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Training on Specific Functions

 

Gainful Employment Webinar: Reporting Data to NSLDS

This webinar is designed to provide institutions that participate in the federal student aid programs authorized by Title IV of the Higher Education Act of 1965, as amended, with information on reporting data to the Department for programs that prepare students for gainful employment (GE Programs). Federal Student Aid staff will present this webinar in a two-hour session on Tuesday, January 13, 2015, at 1:00 P.M. (ET) and again on Thursday, January 15, 2015, at 1:00 P.M. (ET).

Final regulations published in the Federal Register on October 31, 2014, [79 FR 64890] require institutions that participate in the federal student assistance programs to report certain information about students who are enrolled in GE Programs. This webinar will discuss the required GE Program reporting process using the National Student Loan Data System (NSLDS) and will include information on submitting files using the Student Aid Internet Gateway (SAIG) or using an online upload process.

Advance registration is required for this training and will be available on a first-come, first-served basis. To allow for as many participants as possible, we strongly encourage groups to view the webinar from a single location if accommodations allow. If viewing as a group, only one person from the group needs to register. Once you have registered, we will send you an e-mail confirmation. You should retain this confirmation as it contains important information, including linking and log-in information for the website, system test links, and cancellation information. If you are unable to attend, we request that you cancel your registration so that individuals who wish to attend may do so. PowerPoint slides will be available to download after you sign in to the webinar. During the webinar, you will be able to ask questions electronically using your computer.

Register for the webinar.

If you have questions about using NSLDS, you can call the NSLDS Customer Support Center at (800) 999-8219 or e-mail customer support.



Online Training Module—Return of Title IV Funds

This is an online, self-paced training module on the Return of Title IV Funds (R2T4) calculation, featuring a variety of lessons and resources to assist schools in meeting the R2T4 requirements. This course provides information on elements of the R2T4 regulations that are common to all institutions, discusses considerations for the formulation of school policy, and includes lessons specific to completing R2T4 for clock-hour programs, credit-hour programs, and credit-hour programs with modules. The training is intended for financial aid professionals who are unfamiliar with the R2T4 requirements and other staff who would like to learn more about performing the R2T4 calculation.

To access the training, log in to the E-Training website with your username and password. After logging in, select "Training by Topics" from the main menu bar. From the drop-down menu that appears, choose "Return of Title IV Funds" and then select "Enroll Me" to launch the course.

Note: 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.

If you have questions about this training, please e-mail Suzanne Scheldt.



Software Developers January 2015 Live Webinar

This is an instructor-led, online training session for software developers that will provide operational updates on Federal Student Aid systems, including the Common Origination and Disbursement (COD) System and the Central Processing System (CPS). We will also discuss updates to the EDExpress for Windows software. This training is intended for software developers that design software to support Title IV federal student aid processing. We will present this information on Wednesday, January 21, 2015, from 1:30 to 4:00 P.M. (ET).

Advance registration is required for this training and will be available on a first-come, first-served basis. Once you have registered, we will send you an e-mail confirmation. You should retain this confirmation as it contains important information, including linking and log-in information for the website, system test links, and cancellation information. If you are unable to attend, we request that you cancel your registration so that individuals who wish to attend may do so. PowerPoint slides will be available to download after you sign in to the webinar. During the webinar, you will be able to ask questions electronically using your computer.

Register for the webinar.

If you have questions about this training, please e-mail Michelle Saigh.



EDExpress Online Training Release 3.0 for 2014–2015

This is the third module of EDExpress Online Training for 2014-2015, a Web-based training product that teaches users the basic skills needed to access and navigate the 2014–2015 EDExpress for Windows software. EDExpress Release 3.0 Online Training for 2014–2015 provides step-by-step lessons on the Direct Loan and Teacher Education Assistance for College and Higher Education (TEACH) Grant software modules. Features of the online training include an integrated glossary with common software terms, video demonstrations with accompanying PDF handouts, and a printable desk reference guide. This self-paced training is intended for financial aid office staff with day-to-day responsibilities that involve using the EDExpress software.

