Certified Student Loan Advisors Institute

Student Loan Advocacy, Professional Advising & The CSLP certification program

The mission of the Certified Student Loan Advisors Institute is to help borrowers and their financial advisors make fully informed decisions about student loan repayment within the context of a comprehensive financial plan.  We accomplish this in part, through professional education for financial advisors, accredited through Cal Poly Humboldt, a campus of the California State University system.  A list of certified (CSLP) financial advisors who have earned the designation can be found here.

The CSLP® Program For Financial Professionals

The Certified Student Loan Professional program is an online course and certification for licensed financial professionals. It helps advisors to accurately advise clients about student loan repayment within the scope of their financial goals. We have accreditation through Cal Poly Humboldt, a campus of the California State University system.

  • Four master courses
  • More than 40 hours of presentations
  • Loan analysis calculators
  • Client forms and checklists
  • Additional reference resources
  • Self Paced & viewable on tablets
  • Comprehension checks
  • CE Credits
  • Click to learn about optional college credits
  • Accredited program
  • Private advisor forum
  • Online support
  • Client support resources
  • Free promotion of your business
  • Be our podcast guest
  • Blog contributor & cross promotion

Resources For Student Loan Borrowers

We help student loan borrowers through online educational programs (webinars, blog posts, courses) that inform about good practices in loan management and the importance of using qualified professionals.
  • No-cost borrower content provides basic information about proactive student loan management.
  • Borrowers can review detailed background information about qualified professionals to assist with their repayment planning and financial plans.
  • Free access to our problem solver tool. This provides basic direction on what actions to take in case of default or financial hardships. (not a replacement for professional guidance)
  • Student loan repayment seminars to guide borrowers in making key decisions in conjunction with their financial professional.

How We Help Financial Professionals

  • Our four-part course is offered in partnership with Cal Poly Humboldt, a member of the California State University system
  • The CSLP™ professional designation, approved as an accredited designation by FINRA, co-issued by Humboldt State University (licensure requirement, professional student loan education, competency-testing, continuing education requirement, and adherence to fiduciary standard of care).

How We Help Borrowers Find Qualified Advisors

  • Providing educational resources to help consumers with student debt make the most appropriate financial decisions about loan repayment
  • Connecting consumers with qualified professionals with knowledge of financial planning, taxes, investments and student loan repayment
  • Creating national outreach programs to inform the general public about the range of student loan issues affecting the U.S. economy; avoiding student loan scams; understanding legitimate options for relief, and more about financial literacy.

Comprehensive Programs on Student Loans

The CSLP For Financial Professionals

The CSLP Program is the leading course training financial professionals how to deliver student loan advisory services. Complete the program, earn the CSLP designation, use the continuing support year after year.

The CSLP Student Loan Course For Borrowers

Dedicated content and webinars to help borrowers to fully understand their loans and how to solve student loan problems. It doesn’t replace the need to have professional guidance, but can provide general recommendations from our team of experts.
Humboldt State University

The Cal Poly Humboldt School of Business has aligned with the Certified Student Loan Advisors Board of Standards (CSLA BOS) to provide advanced education and certification to students on a career track in financial and tax advising. 

Through this joint effort, CSLA BOS will assist in the delivery of education courses, proctored examination, and the Certified Student Loan Professional designation.

Become a Certified Student Loan Professional

Provide the best possible advice to your clients

Submit the form and choose your interest type: Financial professional or student loan borrower.

We’ll make sure you receive more information through a series of emails about our programs and services.

For student loan borrowers seeking more information, we recommend you find a CSLP through this link.

Learn more about our programs