CSLP ® Program Content

Program Organization and Content

The CSLP Program consists of four primary courses each with sub modules. Click the boxes below to see the course presentations. The total run time of all presentations is approximately 41 hours. They are self paced and can be completed in any order.

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.

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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.

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