CSLP 300 - Profession specific student loan advising

CSLP 300-2.0

This module covers advising in profession specific situations: MDs, Nurses, Attorneys, Teachers, Business owners and dentists. More information on retirement and student loans, using insurance, employee and employer benefit programs, and tax prep.

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Course curriculum

1. Updates as of June 2024
2. SAVE Program Legal Challenges
3. Introduction
1. Data collection. Assessment.
2. Assessing forgiveness.
3. Eligible repayment plans for forgiveness. Consolidation process. Maximizing IDR Value
4. Risks and recommendations to each approach. Evaluate refinancing. Incorporate ALL goals. Conduct annual reviews!
1. Entrepreneurship. Business Structures.
2. S Corp. Sole Prop. Partnerships. C Corp.
3. Owner Compensation. The LLC. Treatment of Income. Income Docs. Structuring Income
1. Introduction, Objectives and Agenda
2. Specialties, Income, Educational Path
3. Dental School Debt, Forbearance, and Private Refinancing
4. PSLF, Other forgiveness options, Army, Navy, Air Force, Indian Health Services, and Other repayment options
5. Dentists Personal and Business Planning, practice loans, student debt,
1. Updated Intro - Advising MD with Student Debt
2. MD Facts
3. NHSC Loan Repayment Assistance
4. Private Refinance
5. MD Forgiveness Options Overview
6. MD Forgiveness - Army
7. MD Forgiveness - Navy
8. MD Forgiveness - Air Force
9. HealthCare Professional Assistance Programs - NIH
10. Indian Health Services Loan Repayment Program
11. NHSC for Primary Care Clinicians
12. Repayment Assistance - Substance Abuse
13. State Based Programs for Loan Assistance
14. PSLF
15. Medical Residency Forbearance
16. Medical Residency - Which IBR Plan?
17. SAVE vs IBR/PAYE PSLF Example
18. PSLF Confusion | Medical Doctor Common Benefits | Review
1. Overview and Objectives
2. The profession, education, and income
3. Nursing School Debt Detail
4. Overview of Forgiveness Opportunities
5. Army Health Professional Programs
6. US Navy
7. Nurse Corps Loan Repayment Program
8. Indian Health Services Loan Repayment Program
9. National Health Service Corps Loan Repayment Program
10. National Health Services Corps SUD LRAP
11. Perkins Cancellation
12. State Based Loan Repayment Programs
13. Public Service Loan Forgiveness
14. Private Refinancing of Student Debt
15. Key Takeaways
1. Course overview, introduction and legal demographics
2. Understanding the process of becoming a lawyer
3. Income, Distribution, Public vs Private Sector
4. Law School Debt
5. Private Refinancing
6. Public Service Loan Forgiveness
7. Loan forgiveness programs
8. Judge Advocate General - Air Force
9. DOJ Attorney Student Loan Repayment Program
10. John R. Justine Grant Program
11. Legal Service Corp Loan Repayment Program
12. State and School Based LRAPs
13. Partnerships and Starting Firms
14. Summary and Key Takeaways
1. Introduction and Objectives
2. The Art of Teaching
3. Teaching Incomes Vary Widely
4. Education Debt for Teachers
5. Teachers Grants
6. Teacher Loan Forgiveness Options and Qualifications
7. Servicing low income students
8. Teacher Forgiveness Repayment Plans:
9. Perkins Loan Cancellations: Amounts Rules; Requirements; Qualifications
10. Important advising considerations re: Perkins Loans
11. State sponsored forgiveness
12. Public teacher common benefits
13. Using benefits to enhance IDR and PSLF
14. Review and Conclusions
1. Employee Benefits | Employees Want Student Loan Assistance | Employers See Value | More Companies are Adding
2. Available Benefits | Private Refinance | Employee Consultations | 401K Matching Programs | PTO Buyback Plans
3. Employer Contributions | Educational Assistance Programs | Required Elements of a Section 127 Qualified Educational Assistance Program | Section 127 Non discrimination Testing
4. Loan Repayment Assistance Program (LRAP) | Summary
1. Home Purchase Value/Benefits and Challenges for Consumers with Student Debt
2. Elements of Home Purchase: Down Payment; Credit; Debt to Income Ratio
3. How student debt is treated by various lenders
1. Risks of Student Debt. Insurance types.
2. Permanent Insurance. Employer Paid. Life Insurance Events. Income Protection and Student Debt
3. Pre and Post tax disability. PSLF. Pregnancy and Family Leave. Student Loan Riders. Supplemental (125)
1. Tax deadlines. Filing requirements.
2. Married Filing Separate Considerations.
3. Community property and student loan debt. Filing instructions.
4. Effects of form 8958. Community property example.
5. Tax Filing Strategies. Amending & Superseding Tax Returns.
6. Cancelled student debt exemption. Insolvency (Form 982)
1. Saving for retirement and impact of student debt
2. Retirement Plans: Roth/Traditional; Contribution Limits (2023)
3. Stock Options. Reducing IDR Payments. Student loans in retirement.
1. Assisting clients with document preparation; key forms you need to know
2. IDR Application;
3. Consolidation application
4. PSLF Application and Certification
1. CSLP 300-2.0 Course Exam

About this course

$495.00
100 lessons
12 hours of video content

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Certified Student Loan Professional (CSLP)

CSLP 300-2.0

Course curriculum

Introduction

The Advising Process

Business Owners

Dentists

Medical Doctor

Nurses

Legal Professionals

Teachers

Employee Benefits

Home Purchase

Insurance Planning

Taxes and Preparation

Retirement Planning

Forms and Applications

CSLP 300-2.0 Course Exam

About this course

Discover your potential, starting today