The CSLP  certification examination is designed to assess your knowledge and ability of student loan repayment planning and advising.  Passing this exam demonstrates to the public that you are competent to provide advice and planning services about student loan repayment in the context of a client’s personal financial goals.

The CSLP exam is a rigorous, comprehensive test of the participant’s knowledge of student loan programs and how to advise clients about the ongoing management of their loans. The exam consists of 90 multiple choice questions based on the content found in the course modules found here

The course content includes a number of case studies exemplifying common scenarios a financial advisor may encounter. The exam will present a series of questions based on case information that includes loan amounts, interest rates, loan types, family size, and location.

Participants must pass the exam with a minimum score of 70% within the 2-hour time limit. The cost of the exam is included in the initial program fee. In the event a participant needs to retake the exam a $150 fee will apply. Retakes may occur after a 7-day waiting period.


The CSLP Exam is a 2 hour online proctored text. It is strongly recommended that you complete the CSLP course before registering for the exam. You may register for the exam within the first six months after purchasing the CSLP Course. The exam fee is included in the initial course fee. Beyond six months you will be required to pay a $150.00 exam fee.

To register, message the CSLP administrator within the CSLP Course. You will receive exam instructions within 1 business day.

To sit for the exam, a participant must complete all of the material in the course including presentations, quizzes, and document reviews.

Exam Content

To review the exam content subjects, weighted question percentages and number of questions, please click here.

Request Live Proctor

The CSLS BOS recognizes that the preferred method of proctoring may not be allowable for all candidates. In the case where a student does not have access to the proper resources (supported computer, web camera, etc) or due to security settings on their computer established by employers, the CSLA BOS has created an alternative means of proctoring the final exam.

CSLP candidates may opt to take the final exam from any test center that offers exam proctoring of their choice. Examples of proctoring centers include:

  • Public Libraries
  • College testing centers
  • Private testing centers
  • High School testing centers

Candidates that opt to have the exam proctored in a live setting may have to pay additional fees to the alternative proctoring service. In order to complete the final exam with a live proctor, CSLP candidates will need to complete CSLP exam alternate proctoring request form. The following guidelines apply when using a live site proctor.

  1. Proctors must be impartial parties who have no established relationship with the exam participant. Established relationships that disqualify a person from serving as your proctor include friends, relatives, employers, work associates, supervisors, or fellow students.
  2. Valid proctors may include certified librarians, military education services officers, embassy representatives, and school officials (such as principals, deans, or guidance counselors).
  3. Proctors must have a valid email address and web access and must be willing to verify their identity with our proctor service and the CSLA Board of Standards.
  4. You are responsible for any additional fees charged by the live proctor and/or the facility.

To request approval for a live proctor session, contact the CSLP Administrator from within the CSLP Learning Management System.


Participants are expected to renew their certification annually by completing a shorter non-proctored exam. This will be based on existing and any new material released during the past year.