The Certified Student Loan Professional program is a specialized course for financial advisors focused on student loan advising for financial professionals. It is designed for financial planners, CPAs, tax preparers, and investment advisors.
With over 45 million student loan borrowers, advisors need to understand the impacts of loan repayment methods on the financial plans of their clients.
Student loan repayment is not as simple as many assume. Many clients will enter into income-based repayment plans which carry with them long-term financial implications. Advisors must understand these programs and their effects on current and future client financial futures.
The CSLP course is CE approved containing over 41 presentations, hundreds of resource documents, knowledge checkpoints, and detailed case studies to illustrate the variety of situations that may be encountered by the advisor.
The program is updated throughout the year with new content and resources added to keep the advisor informed. Advisors complete a specialty designation and maintain access to an online support group and content database.