The CSLP training program is one of the best that I’ve seen. As someone who has taken and passed the CFP, CLU, and ChFC exams, I am a firm believer in being well-trained to provide your clients with the right advice. The CSLP program is practical, interesting, and prepares participants for tackling one of the greatest concerns that today’s client has–what to do about those student loans.
I just completed CSLA’s Certified Student Loan Professional course. I am a CPA and CERTIFIED FINANCIAL PLANNER, but I did not have the knowledge to properly advise my clients with significant student loan debt. This course provided a great deal of valuable content including the various repayment plans, loan forgiveness programs, and tax issues that have helped me to properly address my client’s concerns. I feel that anyone advising clients with significant student loan debt should take this course.
The CSLP courses give us tools and in-depth education to provide clear and objective solutions to borrowers. Mastering this information gives us a competitive edge in a very competitive market. More importantly, this skill set empowers us to do good. Our purpose as financial advisors is to help our clients get to where they want to be. We simply cannot do that without helping them to tackle their biggest concern – their student loan debt.
The CSLP curriculum has given our clients and me the confidence and certainty to build student loan repayment strategies, investment strategies, insurance strategies, and retirement planning strategies.
With the student material, the exam, resources, technologies, software, and support of the CSLA material and team, I feel confident that I will be a major resource to clients struggling with student loan debt. It is crazy to look back on the clients I was advising prior to this designation and recognizing how my investment and insurance recommendations actually impacted their loan repayment without me even knowing at the time!
Until I enrolled in the CSLP program, I did not possess the ability to educate and advise them on this topic. Now that I have completed the CSLP course and certification exam, I have the specialized knowledge required to help student loan borrowers choose the best repayment option for them. Perhaps more importantly, I now understand how the various repayment options fit into more comprehensive financial plans. I believe this skillset gives me a huge advantage over most of my peers when it comes to attracting the next generation of financial planning clients. I was impressed with the quality of the content. In particular, the case studies were incredibly useful. There is so much information to digest, but the case studies helped me piece everything together. Overall, I am very pleased with my decision to enroll in the CSLP course and earn the designation.