College Funding and Student Loan Training Program

Earn Up to 26.5 CFP CE Credits

In a 12 month period

Differentiate Yourself – Reason Why Your Need This Training

  • HNW families need to fund advanced degrees

  • New way to retain assets by reaching the next generation

  • Most young professionals will have student loans

  • Parents are having children later that will collide with retirement planning

  • Your client’s child marries debt

Get the Training and Knowledge

You Need

CFSLA Designation Training

CFSLA Training Course

College Saving Plans

Financial Aid and Enrollment Management

Proper Student Loan Strategies

Loan Repayment and Forgiveness

Advanced Tax Strategies

18 Immediate CE credits at course completion



College Funding Training

College Funding Course

Part 1 of the CFSLA Designation

Financial Aid Positioning

Educational Tax Strategies

Financial Aid & School Gifting

College Award Letters Comparison

11.5 Immediate CE credits at course completion



Student Loan Repayment Training

College is Paid Off Cheer

Student Loan Repayment Course

Part 2 of the CFSLA Designation

Importance of Student Loan Inventory

Income-Driven Loan Repayment (IDR)

Public Service Loan Forgiveness

Student Loan Repayment Tax Strategies

8 Immediate CE credits at course completion