Release 3.0 is the final module in the EDExpress Online Training for 2014–2015 training series. The Release 1.0 and Release 2.0 training modules, which include information on the Global, App Express, Packaging, and Federal Pell Grant (Pell Grant) software modules, were previously announced in ANN-14-12 and ANN-14-21.

To access the training, log in to the E-Training website with your username and password. After logging in, select the "EDExpress 2014–15" link from the homepage and then select "Enroll Me" to launch the course.

Note: 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.

If you have questions about this training, please e-mail Anita Olivencia.



Online Training Module—Default Prevention and Management

This self-paced training module is about the cohort default rate process and default management. First announced in Dear Colleague Letter ANN-14-04, it provides valuable information on the cohort default rate calculation, sanctions and benefits, the challenge process, and tactics and strategies institutions may employ to manage and prevent defaults. The training module is intended for financial aid professionals interested in and concerned with all aspects of default management. The following additional lessons are now available on the Federal Student Aid E-Training website:

  • The Default Landscape
  • Reducing Defaults—Start Up
  • Student Success—The Key to Less Defaults
  • Financial Literacy
  • The Customary and Necessary Approach
  • Cohort Default Rate Adjustments and Appeals

We have also updated the module's "Resources" section with training material to supplement the new lessons.

The updated "Default Prevention and Management" training module is available on the Federal Student Aid E-Training website. To access the training, log in to the site with your username and password and select "Training by Topics" on the main menu bar. From the drop-down menu that appears, choose "Default Prevention and Management" and then "Enroll Me" to launch the course.

Note: 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.

If you have questions about this training, please e-mail Craig Rorie.

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Online Training Module—Institutional Eligibility

This is an online, self-paced training module about institutional eligibility to participate in the Title IV federal student aid programs. This training provides an overview of institutional eligibility, how to maintain and expand eligibility, and the steps an institution must take to update the Department whenever changes occur at the campus level. Topics such as accreditation, state authorization, and additional locations are also discussed. This training is intended for financial aid professionals and all other school staff who are interested in understanding the importance of and retaining institutional eligibility.

To take the training, log in to the Federal Student Aid E-Training website with your username and password. After logging in, select "Training by Topics" from the main menu bar. From the drop-down menu that appears, choose "Institutional Eligibility" and then select "Enroll Me" to launch the course.

Note: 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.

If you have questions about this training, please e-mail Trevor Summers.

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Online Training Module—Completing the 2015–2016 FISAP

This is an online, self-paced training module that focuses on the Fiscal Operations Report for 2013–2014 and Application to Participate for 2015–2016 (FISAP). This FISAP is available on the eCampus-Based (eCB) website and must be submitted no later than October 1, 2014, by schools that participate in the Federal Perkins Loan Program, Federal Supplemental Educational Opportunity Grant (FSEOG) Program, and Federal Work-Study (FWS) Program. We will review the sections of the FISAP, identify changes made to the current FISAP, and discuss the most commonly made errors when completing the FISAP. The training is intended for individuals on the financial aid and business office staff who are responsible for completing the FISAP—especially those who are new to completing the FISAP.

To access the training, log in to Federal Student Aid E-Training with your username and password. After logging in, select "Training by Topics" from the main menu bar. From the drop-down menu that appears, choose "FISAP 2015–2016" and then select "Enroll Me" to launch the course. 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.

PDF versions of the current FISAP form and instructions are available in the References and Resources section of the "Completing the 2015-2016 FISAP" course. PDF versions of the current FISAP form and instructions are also available on the Information for Financial Aid Professionals (IFAP) website at http://ifap.ed.gov/fisapformandinst/1516FISAPForm.html.

If you have questions about this training, please e-mail Rick Renshaw.

