CSLP Program

Start the CSLP Program

Get started with your CSLP®. Give your clients the  BEST possible advice when they have student loan debt. Learn how to create goal-aligned plans incorporating student debt repayment.

CSLP 100 Student loan repayment planning

CSLP 100 – Introduction to Student Loan Repayment

$ 450
  • The impact of debt and borrowing on education and program selection
  • Analysis of the cost of student loan borrower – on consumers and educational institutions
  • Basic considerations of student loan debt vs. conventional consumer debt
  • Federal repayment plans, participation rules, mechanics, interest, and term guidelines
  • Income based repayment plans and how they differ from traditional time based programs
  • Public service loan forgiveness programs, qualifying rules, and issues to avoid
  • Student loan consolidations and public/private refinancing
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CSLP 200 Advanced Student loan repayment plans

CSLP 200 – IDR Repayment Plans

$ 450
  • In-depth examination of IDR Plans
  • Review past and present participation rules
  • Cost comparisons for IDR Plans
  • Differences in interest and payment credit
  • Consolidation positive and negative impact
  • Deferment and forbearance rules
  • Calculating client options & comparisons
  • Individual plan qualifying rules
  • How to advise for an Income Based Plan
  • Bankruptcy and student loans
  • Addressing student loan defaults
  • Advanced public service loan forgiveness
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CSLP 300 Student loan repayment for medical, legal, and business professionals

CSLP 300 – Repayment in Tax & Financial Planning

$ 450
  • Tax considerations, credits and deductions
  • Student loan management in community property states
  • The new Tax Cuts and Jobs Act and its implication on student loans
  • Student loans and home mortgages
  • Employee student loan benefit programs and the financial advisor
  • Income driven repayment programs and the Direct loan consolidation
  • Financial planning and retirement with student debt
  • Financial planning and the use of insurance programs
  • Best practices for helping clients with student loan servicer issues
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CSLP 400 - student loan repayment plan case analysis

CSLP 400 – Advising Case Studies

$ 450
  • Over 7 hours of detailed presentations on example cases
  • Profession specific presentations on advising health care professionals, attorneys, teachers, and business owners
  • Specific case examples of various income levels, family status, and loan status
  • An extensive CSLP Exam Prep module & practice test
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CSLP Retake Fee

CSLP Annual Renewal For Existing Designees

$ 225
  • Annual Renewal Exam & Fee
  • Certifies compliance met
  • Continued access to the latest content
  • Continual participation in CSLP Directory**
  • NOTE: Upon payment, you will receive a link for the exam. You will have 30 days to renew. Past due renewals will include a late fee.
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The CSLP Student Loan Advising Program

Complete CSLP Program Bundle

$ 1495
  • The most comprehensive resource for professional financial advisors who want to make the best decisions for their clients.
  • The CSLP program is the only training program on student loan advising that is aligned with an accredited university.
  • After you complete your designation (CSLP) you have ongoing access to a support community and any new/updated content.
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** The CSLPTM designation is only available to financial professionals with licenses in regulated industries such as financial planning, tax advisory, accounting, investments, and insurance. If you do not hold a verifiable identification number from one of these organizations, you will receive a certificate of completion (CSLC) upon completing the exam. The CSLPTM mark may only be used by those who meet the requirements and remain in good standing, which includes annual renewals, examinations, and verification of credentials.