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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) home page. 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. See Q4: How do I register for the training? to get started.

Q2: Who may attend the training series?

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?
  • 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 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 Web site, located at http://fsatraining.info.
  2. Log in to Federal Student Aid E-Training 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 home page 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 October 2014 through September 2015 at one of the Department’s regional training facilities. The schedule and location information is as follows:


Dates Locations
October 27–October 31, 2014 Kansas City, MO
November 17–21, 2014 Dallas, TX
November 17–21, 2014 Philadelphia, PA
December 15–19, 2014 Atlanta, GA
February 9–13, 2015 Washington, DC
February 23–27, 2015 San Francisco, CA
March 16–20, 2015 Chicago, IL
April 13–17, 2014 New York, NY
May 4–8, 2015 Dallas, TX
May 11–15, 2015 Kansas City, MO
June 1–5, 2015 Philadelphia, PA
June 8–12, 2015 Chicago, IL
June 15–19, 2015 Washington, DC
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

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 copy of 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 will need to ensure that they have a bag or luggage in which to carry the training material when they leave.

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 August 22, 2014

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