A Professional Training Program For Financial Advisors

The purpose of the CSLP® program is to train and certify financial professionals in the skills and knowledge needed to competently advise student loan borrowers. The program includes a comprehensive professional development curriculum, an assessment of learning outcomes, and the administration of a standard examination. It also includes a system to monitor and manage the use of the CSLP® mark.

Participation
Requirements

CSLP ® designation is intended for financial professionals providing student loan repayment consulting services. All candidates are subject to a review and verification of their existing credentials and experience. Additional requirements:

  • A minimum of 2 years, verifiable, full-time work in a financial services role such as tax, financial planning, investments, or:
  • A verified bachelor’s degree in finance or closely related field of study from an accredited college or university.

Credits From Other Organizations

In addition, most state CPA Boards grant 12 hours of CPE Credits for the 2 semester-long college credits (check state requirements). College and CE Credits are optional and at an additional charge.

College credits are issued through Humboldt State University, a campus of the California State University system.

Program Modules

The CSLP modules provide information about how to work as an advisor helping clients with individualized approaches to repayment based on present financial status, short and long-term goals, and future earning capacity.

Topics are arranged in 4 primary courses containing over 36 sections. Included are a library of case studies to illustrate complex advising sessions covering a variety of situations with multiple loan types and financial situations. The program also addresses laws and the qualifications for loan program participation. Each repayment plan (current and those no longer offered but that may be active with clients) is covered in detail to illustrate features, risks, and common concerns that may be applicable to clients.

Comprehensive Training For Financial Advisors

The CSLP program insures that advisors are prepared to provide high quality student loan repayment planning advice. It enables advisors to take a broader view of the client’s personal financial situation, their student loans, and future goals to create an optimal repayment strategy. This approach can facilitate a longer-term relationship between the client and advisor.

CSLP
Administration

The CSLP designation is administered and issued by the Board.

The CSLP program is created and managed by a team of financial, legal and educational professionals

Program Delivery

The program is delivered through on online learning management system (LMS) and accessible 24/7. Participants can view audio/visual presentations, access a library of document resources, client advising forms, and current news and research. Progress throughout the modules is tracked and reported for easy monitoring by the participant. Selected sections have quizzes to gauge material comprehension.

Course Fees

The CSLP® program fee is $995.00 until January 31, 2020 at which time it will increase to $1495.00. This includes the initial exam and remote proctor fee. Annual re-certification renewal is $225 and includes the recertification exam. Group discounts for 5 or more advisors are available.

Accreditation

The CSLP is distributed under the accreditation of the WASC and the California State University system in partnership with Humboldt State University.

Exam

The first year CSLP exam is a 2 hour, remotely proctored exam consisting of 90 multiple choice questions on the program material. A 70% passing grade is required.

The renewal exam is a non-proctored, open book exam.

Get Certified Today

The CSLP Program