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Major July 1, 2026 Federal Student Loan Repayment Changes
What Financial Advisors Need to Know CSLA Board of Standards | July 2, 2026 Yesterday marked a major dividing line in federal student loan repayment p...
If you are a CFP®, CPA, EA, or other financial advisor, this program has been designed specifically for you. This program will help you gain unique and valuable knowledge to help YOUR clients integrate personalized student loan repayment strategies.
Avoid making critical mistakes with clients who are repaying student loans.
Create more effective repayment strategies for your clients.
Establish a new and unique niche for your financial service practice.
The Certified Student Loan Professional program is a comprehensive online program structured in four audiovisual learning modules.
A self-paced program and specialty designation for financial planners and tax advisors who want to know how to advise clients with student loans.
Choosing to get my CSLP® was one of my best decisions. I had been helping clients with student loans for about 4 years before I knew about the CSLP program and I thought I pretty much knew it all. Not even close! I learned so much from this program and it has helped me to help so many more people. I have gained many new clients who found me by searching the database on the website. This certification has been a game changer and highly recommend it to all advisors. It does not matter what type of client you work with, almost everyone has a student loan, a child with a loan or a friend with a loan. This definitely brings value to the relationship.
The CSLP® program helped me understand all the complexities of student loans, and more importantly, how to tie them all together. By taking a systematic, scaffolded approach, I was able to go from the basic knowledge I had, to the incredibly complicated scenarios we so often see. This has put me in a position to help millions of clients who are often seeking student loan advice and find there aren't enough advisors with the expertise to help them. I'm extremely happy with the training and the ongoing updates, and would recommend it to anyone who seeks to serve clients who have student loans.
I thought I had an above average knowledge of the student loan landscape, but I was VERY mistaken. This 4-part course goes into more detail than I could have ever imagined. Benefits of the course include: learning the history behind the various regulations and repayment plan options, understanding how to qualify for various types of forgiveness, and being able to apply the information to various real-life case studies. The final exam is tough, but once completed, you will have the knowledge and confidence to better advise your clients with student loan balances. This course should really be mandatory for anyone who regularly works with clients who have large student loan balances!
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