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Webinar Recordings—150% Direct Subsidized Loan Limit Webinar #4 and Webinar #5: New NSLDS Program-Level Enrollment Reporting Requirements

These are the recordings of the fourth and fifth webinars in our series of webinars on the requirements related to the implementation of the 150 percent time limit for a student to receive Direct Subsidized Loans. These two webinars focused on new requirements and enhancements to the National Student Loan Data System (NSLDS) enrollment reporting process and were presented in co-sponsorship with the National Association of Student Financial Aid Administrators (NASFAA) and the American Association of Collegiate Registrars and Admissions Officers (AACRAO). For a complete description of the two webinars, titled "General Overview of Program-Level Enrollment Reporting" and "Critical Details to Proper Program-Level Enrollment Reporting," refer to Dear Colleague Letter ANN-14-13. Federal Student Aid staff presented each webinar in 90-minute sessions on multiple days; however, we are posting the sessions conducted on July 16, 2014, and July 30, 2014.

View 150% Direct Subsidized Loan Limit Webinar #4, "General Overview of Program-Level Enrollment Reporting," including the presentation slides and transcript.

View 150% Direct Subsidized Loan Limit Webinar #5, "Critical Details to Proper Program-Level Enrollment Reporting," including the presentation slides and transcript.

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Online Training Module—Consumer Information

This is an online, self-paced training module about required consumer information disclosures and is intended for financial aid professionals and all other school staff with consumer information responsibilities. It features a variety of lessons and resources to help ensure that your school is meeting the requirements for consumer information disclosures and notifications. The course covers all components of consumer information, with the exception of disclosures related to campus security (the Clery Act) and fire safety and the Drug Free Schools and Communities Act. Disclosure requirements related to those topics will be covered in a subsequent online course, which we will announce in the future.

To take the training, log in to the Federal Student Aid E-Training website with your username and password. After logging in, select "Training by Topics" from the main menu bar. From the drop-down menu that appears, choose "Consumer Information" and then select "Enroll Me" to launch the course.

Note: 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.

If you have questions about this training, please e-mail Byron Scott.

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Webinar Recording—Software Developers June 2014 Webinar

This is the recorded version of our June 5, 2014, webinar for software developers that provided operational updates on the Common Origination and Disbursement (COD) System, the National Student Loan Data System (NSLDS), and the Central Processing System (CPS). Updates to the EDExpress for Windows software were also discussed. The online, instructor-led session was intended for software developers that design software to support Title IV federal student aid processing.

No registration is required to view the recorded training session. If you have questions about this training opportunity, please e-mail Michelle Saigh.

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Online Training Module—Satisfactory Academic Progress

This training provides participants with lessons on required and optional elements of an SAP policy and features a variety of resources to help you develop and implement your school’s SAP policy, including a checklist and factors to consider when creating or updating a policy. Portions of the training and the accompanying case studies have been separated into sections for term-based credit-hour programs and clock-hour and non-term credit-hour programs. This training is intended for financial aid professionals and all other school staff with responsibilities for monitoring students' satisfactory academic progress.

The SAP training module is available on the Federal Student Aid E-Training website. To access the module, log in to Federal Student Aid E-Training with your username and password. After logging in, point your cursor to "Training by Topics" on the main menu bar. From the drop-down menu that appears, choose "Satisfactory Academic Progress" and then select "Enroll Me" to launch the course. Note: 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 home page and follow the instructions to create a username and password.

If you have questions about this training opportunity, please e-mail Byron Scott.

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Webinar Recording—New Direct Consolidation Loan Process

This is the recorded version of our recent webinar that provided information on the new Direct Consolidation Loan process, including a detailed walkthrough of the application process on the StudentLoans.gov website. The online, instructor-led session was intended for professionals in the financial aid community interested in learning more about the new process for Direct Consolidation Loans. Federal Student Aid staff presented this information on March 25, 2014.

For more information about the webinar, refer to Dear Colleague Letter ANN-14-06. No registration is required to view the recorded training session. If you have questions about this training opportunity, please e-mail Rosa Wright.

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Online Training Module—Default Aversion and Management

This is an online, self-paced training module about the cohort default rate process and default management. The training provides valuable information on the cohort default rate calculation, the sanctions and benefits that are associated with draft cohort default rates, and the challenge process. The session is intended for financial aid professionals interested in and concerned with all aspects of default management.

