funding Strategies

Helping Your Clients Make Informed College Decisions

Paying For College Is Financial Aid, Educational Tax Strategies, College saving Plans, Student Loans and Student Loan Repayment

Simplify the Process

Understand how to help your client save for college and maximize their financial aid positioning
Cash flow & Minimizing Loans

Using our proprietary database to project future total net cost by college and help maximize their resource to minimize student loans
Paying for College

Have the knowledge and advanced strategies to lower your client's cost of education. College funding is not just financial aid.
PayForED software

The course compliments the PayForED software. A single solution that provides the advisor with the technology to answer and analyze financial questions from college funding through student loan repayment.

1. Program Overview
2. Reasons for selecting the CFSLA Certification Program Survey
1. Course Outline: Financial Aid Overview and Saving for College
2. Program 1 Slides
3. Video 1: Financial Aid Overview and Saving for College
4. Chapter 1 Test: Financial Aid Overview and Saving for College
5. Key Terms: Financial Aid Overview and Saving for College
1. Program 2 Slides
2. Video 2: Paying For College
3. Key Terms: Paying For College
4. Chapter 2 Test: Paying for College
1. Program 3 Slides
2. Video 3: Financial Aid Awards and Student Loans
3. Key Terms - Award Letter and Student Loans
1. Program 4: Slides
2. Video 4: Advanced Tax Strategies, In College and Transfers
3. Key Terms: Advanced tax Strategies, In College and Transfers
4. Chapter 4 Test