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Fundamentals of Federal Student Aid Administration

Dates and Locations

Please remember that you must successfully complete the online course, Introduction to Federal Student Aid, before you can register for the Fundamentals of Federal Student Aid Administration workshop. It may take up to 20 hours to complete the online course. The Fundamentals of Federal Student Aid Administration workshops will fill up quickly, so please plan accordingly.


Dates Locations
October 28–November 1, 2013 Philadelphia, PA
November 18–22, 2013 Dallas, TX
December 9–13, 2013 Atlanta, GA
January 6–10, 2014 Chicago, IL
February 24–28, 2014 Washington, DC
February 24–28, 2014 San Francisco, CA
March 3–7, 2014 Chicago, IL
March 17–21, 2014 Atlanta, GA
April 7–11, 2014 New York, NY
April 7–11, 2014 Seattle, WA
May 5–9, 2014 Washington, DC
May 5–9, 2014 Dallas, TX
May 12–16, 2014 Kansas City, MO
June 2–6, 2014 Philadelphia, PA
June 2–6, 2014 Chicago, IL
June 9–13, 2014 San Francisco, CA
July 21–25, 2014 Boston, MA
July 28–August 1, 2014 Chicago, IL
July 28–August 1, 2014 Seattle, WA
August 11–15, 2014 Denver, CO
September 8–12, 2014 Atlanta, GA
September 8–12, 2014 San Francisco, CA
September 15–19, 2014 New York, NY
September 22–26, 2014 Dallas, TX


Questions and Answers

Q1: Who must complete the Fundamentals of Federal Student Aid training series?

A1: The owner/CEO (or a high-level school official designee) and a financial aid administrator at each school seeking to fulfill the requirements to be certified to participate in the Title IV, Federal Student Aid programs must complete the two-part series. Successful completion of Introduction to Federal Student Aid (online) allows participants to register for the 4.5-day in-person workshop titled Fundamentals of Federal Student Aid Administration. Both the owner/CEO (or designee) and the financial aid administrator must complete both courses. In some cases officials from a school undergoing a change of ownership must also attend. Questions about these requirements should be directed to the school's regional School Participation Division.

Q2: Who may attend the training series?

A2: Individuals who are not required to complete the Fundamentals of Federal Student Aid Administration Training Series as outlined in Q1 but wish to attend basic training on the Federal Student Aid programs may also complete both courses of the two-part training series. Again, successful completion of the online portion Introduction to Federal Student Aid is required before being able to register for the 4.5-day workshop.

Q3: What will be covered in the training series?

A3: A list of topics for the Fundamentals of Federal Student Aid Administration training follows these Q & A's.

Q4: What does a trainee need to bring to the training workshop?

A4: Each trainee must bring pens/pencils, highlighters, and a calculator to the training workshop. We will provide each trainee with paper copies of a large participant's guide. Trainees will need to have a bag or luggage in which to carry this material when they leave.

Q5: How do you register for the training workshop?

A5: Complete the online portion of the two-part training series: Introduction to Federal Student Aid. At the end of this online course, you will be asked to complete a Knowledge Assessment. If you answer 80% or more of the review questions correctly, you will be provided a link to register for the 4.5 day in-person instructor-led workshop titled Fundamentals of Federal Student Aid Administration.

Individuals who are required to attend Fundamentals of Federal Student Aid Administration training series (as described in Q1 above) may contact the regional offices of the School Participation Division for further information about participation requirements. The list of regional offices and contact information for the School Participation Division, is found at

Note: Directions to each training workshop and a list of nearby hotels are included in the section of dates and locations. To see the directions for each location, click on the hyperlinked location name.

Topics Covered in the Two-Part Series

  • Overview of the Process and Systems
  • Overview of the Title IV Programs
  • Participation Requirements
  • Laws and Regulations
  • Identifying Eligible Students
  • Verification Requirements
  • Establishing Cost of Attendance
  • Calculating Financial Need
  • Awarding Pell Grants
  • Awarding Direct Loans
  • Preventing Overawards and Adjusting Aid
  • Fiscal Obligations and Cash Management
  • Disbursing Aid to Students
  • Loan Exit Counseling
  • Return of Title IV Aid (R2T4)
  • Reporting Requirements
Last updated September 23, 2013

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