Training for New Financial Aid Professionals
Fundamentals of Federal Student Aid Training Series
This training is a comprehensive, two-course series that covers the basics of administering the Federal Student Aid programs. It is required for schools applying for initial participation in the Federal Student Aid programs—and, in some cases, when a change of ownership occurs. It is also open to anyone who wishes to attend.
To meet the requirement for newly participating or change of ownership schools, both the owner/CEO (or a high-level school official designee) and a financial aid administrator (FAA) must successfully complete the two-part training series. Read the training announcement.
The training consists of two courses:
- Introduction to Federal Student Aid, an online self-paced tutorial that introduces the concepts, processes, and systems that schools must utilize in administering the Federal Student Aid Programs. This online course must be successfully completed by anyone who wishes to register for the second required course, Fundamentals of Federal Student Aid Administration.
- Fundamentals of Federal Student Aid Administration, a 4.5-day in-person, instructor-led course offered in ED's 11 regional offices, which reinforces and applies the concepts of Federal Student Aid administration introduced in the online course. Both the owner/CEO (or a high-level school official designee) and FAA of schools seeking to begin participation in the Federal Student Aid programs are required to attend the entire 4.5-day course.
Please note: Both the owner/CEO (or a high-level school official designee) and a financial aid administrator are required to complete both courses in their entirety in order to fulfill the training requirement for schools seeking to begin participation in the Federal Student Aid programs, undergoing a change in ownership, or for any other reason they are required to attend by the U.S. Department of Education.
View the dates and locations of Fundamentals of Federal Student Aid Administration workshops scheduled for October 2013–September 2014. This page is for your planning purposes only. Classes are held from 9:00 am–5:00 pm Monday to Thursday and 9:00–1:00 on Friday for everyone. There are also additional, required classes for the CEO on Tuesday, Wednesday, & Thursday beginning at 8:00 am. Please make your travel plans accordingly.
Please remember that you must successfully complete the online course, Introduction to Federal Student Aid, before you will be able to register for one of the Fundamentals of Federal Student Aid Administration workshops.
Access the online course
- To access the online Introduction to Federal Student Aid tutorial and receive information about the registration process, go to the Federal Student Aid E-Training website at http://fsatraining.info.
- Log in using your username and password. If you do not have a username and password for Federal Student Aid E-Training, click on "Create new account" in the right-hand column on the homepage and follow the instructions to create a username and password.
- After logging in, point your cursor to "Required Federal Student Aid Training" on the main menu bar. From the drop-down menu that appears, choose "Fundamentals of Federal Student Aid Training Series" and select "Introduction to Federal Student Aid." To launch the online course, click "To continue."
A comprehensive, introductory course on school requirements for administering the Federal Student Aid programs. The 37 lessons can be completed as a course or individually, allowing you to tailor the training to your specific needs. In addition, the lessons feature hyperlinks to other Federal Student Aid information and products, interactive exercises, review questions, and quizzes that help learners assess their mastery of the course material.
FSA COACH for Foreign Schools Web-based Training
This edition of FSA COACH contains 23 lessons describing requirements for administering FFEL loans used by U.S. students at participating foreign schools who wish to receive loans from the Direct Loan Program.
The CPS Web Applications Demo System offers demonstration versions of FAFSA on the Web (FOTW) and FAA Access to CPS Online. The demo site contains all of the features of the production versions of the websites.
Financial aid staff can learn about FOTW and FAA Access to CPS Online, including the new Return of Title IV Funds on the Web, and they can also show students and parents how to use FAFSA on the Web.
Test student IDs and PINs are available for preloaded renewal application and correction records. These test records can be accessed in both the FOTW and FAA Access demos. FAA IDs and PINs are available for FAA Access. The data you enter is saved for the day you enter it and is cleared from the database each evening.
The CPS Web Applications Demo site is located at fafsademo.test.ed.gov. It is password-protected, so when you click on the link, a login box will appear. Enter the following:
User name: eddemo (case-sensitive).
Password: fafsatest (case-sensitive).