Skip to content

Certificate in Student Loan Planning 200

Jantz Hoffman
Access code required


Here is the course outline:

1. Introduction to the 200 level course

The 200 level course builds upon the basic rules introduced in the 100 level course and demonstrates a method for evaluating specific client circumstances and building custom student loan plans.

2. The advising process

Compiling an accurate inventory with details is essential.

3. Statutory discharge

Federal student loans are dischargable under specific conditions.

4. Default

Default has serious consequences but can be "cured".

5. Bankruptcy and student loans

It is difficult, but not impossible, to discharge student loans in bankruptcy.

6. Minimizing interest accrual

Advising clients who will not qualify for loan discharge or forgiveness.

7. Applied advanced income-driven repayment

Eligibility requirements, similarities and differences, and trade-offs between income-driven repayment plans.

8. Applied advanced Public Service Loan Forgiveness

Student loan borrowers may earn forgiveness for public service careers, but the details are tricky.

9. EXAM 200 - Student Loan Planning 200

50 question cumulative examination

Back to top
(c) 2012-2019 CSLA Board of Standards. All rights reserved.