The CSLP® Program for financial professionals

A comprehensive course on how to advise clients with student loans


The CSLP Program



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.

The CSLP Program Overview

Watch The Course Preview

CSLP Student loan advisor course
Sample of more than 30 sessions

Featured Program Content

Advising Medical Professionals with Student Loans

Advising Medical Professionals with Student Debt

This 1.5 hour presentation provides insights and strategies on options for helping your clients with student loan debt. 

Case studies in the CSLP program

Case Studies of Advising Sessions

Walk through an entire advising session from the initial client discovery (goals, problems, present situation, future projections) through to the optimal strategy. See the client action steps and the before/after results of the student debt analysis.

Income Driven Repayment Calculations

Accurate calculation and future payment estimates are critical to the advising process.  Learn where the traps are and how to solve.


Patti Hughes, CFP, CPA, MSA, CSLP

Patti Hughes, CFP, CPA, MSA, CSLP

Patti is President of Lake Life Wealth Advisory Group in Chicago, IL.  She works with clients across the U.S. and is featured on our podcast series. 

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Meagan Landress CSLP

Meagan Landress, CSLP

Meagan practices out of Atlanta, GA and focuses exclusively on clients with student debt. 

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Stephen Caplan, CSLP

Stephen is a financial advisor working out of the Boston, MA area.

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David Hessel, CLTC, CSLP

David is a financial advisor with Global View Capital Advisors in Waukesha, WI and a long term care specialist. He recently joined us on the podcast to talk about his focus on student loan advising.

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Get Started Helping Your Clients

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.


    • Financial professionals who obtain the CSLP designation demonstrate a depth of knowledge about financial aid and student loan repayment options within the context of personal financial and tax planning.
    • The CSLP (Certified Student Loan Professional) designation is administered and issued by the Certified Student Loan Advisor Board of Standards (CSLA BOS) and distributed under the accreditation of the WASC and the California State University system in partnership with Humboldt State University.
    • Financial professionals who hold the CSLP destination will be uniquely positioned for the 43 million student debtors as having completed the required training to assist with making complex repayment decisions and the impact of those decisions on their personal and financial goals.


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.