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CSLP Student loan advisor course

The Student Loan Advising Course

The CSLP Program is the most comprehensive training tool for financial advisors who need to know how to accurately advise clients with student loans.

Key Features

  • 4 Courses and 40+ modules
  • 41 Hours of Presentations
  • Online support
  • Client ready forms & documents
  • Loan calculators and spreadsheets
  • Additional reference resources
  • Self Paced & viewable on tablets
  • Indexed videos for easy navigation
  • Use it continuously throughout the year

Powerful, Learning & Reference Resource

The CSLP Program is more than an educational course. It’s a resource that you will use for reference year over year as we update the content. Your annual CSLP membership keeps you informed and armed with valuable knowledge for your clients.


The CSLP provide helps you understand how to analyze a client’s loan programs and create a comprehensive plan that includes repayment within the scope of their overall financial plans and goals.

Through the course, you’ll learn that clients may need to make adjustments in their student loan strategy as their life changes. Early career professionals have different needs, incomes, and goals than those who may be 10 or more years into their work.


The program also helps advisors understand how to help those who may be facing temporary challenges of high loan payments in the start of the professions. This can enable the client to free needed cash flow at critical times.

Financial advisor training with the CSLP

Program Organization and Content

Made For Financial Advisors

This program is for financial professionals who work as planners, tax advisors, and investment managers. It is also for financial advisors who are seeking to deliver the best possible advice to their clients who are repaying student loans.

Program Modules

IBRChartBloomberg

This module provides a framework for understanding and comparing Income-Driven Repayment plans. It will detail the features and eligibility requirements of each IDR plan, as well as relevant procedural considerations.

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CSLP Program for Financial Advisors on Federal Student Loans

This module identifies and explains all of the present and formerly available Federal loan programs. It will address key areas that may also be relevant to clients with pre-existing loans and their future trajectory.  

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The CSLP Advising Process

This module provides an overview of the major elements associated with conducting a client consultation, analysis and presentation

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Teach program mismanagement

This lesson provides an overview of the student debt problem and how it has evolved over the last decade. This content is useful in general presentations to a broad market about the importance of professional help.

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CSLP Managing the NSLDS

How to retrieve student loan data from the National Student Loan Data System. Understanding the features of the system including downloading data. Instructions for advisors and their clients.

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CSLP Program module on private student loans

This module addresses the positive and negative aspects of private student loans. It helps advisors provide critical decision making information for borrowers when considering refinancing.

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CSLP 100 – Introduction To Student Loan Finance

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CSLP 100 – Introduction To Student Loan Finance

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CSLP 200 – Income Driven Repayment Plans

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CSLP 200 – Income Driven Repayment Plans

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CSLP 300 – Student Loan Repayment In Tax & Financial Planning

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CSLP 300 – Student Loan Repayment In Tax and Financial Planning

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CSLP 400 – Advising Clients - Student Loan Cases

The case study examples contain over 7 hours of presentations illustrating the advising process of a variety of hypothetical clients. The presentions take the process from end-to-end and cover the identification of client goals, analysis of options, and presentation of solutions. Each case ends with a financial presentation of the cost benefits.

Cases include:

CSLP 400 – Capstone (Case Study Analysis)

The case study examples contain over 7 hours of presentations illustrating the advising process of a variety of hypothetical clients. The presentions take the process from end-to-end and cover the identification of client goals, analysis of options, and presentation of solutions. Each case ends with a financial presentation of the cost benefits.

Cases include: