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The CSLP Program

A Professional Training Program For Financial Advisors
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 CSLA Board of Standards (CSLA BOS). The CSLA BOS is a 501c3 non-profit organization whose mission is to reduce the impact of student debt on the long-term finances of student loan borrowers.

Accreditation

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

Participation Requirements

The Certified Student Loan Professional (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 full-time work in a financial services role such as tax, planning, insurance, investments or:
  • A bachelor’s degree in finance or closely related field of study
The Course Lessons

The CSLP courses 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. The course material also provides a library of case studies to illustrate actual advising sessions of clients in a variety of situations with different loan types and amounts. Other sections cover laws and qualifications relating to participation in each plan. 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.

Course Delivery

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

Course Fees

The current CSLP program fee is $895.00 for the first year and includes the initial exam fee. Annual certification renewal is $200 and includes the recertification exam.

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.

Credits From Other Organizations

The CSLA BOS believes financial professionals with the CSLP designation should be current on the most recent regulatory changes in financial aid. For this reason, we require the completion of all new material as part of their annual renewal process.

In addition, most state CPA Boards grant 30 hours of CPE Credits for the 2 semester long college credits (check state requirements). There is no additional charge for the college credits.

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