The CSLP® Advising Program (13 CFP CE Available)

The Student Loan Advising Course for Financial Planners

The CSLP® (Certified Student Loan Professional) Program offers specialized training for financial advisors to integrate student loan repayment planning into a master financial plan.

• A comprehensive online curriculum guides the advisor through all the repayment plans, loan program qualification, forgiveness rules, deferments, consolidations, specialty grant programs for various professions, and additional topics.
• The CFP Board will provide 13 CE for the successful completion of the program.
• Case studies provide example walk-throughs on advising for various complex loan scenarios, such as a married couple who work in healthcare, each with their own set of loans. The case studies provide details on necessary client intake steps, a review of client goals, an explanation of their options, and a discussion of benefits.
• Learn how to assess client scenarios and make appropriate recommendations based on their available repayment options.
• The program also includes additional time-saving documents used in the client consultation.

FPA Advantage

• This is a specialty designation for financial planners, investment advisors, and tax professionals who wish to advise clients on student loan repayment matters.
• The program helps advisors make accurate repayment recommendations based on the totality of the client's financial plans and goals.
• The program trains participants to analyze available repayment plans based on the client's economic situation and assist in their adjustments.
• The program illustrates the advising analysis and recommendation process through multiple 'walk-through' case studies.

Benefits

CSLP® Program Benefits for FPA Members:

• FPA Members save $175 off the complete Certified Student Loan Professional (CSLP®) program bundle.
• Upon completion, participants continue to receive access to all subsequent content updates.
• Membership in the private CSLP® community form for knowledge exchange, member collaboration, and clarifications on Department of Education program matters as they occur.
• CSLP advisors also may optionally participate in the published directory of active professionals.
• Access to subject matter experts for consulting and support resources on your student loan cases.
• Discounts, as available on additional programs.