College Funding and Student Loan Advisor

College Funding and Student Loan Designation

Comprehensive Training


  • Saving for College
  • Paying For College
  • Student Debt & Asset Utilization
  • Loan Repayment and Forgiveness

Professional Designation


  • Improves Client Retention
  • Lead Generation
  • Fiduciary Role
  • Advisor Differentiator

EFC PLUS Software


  • Client Situation Flexibility
  • Inter-Active Solution
  • Improved Asset Utilization
  • Consistent format across all solutions

CFSLA Designation Advantage

The college funding process is one of the most important financial decisions a parent will make for their child.  At the same time, it has become one of the most expensive decisions for families.  The lack of financial literacy regarding this decision has been growing over the years due to the increased cost and complexity of the college process.

There is a great need for financial advisors to bring the personal financial expertise to this important family financial decision.  The college financial aid offices and the various loan servicers are legally not allowed to include personal financial recommendation into their discussions.  This results in a significant shortfall of the process and an opportunity for ethical financial advisors to help families.

The College Funding and Student Loan Advisor Designation (CFSLA) provides the financial information advisors need to help student and families through the entire college financial decision process.  It allows the financial advisor to bring their personal financial expertise and compliment it with the knowledge of financial aid, student loans and the loan repayment process.

In addition, this is a competitive advantage that financial advisors can add to servicing older clients who have grandchildren.  It allows the advisor to provide a meaningful service to the next generation and establish a relationship with your current client’s children and possible grandchildren.  As a result of having the CFSLA designation, your older clients can establish a legacy for their grandchildren and improve the advisor’s opportunity to retain these assets in the future.