Course curriculum

  • 1

    CSLP 300 Introduction

    • CSLP 300 Presentation

  • 2

    Tax Considerations - Deductions and Credits

    • Tax Considerations - Deductions and Credits - V2

    • Misc IRS Forms & Documents

    • Tax Considerations Quiz

    • Tax Considerations - Credits & deductions Slides

  • 3

    Tax Considerations - Community Property

    • Tax Considerations (Community Prop) Presentation

    • Tax Considerations (Comm Prop) Resource file downloads

  • 4

    The Jobs and Tax Cut Act

    • The Tax Cut and Jobs Act Presentation

    • TC&JA Resources

    • Tax Cuts and Job Acts Quiz

  • 5

    Student Loans and Home Purchases

    • Student loans and home purchase presentation

    • Student loans and home purchase resource files

    • Student loans and home purchase lecture slides

    • Student loan planning quiz

  • 6

    Employee Student Loan Benefits

    • Employee Student Loan Benefits (v2)

    • Employee Benefit resource files

    • Employee Benefit Lecture Slides

    • Employee Benefits Quiz

  • 7

    IDR and Direct Consolidation Forms

    • IDR and Direct Consolidation Presentation

    • IDR and Direct Consolidation Resources

    • Certification Letter Templates

    • IDR and Consolidation Lecture Slides

    • IDR and Forms Quiz

  • 8

    Student Debt & Financial Planning (Retirement)

    • IDR and Financial Advising Presentation

    • IDR and Financial Advising Reading List (documents)

    • IDR Advising Activities, Research and Planning Downloads

    • Loan Organizer and Analyzer

    • IDR Advising Lecture Slides

    • IDR and Financial Advising Quiz

  • 9

    Student Debt and Insurance Planning

    • Using Insurance in the Financial Planning Process Presentation

    • Student debt and insurance resource files

    • Student debt and insurance lecture slides

    • Student loan planning and Insurance quiz

  • 10

    Student Loans and Business Owners

    • Student Loans and Business Owners Presentation

    • Student loans and Business Owners Resource Files

    • Student loans and business owners lecture slides

  • 11

    Advisors and Loan Servicers

    • Advisors and Working with Loan Servicers Presentation

    • Advisors and Loan Servicers Resource Files

    • Advisors and loan services lecture slides

  • 12

    Profession Specific - Teachers

    • Teachers and Student Debt Presentation

  • 13

    Profession Specific - MDs

    • Medical Doctors and Student Loans (v2)

    • Medical Doctors and Student Loans Presentation

    • Medical Doctors and Student Loans Lecture Slides

    • AAMC_2018_graduate_questionnaire

  • 14

    Profession Specific - Dentists

    • Student Loans and Dentists Presentation

    • Student loans and dentists resources

    • Student loans for Dentists Lecture Slides

  • 15

    Profession Specific - Attorneys

    • Attorneys & Student Debt Presentation

    • Attorneys and Student Debt Lecture Slides

    • Attorneys and Student Debt Resources

  • 16

    Profession Specific - Nursing

    • Main Presentation

    • Nursing Resources

    • Lecture slides

  • 17

    CSLP 300 Final Exam

    • CSLP 300 Exam