College Funding and Student Loan Training

Earn the CFSLA Designation

Comprehensive Training For College Affordability and Loan Repayment

The PayForED College Funding and Student Loan Advisor Training provides financial advisors and tax preparers the knowledge they need to answer questions on college affordability, student loans, and repayment.  With this information, financial professionals can provide a holistic approach to the student debt crisis.  This training helps families avoid excessive student loans.  Most consumer do not realize that the debt structure will detemine their student loan repayment and forgiveness options.

Training Content & Features

FINRA Listed Designation

Follows the FINRA rules as a listed designation for financial professionals.

College Funding Strategies

Learn the different financial aid positioning strategies and be able to compare colleges easily

Get Listed As a Certified Advisor

Upon completion of the requirements  the advisors will be listed on the CFSLA Find the Advisor Page

CFP Quality Partner Provider

Earn over 24 CFP CE credits with the completion of the course.

Student Loan Repayment

Understand the various repayment and forgiveness strategies.  Enhances client loyalty due to increasing complexity. 

Helping Advisor Stay Current

Additional material and training will be available to help advisor stay current and be able to promote your service

The College Funding and Student Loan Advisor Training Course Structure

Answers That Evolve Through the Entire Decision Process

College Funding Training

  • Financial Aid Positioning
  • College Affordability Strategies
  • Proper Debt Structuring
  • Planning to Graduation
  • Graduate School Planning
  • Tax Planning Strategies

Loan Repayment Training

  • Loan Repayment Methods
  • Loan Forgiveness Strategies  
  • PSLF Limited Waiver 
  • Loan Forgiveness & Taxes
  • Married Couples Planning
  • Parent PLUS Strategies

PayForED is your single resource for financial professionals to grow your college funding and student loan repayment business.


We Make It Easy!

  • Comprehensive training and ongoing updates to help you deliver a premium service.  PayForED has been a CFP Quality Partner since 2018

  • Award-winning software that helps advisors properly analyze each client’s situation.  This includes individual solutions and a company student loan assistance benefit platform tool.

  • An outsource option for advisors that helps you get started or to handle your more difficult cases.

Become A CFSLA and Provide College Funding & Student Loan Repayment Answers

Only $1,395.00 – Earn 24+ CFP CEs

Other Requirements to be a College Funding and Student Loan Advisor (CFSLA)

  • Two years of industry experience in financial services OR a Bachelor’s degree from an accredited college or university

  • Hold a license and/or registration in a regulated financial services industry (brokerage, investment adviser services, insurance, CPA, EA) and in good standing based on PayForED’s review.

  • Earn 10 CE credits every two years on financial-related topics – student loan repayment, college funding, personal finance and taxes after the first year.

Find out how PayForED can help transform your practice.

Complete the form below and we’ll be in touch soon.