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Fundamentals of Federal Student Aid Administration

Please note that all participants wishing to register for and attend a Fundamentals of Federal Student Aid Administration workshop must first successfully complete an online course titled Introduction to Federal Student Aid. The online course may take up to 20 hours to complete, so please plan accordingly.

Questions and Answers

Q1: Who must attend the training?

A1: If your school meets either of the following criteria, you must attend the Fundamentals of Federal Student Aid Administration training:

  • Your school is applying to participate in the Title IV federal student aid programs for the first time and needs to fulfill the Fundamentals training requirement to complete your certification or
  • Your school is undergoing a change of ownership (in some instances).

Questions about these requirements should be directed to the regional School Participation Division office that serves your school. Contact information can be found on the Electronic Application for Approval to Participate in the Federal Student Financial Aid Programs (E-App) homepage. If your school meets one of the criteria above, you must ensure that the Owner/President/CEO (or their high-level school official designee) and financial aid administrator attend and complete Fundamentals of Federal Student Aid Administration training. Both the Owner/President/CEO (or their high-level school official designee) AND the financial aid administrator must attend all four and one-half days to fulfill the requirement. Please note that these two officials may attend different workshops; they do not need to attend the same session or same location. To get started, see Q4: How do I register for the training?

Q2: Who may attend the training?

A2: Individuals who do not meet the criteria as outlined above but wish to attend as a refresher or as basic training on the Title IV programs may attend. See Q4: How do I register for the training? to get started.

Q3: What will the training cover?

A3: The online course, Introduction to Federal Student Aid, and the in-person workshop, Fundamentals of Federal Student Aid Administration, address the following topics:

  • What are the Title IV federal student aid programs?
  • How does a school obtain and maintain institutional eligibility?
  • What must a school do to request and receive funds from the Department of Education?
  • What policies and procedures does a school need to have in place?
  • How does a school process aid for its students by determining eligibility, calculating financial need, packaging aid, adjusting aid, and recalculating aid?
  • What are the requirements for disbursing aid to students?
  • What must a school do in regard to exit interviews and calculating a return of Title IV aid (R2T4)?
  • What are the reporting requirements for a school?

Q4: How do I register for the training?

A4: Anyone wishing to attend the in-person, four and one-half day workshop, Fundamentals of Federal Student Aid Administration, must first successfully complete the online, self-paced tutorial, Introduction to Federal Student Aid. The online tutorial may take up to 20 hours to complete, so please plan ahead so that you can register for the in-person workshop you want to attend.

After successfully completing the online tutorial, you will be provided a link to complete a registration form. Once that form is completed, you will be provided a second link to the "Fundamentals Workshop Enrollment Dashboard," where you will be able to register for one of the in-person Fundamentals of Federal Student Aid Administration workshops. If you are unable to attend, we request that you cancel your registration so that other individuals who wish to attend may do so. Note: Each person wishing to attend the in-person workshop must register with their own, unique e-mail address. The registration system will allow an e-mail address to be used only once for registration.

To access the online Introduction to Federal Student Aid tutorial and receive information about the registration process, follow these steps:

  1. Go to the Federal Student Aid E-Training website.
  2. Log in with your username and password.
    If you do not have a username and password for Federal Student Aid E-Training, click on "Create new account" on the homepage and follow the instructions to create a username and password.
  3. After logging in, select "Required Training" on the main menu bar.
  4. From the drop-down menu that appears, choose "Fundamentals Training Series" and select "Introduction to Federal Student Aid".
  5. To launch the online course, click "Start This Course Here!".

Q5: When and where are the in-person training workshops?

A5: The in-person training workshops will be offered July 2015 through June 2016 at one of the Department of Education’s regional training facilities. Note that two of the workshops are for clock-hour schools only. The schedule and location information is as follows:


Dates Locations
July 13–17, 2015 Boston, MA
July 27–31, 2015 Seattle, WA
August 24–28, 2015 Denver, CO
August 31–September 4, 2015 Atlanta, GA
September 14–18, 2015 San Francisco, CA
September 14–18, 2015 New York, NY
October 5–9, 2015 Boston, MA
November 16–20, 2015 Dallas, TX
December 14–18, 2015 Kansas City, MO
January 25–29, 2016 Seattle, WA
February 22–26, 2016 San Francisco, CA
for clock-hour schools only
March 7–11, 2016 Washington, DC
March 14–18, 2016 Chicago, IL
April 4–8, 2016 New York, NY
May 2–6, 2016 Dallas, TX
May 16–20, 2016 Washington, DC
June 6–10, 2016 Philadelphia, PA
for clock-hour schools only
June 20–24, 2016 Denver, CO

Workshop hours are 9:00 A.M. to 5:00 P.M. Monday through Thursday and 9:00 A.M. to 1:00 P.M. on Friday. Owners/Presidents/CEOs have additional, early classes Tuesday through Thursday that begin at 8:00 A.M.

Note: This information is provided for planning purposes only. As a reminder, you may not register for one of the in-person workshops until you have completed the online Introduction to Federal Student Aid tutorial and have received the registration link. Directions to each training workshop and information about nearby hotels is available at the above links and through our registration system and can also be found on Federal Student Aid E-Training prior to launching the online tutorial (select the "Fundamentals Workshop Dates and Locations" link).

Q6: Is there a charge to attend the workshop? What do I need to bring?

A6: There is no charge to attend the workshop; however, please note that meals or refreshments are not provided. Each participant must bring pens/pencils, highlighters, and a calculator. We will provide each participant with a large participant’s guide and other related materials, as well as metal rings to hold the materials together. Participants wishing to have a hard-cover, 3-ring binder must supply it themselves. Participants should allow room in their luggage to transport the materials afterwards.

Q7: Will I receive a certificate of completion?

A7: Upon successful completion of the in-person workshop, a certificate of completion will be provided.

We look forward to your participation in this training opportunity. If you have questions about the Fundamentals of Federal Student Aid Training Series, please email Deborah Tarpley. If you have any questions about registration, please email Scot Davisson.


Last updated July 2, 2015

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