In the coming months, we will release additional training modules on this topic, to include information on adjustments and appeals and on default aversion strategies and practices for institutions. We will inform the community of the availability of the online training in forthcoming training announcements posted on the Information for Financial Aid Professionals (IFAP) website.

The "Default Aversion and Management" training module is available on the Federal Student Aid E-Training website. To access the training, log in to that site with your username and password. After logging in, point your cursor to "Training by Topics" on the main menu bar. From the drop-down menu that appears, choose "Default Aversion and Management" and then select "Enroll Me" to launch the course.

Note: 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. Thank you for your continued interest in and support of our training efforts. If you have questions about this training opportunity, please e-mail Craig Rorie.

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Webinar Recording—Default Aversion and Management

This instructor-led webinar discussed what schools need to know about the cohort default rate process and default management. It provided valuable information on the cohort default rate calculation, the challenges and appeals process, required corrective action resulting from high cohort default rates, and how to implement an effective default prevention strategy. Federal Student Aid staff presented this information on several occasions in November and December 2013. For a complete description of the session, refer to Dear Colleague Letter ANN-13-17. No registration is required to view the recorded training session.

The "Default Aversion and Management" webinar recording is available on the Federal Student Aid E-Training website. To access the recording, log in to Federal Student Aid E-Training with your username and password. After logging in, point your cursor to "Live & Recorded Webinars" on the main menu bar. From the drop-down menu that appears, choose "Default Aversion and Management" and then select "Enroll Me" to proceed to the recording. To play the recording, click the forward arrow ("Play") at the bottom left-hand corner of the title slide. A copy of the transcript, PowerPoint presentation, and supplemental training materials are also provided. Note: 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 home page and follow the instructions to create a username and password.

If you have questions about this training opportunity, please e-mail Craig Rorie.

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Recording—Software Developers December 2013 Webinar

This recorded version of our December 2013 training session for software developers provided operational updates on two Federal Student Aid systems: the Common Origination and Disbursement (COD) System and the National Student Loan Data System (NSLDS). The online, instructor-led session was intended for software developers that design software to support Title IV federal student aid processing. Federal Student Aid staff presented this information on December 19, 2013. For a complete description of the webinar agenda, refer to Dear Colleague Letter ANN-13-19. No registration is required to view the recorded training session.

View the session, including the presentation slides and transcript

If you have questions about this training, please e-mail Jennifer Jaw or Sue O'Flaherty.

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Webinar Recording—150% Direct Subsidized Loan Limit Webinar #3: Review of Basics and Implementation Update

This recording of the third in a series of webinars provides information on the implementation of the new 150 percent limit for Direct Subsidized Loans. It provided a high-level review of the key concepts related to the 150 percent Direct Subsidized Loan limit provisions, including an update on our implementation plans and the reporting requirements that are critical to implementation of the new provisions. The webinar also included a description of how we will implement the 150 percent limit for loans that are originated prior to updates to our systems.

Department of Education staff presented this information in a 90-minute session on November 12, 2013. For a complete description of the webinar, refer to Dear Colleague Letter ANN-13-16. No registration is required to view the recorded training session.

View the session, including the presentation slides and transcript

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Training Resource—90/10 Regulation and Calculation Presentation Materials

Due to continuing interest from the community in this training, we are making available the transcript and handout for a webinar on the 90/10 rule that was originally offered in the fall of 2011 as part of the business officer training series. The presentation materials, with minor updates to maximize their usefulness, are for staff involved in the administration of Title IV federal student aid at proprietary (for-profit) institutions of higher education.

View and download the transcript and handout for the 90/10 training session.

If you have questions about this training, please e-mail Greg Martin.

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Recording—Software Developers Conference August 2013

This recorded version of our August 2013 training session for software developers provided operational updates on Federal Student Aid systems, including the Common Origination and Disbursement (COD) System, the Central Processing System (CPS), and the National Student Loan Data System (NSLDS). The online, instructor-led session was intended for software developers that design software to support Title IV federal student aid processing. Federal Student Aid staff presented this information on August 22, 2013. For a complete description of the conference agenda, refer to Dear Colleague Letter ANN-13-09. No registration is required to view the recorded training session.

