The Certified Student Loan Professional Program
Student Loan Advising Made Simpler
Have you ever wondered if you've given incorrect advice to clients with student loan debt?
With all the recent student loan program changes, are you positive you've considered all of your client's options?
Our clients tell us that the CSLPⓇ program has been invaluable in helping clients make better choices about their student loan repayment planning.
Student loan debt has become much more complex than just another debt such credit cards.
Our CSLP program on student loan debt advising is designed exclusively for professionals like you. Read on to learn more about how this program can enhance your financial service business.
Enhance Your Business
Differentiate your business. Provide student loan advising and planning services.
There is a high demand for qualified financial professionals with expertise in student loan repayment planning.
Provide potentially life-changing financial advice.
Help clients with student debt free up cash for investments, buying a home, or retirement planning.
The CSLP Program Features
Our program offers a deep dive into the intricate world of student loan law, rules, and strategies, equipping you with the knowledge you need to excel in advising clients with student loan debt.
Extensive Curriculum
Learn from industry experts with years of experience in financial planning and specializing in student loan advisory services. Benefit from their insights
and real-world case studies.
Expert Guidance
Understand how student loan repayment plans intersect with other financial goals such as buying a house, saving for retirement, starting a business, or funding higher education for children. Gain the skills to craft personalized solutions for every client.
Holistic Approach
Gain hands-on experience through interactive exercises and case studies that simulate real client scenarios. Master the art of analyzing complex situations and making informed recommendations.
Practical Application
Why Student Loan Program Knowledge Matters
With over 43 million individuals in the U.S. with student loan debt, it's more important than ever for financial planners to be well-versed in repayment strategies.
Many of your clients, including parents who hold Parent Plus loans for their children, can benefit from a financial review.
What if you could help clients improve their financial future by offering student loan analysis services?
Maximize the Financial Potential of Your Clients
Helping clients navigate their student debt can be the key to unlocking their financial potential. By optimizing repayment strategies and potentially freeing up cash flow, you'll empower your clients to invest more in their future financial goals, whether it's buying a home, saving for retirement, or building a business.
Continuous Support
Our program is not a one-time course; it's an ongoing education, information, and support resource.
Upon completion, you'll become a member of a private community of Certified Student Loan Professionals (CSLPs).
Enjoy continuous access to updates, resources, and support from experts and a network of peers who share your passion for excellence in student loan advisory.
What Our Clients Say About the Program
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.
Jennifer Prosise,
MBA, CFP®, CRES
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.
Ryan Frailich
CFP®
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!
Mary Rush
CFP®
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.
Patricia Hughes
CFP®, CPA
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.
Ryan Fralich
CFP®
My business is primarily working with physicians. Roughly 2 years ago I started getting referred to many doctors in residency and newly practicing. I realized quickly I did not have the knowledge or resources to assist them with their #1 concern, dealing with their student loans. That is when I found the CSLP®. This program has not only given me the knowledge, but also the resources and community to help my clients navigate the complexities of student loans.
Logan Varella
RIA
My two years in the CSLP® program have been extremely beneficial to my career. This program helped me develop the skills needed to assist clients and prospects with student loans. In addition, the program does a fantastic job providing resources (seeing the student loan landscape is ever evolving) along with an online community that is very supportive and insightful. Everybody is eager to learn and help! Highly recommend this program if you are assisting any clients with student loans.
Melissa Dotson
CFP®
The CSLP® program enabled me to dramatically increase my knowledge of student loan planning. It has allowed me to effectively deliver student loan planning advice to clients and my friends. Since I finished the program, I've found the CSLA community forum to be indispensable in helping me when I didn't have the answer. I believe you need to obtain your education from the CSLA Institute in order to be able to deliver top-notch student loan planning advice to those you serve.
Jason Pollen
CFP®
The CSLP® program has been a tremendous asset to my practice and knowledge base. It has helped me to grow my practice and gain credibility with my ideal client base. It is amazing how a good student loan plan as well as a good financial plan, can fit together to achieve a common goal for a client. The program, calculator, and team are second to none in this space. Always improving and growing. More advisors should consider understanding the ever-changing student loan space to help people navigate them. There is so much opportunity to help clients with student loans out there, we need more CSLPs
David Hessel
CLTC®
What You'll Learn
Understanding various types of student loans and repayment options
Analyzing client cases to determine the most suitable repayment plans
Integrating student loan strategies with overall financial planning goals
Navigating legal and regulatory considerations in student loan advisory
Leveraging tools and resources to streamline the advisory process
Enroll Today and Enhance your Practice
Become a trusted financial advisor in student loan planning.
