Student Loan Repayment Advisor (SLRA)Training
Earn SLRA Designation
- Student Loan Repayment Strategies
- Optimize Student Loan Forgiveness Opportunities
- Earn over 13 CFP CE credits
- Includes Updates for SECURE 2.0
- SLRA Designation is FINRA Listed
The Training You Need to Grow Your Business
The PayForED Student Loan Repayment and Forgiveness Training provides financial advisors and tax preparers the knowlodge they need to add this service to their current business. Based on new legislation and repayment trends this will be a new service that clients will be seeking due to higher cost of education and growing student debt crisis.
Training Content & Features
Comprehensive Learning
Each chapter has an description of chapter learning, key terms, slides for notes, and videos.
Loan Repayment Strategies
Learn the different repayment methods and strategies to optimize the client outcomes.
Get Listed As a Certified Advisor
Upon completion of the requirements the advisors will be listed on the SLRA Find the Advisor Page
Navigate PSLF Rules
Public Service Loan Forgiveness can deliver significant savings if you understand the rules and strategies
Student Loan Assistance Benefit
Financial advisors will need to learn how this new company benefit will impact other client financial goals
Helping Advisor Stay Current
Additional material and training will be available to help advisor stay current and be able to promote your service
The Student Loan Repayment Advisor Training Course Structure
Loan Repayment Training
- Trends & Business Model
- Repayment Methods
- Grad School & Loan Data
- Repayment and Taxes
- Case Study and Client Stages
- Loan Forgiveness Introduction
- Parent Plus Strategies
Loan Forgiveness Training
- Repayment Review
- Public Service Loan Forgiveness (PSLF)
- PSLF Limited Waiver & TEPSLF
- Other Loan Forgiveness & Taxes
- Student Loan Assistance Benefits
Become A SLRA Advisor and Provide Student Loan Repayment & Forgiveness Answers
Only $995.00 – Earn 13+ CFP CEs
Other Requirements to be a Student Loan Repayment Advisor (SLRA)
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.
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