View the session, including the presentation slides and transcript

If you have questions about this training, please e-mail Jennifer Jaw or Sue O'Flaherty.

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Recording—Software Developers Webinar May 2013

This recorded version of our May 2013 training session for software developers provided operational updates on Federal Student Aid systems, including the Common Origination and Disbursement (COD) System, the Central Processing System (CPS), and the National Student Loan Data System (NSLDS). The online, instructor-led session was intended for software developers that design software to support Title IV federal student aid processing. Federal Student Aid staff presented this information on May 23, 2013. For a complete description of the session, refer to Dear Colleague Letter ANN-13-03. No registration is required to view the recorded training session.

View the session, including the presentation slides and transcript.

If you have questions about this training, please e-mail Jennifer Jaw or Sue O'Flaherty.

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Training Recording—Completing the FISAP

This recorded training session focuses on the Fiscal Operations Report for 2012–2013 and Application to Participate for 2014–2015 (FISAP). This FISAP is available on the eCampus-Based (eCB) website and must be submitted no later than October 1, 2013, by schools that participate in the Federal Perkins Loan Program, Federal Supplemental Educational Opportunity Grant (FSEOG) Program, and Federal Work-Study (FWS) Program. We will review the sections of the FISAP, identify changes made to the current FISAP, and discuss the most commonly made errors when completing the FISAP. The training is intended for individuals on the financial aid and business office staff who are responsible for completing the FISAP—especially those who are new to completing the FISAP.

The "Completing the FISAP" training recording is available on the Federal Student Aid E-Training website. To access the training, log in to Federal Student Aid E-Training with your username and password. After logging in, point your cursor to "Training by Topics" on the main menu bar. From the drop-down menu that appears, choose "Completing the FISAP" and then select "Enroll Me" to launch the course.

Note: 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. We recommend trainees download and print the PowerPoint slides before beginning the training. PDF versions of the PowerPoint slides and the current FISAP form and instructions are available in the References, Resources, and Help section of the "Completing the FISAP" course. PDF versions of the current FISAP form and instructions are also available on the Information for Financial Aid Professionals (IFAP) website.

If you have questions about this training, please e-mail Sandy Santana.

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Webinar Recordings—COD Reporting of Academic Year and Loan Period and 150% Direct Subsidized Loan Time Limit

These webinar recordings for the first two training sessions provide information on the implementation of the new 150 percent limit for Direct Subsidized Loans. The first of the two online, instructor-led sessions provided training on the reporting and updating of academic year and loan period dates to the Common Origination and Disbursement (COD) System. The second of the two sessions explained key concepts related to implementation of the 150 percent Direct Subsidized Loan limit provisions and provided an overview of new COD System and National Student Loan Data System (NSLDS) reporting requirements.

Federal Student Aid staff presented each training in 90-minute modules on multiple days; however, we are posting the sessions conducted on June 6 and June 11, 2013. For a complete description of the "COD Reporting of Academic Year and Loan Period" webinar, refer to Dear Colleague Letter ANN-13-04. For a complete description of the "150% Direct Subsidized Loan Time Limit" webinar, refer to Dear Colleague Letter ANN-13-05. No registration is required to view the recorded training sessions.

View the "COD Reporting of Academic Year and Loan Period" session, including its presentation slides and transcript.

View the "150% Direct Subsidized Loan Time Limit" session, including its presentation slides and transcript.

If you have questions about this training, please e-mail Greg Martin.

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Webinar Recordings—2012 Fall Webinar Training Series

This series of four online, instructor-led sessions provided training on the Campus-Based programs, Return of Title IV Funds (R2T4) calculations in clock-hour withdrawal situations, R2T4 calculations for modules, and clock-hour program requirements. Federal Student Aid staff presented this information in four 90-minute modules in October 2012. For a complete description of these webinars, refer to Dear Colleague Letter ANN-12-21.

To view the recordings, handouts, and transcripts, go to our downloads page. No registration is required to view the sessions.

If you have questions about this training opportunity, please e-mail Greg Martin.

