A comprehensive self-paced online program on how to create a client’s plan for student loan repayment as part of their overall financial plan. Learn how to avoid costly client mistakes. Case studies explain how to deal with complex scenarios and accelerate your knowledge.
Participants have 24/7 access to a personal content portal containing audio visual presentations, checklists, guides, and other resources to assist in the advising process. When complete, take the CSLP Exam to become Certified.
See the course sections here.
Start the process toward getting your CSLP. Gain valuable knowledge to set your advising practice apart from the rest.
Submit the form and we’ll send you our guide on advising clients with student loans. Consumers are seeking relationships with qualified financial advisors who will become their ‘go-to’ professional for the future.
The CSLP designation is the culmination of more than 25 years of assisting financial planners and borrowers with incorporating student loan repayment into the financial plans. The roots of the designation date back to 2005 and the basis for the content was has been found in training seminars for registered advisor representatives across the US since 2010.
In 2016, the Certified Student Loan Advisor Board of Standards was created with the mission of elevating the level of advice provided to those struggling with student debt. Creating the CSLA BOS allowed for an issuing body to insure those with student loans were being serviced in an ethical and professional manner, while also creating an identifiable credential that could be recognized by those seeking financial assistance with student loan repayment.