Course curriculum

    1. Module Updates - June 2024

    2. SAVE Program Legal Challenges

    1. The advisor checklist

    2. Intake Interview Components

    3. Gathering Student Loan Records

    4. Student Loan Dashboard - Federal Student Aid

    5. Analyzing the client's circumstances

    6. Needs identification

    7. Determine and Explain Client Options

    8. Goals, strategies and next steps

    1. Account Adjustment

    1. Advanced IDR | Payment Amount | Zero Dollar Payments | Payment Application

    2. Treatment of Married Borrowers | Borrower Responsibility for Interest

    3. Forgiveness Period | Prepayment - Updated

    4. Income Eligibility | Borrower Eligibility

    5. Recertify Income and Family Size

    6. Leaving the Plan | Interest Capitalization

    7. Automatic Enrollment in IDR

    1. Introduction to Delinquency and Default | Default Triggers on Private Loans

    2. Consequences of private loan default

    3. Default Triggers on Federal Student Loans

    4. Consequences of Federal Loan Default

    5. The Fresh Start Program for Defaulted Loans

    1. IDR Forgiveness Period

    2. Payments or "Payment Equivalents"

    3. SAVE Forgiveness Period

    4. IBR Forgiveness Period

    5. PAYE Forgiveness Period

    6. ICR Forgiveness Period

About this course

  • $495.00
  • 43 lessons
  • 3.5 hours of video content

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