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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
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
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
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
CSLP Retake Fee

CSLP Annual Renewal For Existing Designees

$ 275
  • 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.
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.

CSLP Exam Retake

$ 150
  • Retake the CSLP Exam if you didn't make 70% on your first attempt.
  • Once ordering, you may proceed by reconnecting with the exam proctor.
CSLP Program Fees

CSLP Reinstatement Fee

$ 525
  • If you fail to renew after 60 days, this fee includes a late fee and the annual renewal fee

CSLP Course Extension Fee

$ 425
  • If you need additional time to complete the program and certify, this extension adds 4 months of access to the course material
  • Additional extensions are not available beyond 10 months

Coming Soon

CSLP Program Fees

Annual Renewal (CSLP)

$ 275
  • Renew and re-certify to maintain your CSLP
  • After payment your exam link will be sent

Coming Soon

** The CSLP® 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 still receive certificates of completion upon completing the exams. The CSLP® 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.