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Student Loan Planning Certificate

The Student Loan Planning certificate program is designed for professional financial advisors who want to gain skills to help college students repay their student loans. Learn the role and responsibilities of an advisor, and the ability to analyze and plan loan repayment in the context of tax and financial planning. 

The Cal Poly Humboldt  School of Business has aligned with the Certified Student Loan Advisors Board of Standards (CSLA BOS) to provide this program. Through this joint effort, CSLA BOS will assist in the delivery of education courses, proctored examination, and the Certified Student Loan Professional designation.

What you’ll learn

Taught by world-class instructors who bring extensive advisory experience, courses provide an overview of the size and scope of the student debt epidemic, such as who is most affected, the types of student loans and loan programs, and more. Learn the intricacies of repayment plans, and the process of advising and preparing taxes.

Program highlight

Learn by doing; analyze case studies while applying the major components of student loan planning. The more than 60 hours of lessons and supplemental readings are self paced.