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Webinar Recordings—Delinquency and Default Management Webinar Conference

This series of six recorded sessions will assist schools with understanding which borrowers are defaulting and why and how to use this important information to build an effective default prevention strategy. Federal Student Aid staff presented this information over two days in late April 2012. For a complete description of the sessions offered during the webinar conference, refer to Dear Colleague Letter ANN-12-09.

Click on the title of each session below to view the recording:

Default Prevention—Everybody's Business

Identifying Default Risks & Developing a Plan—Working with the Default Prevention Team

Default Management—Working with the Federal Loan Servicers

Reports—NSLDS School Portfolio

Reports—NSLDS Delinquency

Manipulating NSLDS Reports

You can view the transcripts for the recorded training session on the materials and recordings page.

To request the handouts for the recorded training sessions, e-mail DefaultPreventionAssistance@ed.gov.

Note: Neither registration nor a recording key is required to view the session.

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Webinar Recording—Direct Loan Tools

This webinar is on Direct Loan (DL) Tools for Windows, a supplemental software product designed to assist schools with Direct Loan Program reconciliation. The session includes information that will be useful to both EDExpress and non-EDExpress software users and is intended for financial aid and business office staff with Direct Loan reconciliation responsibilities. Federal Student Aid staff presented this information in a one-hour session in mid-June 2012. For a complete description of the session, refer to Dear Colleague Letter ANN-12-11.

This session was also offered in 2010 as part of the Direct Loan Webinar Training Suite. The session has now been updated and expanded to provide current information about Direct Loan Tools. As a reminder, we have updated several of the sessions from 2010 and recordings are available (refer to Dear Colleague Letter ANN-11-28). Additional Direct Loan webinars will be offered in the future to provide further updated information.

You can view the transcript and handout for the recorded training session on the materials and recordings page.

Note: Neither registration nor a recording key is required to view the session.

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Webinar Recording—Direct Loan Reconciliation and Program Year Closeout: Start to Finish

This webinar recording provides an overview of the Direct Loan reconciliation and closeout processes. The emphasis is on Direct Loan reports, tools, and resources available to assist schools in reconciling and closing out in a timely manner. Federal Student Aid staff presented this information in a one-hour session in late April 2012. For a complete description of the session, refer to Dear Colleague Letter ANN-12-08.

You can view the transcript and handout for the recorded training session on the materials and recordings page.

Note: Neither registration nor a recording key is required to view the session.

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Webinar Recording—Business Officer Training Q & A

This webinar addressed recent questions raised by the financial aid community related to the business office and the administration of the Title IV programs, as well as provided an open question and answer period with policy staff. Federal Student Aid staff presented this information in a two-hour session in early March 2012. For a complete description of the session, refer to Dear Colleague Letter ANN-12-05.

You can view the transcript and handout for the recorded training session on the materials and recordings page.

Note: Neither registration nor a recording key is required to view the session.

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Training Recording—Return of Title IV Funds (R2T4)

This 90-minute training session is intended for individuals in the financial aid office who are unfamiliar with the R2T4 requirements, or individuals who would like to learn more about performing the R2T4 calculation. The recorded training session

  • reviews the regulatory requirements of the R2T4 calculation;
  • provides guidance relevant to the most current R2T4 calculation, including a discussion of modules and requirements for schools that are required to take attendance; and
  • includes a Participant's Guide and step-by-step walkthrough of a case study that reviews an R2T4 scenario and provides an opportunity to calculate a return of federal funds.

This training will not cover the R2T4 on the Web online application. The session has two parts. To view each part of the session, click on the links below.

Note: Neither registration nor a recording key is required to view the session.

Session 1 recording.

Session 2 recording.

Download and print the Participant's Guide.

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Webinar Recordings—Direct Loan Primer and Reports

These two webinars, "Direct Loan Reports" and "Direct Loan Primer," are intended for financial aid office, business office, and technical support staff who are new to the Direct Loan Program and are involved in Direct Loan processing. Federal Student Aid staff presented this information in two 90-minute sessions during November 2011. For a complete description of these webinars, refer to Dear Colleague Letters ANN-11-25 and ANN-11-27.

