Sign Up For Your CSLP

The CSLP® Professional Program

A self-paced online course and program designed exclusively for financial professionals focused on how to advice clients with student loans.

This program provides you with the tools and knowledge necessary to deliver high-value services to clients who have student loans. (and there are over 45 million of them out there!)

The course is a series of presentations and resources in 36 sections. Use the presentations as an ongoing resource. Refer back to them at any time to get the answers you need.

Optional: CE Credits. You can elect to receive 23 CFP CE credits which will be awarded after passing the designation exam.

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Immediate Access! Upon completion of your order, you will receive your login credentials to the learning center. Start today. Complete the program and receive your Certified Student Loan Professional designation.

Accredited by FINRA

CSLP Designation

Selected Topics

Client Scenario Case Studies

Pay As You Earn

Income Contingent Repayment

Dual-Earner Considerations

Public Service Loan Forgiveness

Deferments and Hardship

Tax implications of IDR plans

Payment, Interest, Capitalization

Bankruptcy and Loan Forgiveness

Additional Resources

  • Client-Facing Docs & Forms
  • Advisor PDFs
  • Audio Visual Presentations
  • Knowledge Checks
  • Support Forum
  • Digital Certification
  • Member Database
  • Business Development Kit (TBD)