Student Loan Repayment Advisor (SLRA)Training

Earn SLRA Designation

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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