Enroll today and unlock a world of opportunities to expand your client base.
What Others Say About the CSLP Program
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.
Jennifer Prosise,
MBA, CFP®, CRES
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.
Ryan Frailich
CFP®
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.
Patricia Hughes
CFP®, CPA
With the student material, the exam, resources, technologies, software, and support of the CSLP® 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!
Carli Reddy
Financial Advisor
My business is primarily working with physicians. Roughly 2 years ago I started getting referred to many doctors in residency and newly practicing. I realized quickly I did not have the knowledge or resources to assist them with their #1 concern, dealing with their student loans. That is when I found the CSLP®. This program has not only given me the knowledge, but also the resources and community to help my clients navigate the complexities of student loans.
Logan Varella
RIA
My two years in the CSLP® program have been extremely beneficial to my career. This program helped me develop the skills needed to assist clients and prospects with student loans. In addition, the program does a fantastic job providing resources (seeing the student loan landscape is ever evolving) along with an online community that is very supportive and insightful. Everybody is eager to learn and help! Highly recommend this program if you are assisting any clients with student loans.
Melissa Dotson
CFP®
The CSLP® program enabled me to dramatically increase my knowledge of student loan planning. It has allowed me to effectively deliver student loan planning advice to clients and my friends. Since I finished the program, I've found the CSLA community forum to be indispensable in helping me when I didn't have the answer. I believe you need to obtain your education from the CSLA Institute in order to be able to deliver top-notch student loan planning advice to those you serve.
Jason Pollen
CFP®
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!
Mary Rush
CFP®
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.
Jennifer Prosise
CFP®, MBA, CRES
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.
Jennifer Prosise
CFP®, MBA, CRES
With the student material, the exam, resources, technologies, software, and support of the CSLP® 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!
Carli Reddy
Financial Advisor
My business is primarily working with physicians. Roughly 2 years ago I started getting referred to many doctors in residency and newly practicing. I realized quickly I did not have the knowledge or resources to assist them with their #1 concern, dealing with their student loans. That is when I found the CSLP®. This program has not only given me the knowledge, but also the resources and community to help my clients navigate the complexities of student loans.
Logan Varella
RIA
The CSLP® program has been a tremendous asset to my practice and knowledge base. It has helped me to grow my practice and gain credibility with my ideal client base. It is amazing how a good student loan plan as well as a good financial plan, can fit together to achieve a common goal for a client. The program, calculator, and team are second to none in this space. Always improving and growing. More advisors should consider understanding the ever-changing student loan space to help people navigate them. There is so much opportunity to help clients with student loans out there, we need more CSLPs.
David Hessel
CLTC®
Over 43 million consumers are repaying student debt. You can offer assistance that engages them for life because the advice could be life-changing!
Frequently Asked Questions
How long does it take to complete the program?
The program is self-paced.Most complete within 4 weeks but you have a full six months to complete AND complete the certification.
What is the format for the content?
The program contains video, forms for use with clients, and associated documents. You will have a learning portal accessible 24/7 and to track progress.
What is the format of the CSLP Certification Exam?
All exams are multiple-choice. There are 100 questions covering student loan rules and 4-5 case scenarios. At exam time, you are provided loan documents to use in the calculations. You have 3 hours to complete the exam. Case analysis is heavily emphasized, which is the primary job an advisor will have with clients—evaluation, analysis, and recommendations. You must complete the certification within 6 months or file a request for an extension.
What is the format of the CSLP Certification Exam?
All exams are multiple-choice. There are 100 questions covering student loan rules and 4-5 case scenarios. You are provided loan documents to use in the calculations at exam time. You have 3 hours to complete the exam. Case analysis is heavily emphasized, which is an advisor's primary job with clients—evaluation, analysis, and recommendations. You must complete the certification within 6 months or file a request for an extension.
The exam is proctored through a remote system, offering you the flexibility to choose the most convenient time for your exam. It is available 24/7.
What is passing grade for the CSLP Certification Exam?
70%
What are the post-exam requirements?
After passing the final exam, you will have access to all updates and the private CSLP forum for support as long as you continue the annual renewal process. A renewal exam is due by the end of each annual term, which begins the day you complete the final exam. You are also required to maintain current licensing and ethics statements on file.
