CSLP Program - Student Loan Advisor Training
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Frequently Asked Questions

We have divided the FAQs into different sections to make it easier for you to find the information you need. 

Program Mechanics

Program Content

That depends on the time you commit to learning. On average, most complete the course and exams within 4-5 weeks. 

Yes, you have 6 months to complete which means to pass the final comprehensive exam.

You may purchase an access extension for an additional 4 months of time to complete. Select the Enroll or Renew menu item to extend.

Anyone can participate in the program. To hold the CSLP® you must have: An active financial license such as a CFP, CPA, EA, ChFC, CFA or state insurance license.This is requested at time of purchase. If you are in the process of obtaining on of these, you will need to notify us with you license information. When you obtain licensing, you will be granted the CSLP® designation. If you do not have a financial license, you will be granted a Certificate in Student Loan Planning along with individual certificates of complete for the four course courses in the program.

Complete the 'mini-exams' in each course. These are preparation for the comprehensive final exam which is remotely proctored. After successful completion of all exams, the certifications are awarded.

The exam is delivered online but with several steps similar to the process at a testing center. - ID verification is required - No phone or other materials are allowed. - There is a time limit - You cannot use the Internet for searches - only for the login and test answer submission Participants login to the monitoring center and verify via camera that there are no aids present.

There is a scheduling section at the end of the CSLP 400 module (Case Studies). Register here. You will have 30 days to take the proctored comprehensive exam. If you do not attempt the exam, there is a reschedule fee. Exams can be rescheduled by ordered from the "Enroll/Renew" menu item.

70% is the passing grade for all exams. The individual course exams are open book and can be re-taken until you pass. The final, comprehensive exam can be re-taken if you do not pass. There is a re-take fee which can be ordered from the "Enroll/Renew" menu option. Once you order the re-take, you may restart the exam at any time.

As of 2026, the first time pass rate is 73%

Expired designations are subject to late renewal fees. Expirations over 60 days late may include additional reinstatement fees and completion of the comprehensive final proctored exam. If you are over 6 months late, you are subject to a repurchase of the program at a discounted rate of 50%. Please contact support for details and to determine your next steps.

No, not advised. Retakes cost $150 each. This requirement is based on our experience. Completing the course positions you with the best chance of success with the final comprehensive exam.

We offer group discounts for 5 or more participants. The discount must be purchased as a minimum of 5 registrations. We will assign course registrations to the individuals when they are ready to start.

Yes, we are approved by the CFP® Board to offer 13 credits upon program completion. Please check with you state regulations.

All exams are multiple choice. The individual course exams have 50 questions. The comprehensive final exam has 100 questions. It covers case analysis which is the primary job an advisor will have with clients - evaluation, analysis, and recommendations.

After passing the final exam, you will have 1 year to access to all material and updates. There will be a renewal exam due by the end of your annual term which starts the day you have completed the final exam.

The renewal exam is required to continue to hold your certifications. This is a 25 question multiple choice exam covering any new program updates and some refresher content. It is not proctored.

Your expiration date is found on your certificates. Please mark your calendars to renew before it expires. Late renewal fees can apply. 

Multiple renewal reminders are emailed to the registered email address on file approximately 60 days before expiration and at other intervals.

You may renew by ordering on our website under the menu item "Enroll/Renew" and choosing "annual renewal".

As long as you are active (having completed renewals and exams) you may publicly display your certificates and hold yourself out according to the credential you hold. You may include the certificates in email, presentations, and social media platforms.

You must submit an ethics statement at time of program purchase and update it at certification time for any changes or disclosures. You are required to maintain business information on file.

Each course completed provides a certificate of completion from CSLA:

  • Introduction to Student Loan Planning
  • Advanced Student Loan Programs
  • Profession Specific Advising
  • Student Loan Case Study Analysis

Successful completion of the Comprehensive Final Exam results in the CSLP designation for those with financial licenses

All program participants who complete the Comprehensive Final Exam also receive the Certificate in Student Loan Planning 

We update the material as new information is available and to make other improvements in the course. A notice of change is published at the top of the lesson list in each module.

Look in your learning portal. There is a 'master resource' folder.

 

Click Here to send a support request. Responses will be provided within one business day in the order they are received.

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