Courses
CSLP 300 – Student Loan Repayment in Tax & Financial Planning
$450
This module in the CSLP Program covers areas around tax and financial planning for student loan borrowers. It illustrates how to conduct the advising sessions and make appropriate recommendations based on the client’s loan and financial situation. CSLP 300 is part of a comprehensive program helping advisors make recommendations for clients to solve repayment programs, create better repayment plans, restructure cash flow to be used for other purchases, and to better accomplish client goals.
The CSLP 300 course contains the following presentations:
- 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 clients with business entities
- Financial planning and the use of insurance programs
- Best practices for helping clients with student loan servicer issues
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