Note: Information from these sessions was provided in 2010 as part of the Direct Loan Webinar Training Suite. These two sessions have now been updated and expanded to provide current information about Direct Loans. In the coming months we will offer additional Direct Loan webinars to further update the training series. For information about the availability of session recordings for the complete 2010 Direct Loan Webinar Training Suite, refer to Dear Colleague Letter ANN-10-40. No registration is required to view the recorded training sessions.

View the "Direct Loan Reports" session.

View the "Direct Loan Primer" session.

View the transcript for each recorded training session.

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Professional Judgment Session Two

This training session is intended for financial aid office personnel who are interested in learning more about the use of professional judgment in the administration of the Federal Student Aid Programs. The recorded training session:

  • Reviews the statutory basis and rationale for professional judgment, as well as the scope of the authority to use professional judgment;
  • Includes a Participant's Guide that provides case studies covering the different types of professional judgment. Participants are guided through the case studies and presented with possible professional judgment determinations, as well as limitations; and
  • Encourages participants to make a determination in accordance with their own school's professional judgment policy.

As a resource for future use, a reference and citation guide on the various types of professional judgment is also included in the Participant's Guide.

Note: A recording key is not required to view the session. An overview of professional judgment was provided in the Professional Judgment Session One training recording. We recommend you view Session One before viewing Session Two. For more information on Session One, refer to Dear Colleague Letter ANN-10-17.

View and download the Participant's Guide and PowerPoint slides of the recorded training session.

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FSA Assessments Training

Federal Student Aid has a comprehensive tool that schools can use to ensure Title IV compliance and program integrity. The FSA Assessments provide schools with a system of evaluating program compliance as well as opportunities to correct problems.

Please visit the FSA Assessment training page on the Quality Assurance web site. This page includes a link to podcasts that give you a quick overview of the assessments. You can also view an all-inclusive Assessment training located on this page, which includes a video, PowerPoint, and transcript.

Federal Student Aid has designed these management assessment modules in collaboration with financial aid professionals to help schools enhance their services. The modules contain links to applicable laws and regulations. If you have questions about how to use this useful tool, please visit our FAQ page.

This chart provides examples of specific compliance issues and recommends related assessments that your school may want to complete.

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Webinar Recording—Default Prevention and Federal Student Loan Servicing Overview

This training is intended for financial aid office personnel, student success staff, and others interested in preventing student loan default. Federal Student Aid staff presented this information in a 90-minute session in November 2010. For a complete description of the session, refer to Dear Colleague Letter ANN-10-38. No registration is required to view the recorded training session.

View the transcript and handout.

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Interactive DL Reconciliation Training

This 70-minute training session is intended for financial aid and business office personnel who are responsible for reconciling and funding Direct Loans. The primary difference between this session and the recorded webinar on Direct Loan reconciliation, offered as part of the Direct Loan Webinar Training Suite below, is the interactive nature of this training. Participants will explore the process of monthly reconciliation using a participant's guide, which will be used as a reference throughout the training and is a valuable resource for future use.

Using the participant's guide, the recorded training session will review how to identify and avoid common cash and disbursement discrepancies, as well as highlight reports, tools, and resources that are available to assist schools with timely reconciliation. Participants will also work through a case study to further explore each step in the monthly Direct Loan reconciliation process. No registration is required to view the recorded training session.

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Direct Loan Training Suite Webinar Recordings

These are the recorded versions of our online, instructor-led training sessions on the Direct Loan Program. This suite of webinars is intended for financial aid office, business office, and technical support staff who are involved in Direct Loan processing. No registration is required to view these sessions.

Federal Student Aid staff presented this information in six 90-minute sessions during June, July, August, and September 2010. For a complete description of these webinars, refer to Dear Colleague Letter ANN-10-23.

  • Direct Loan Reconciliation (This webinar is no longer available, please refer to the Interactive DL Reconciliation Training, above, and Dear Colleague Letter ANN-10-41.)
    Note: We announced the availability of this recording earlier in Dear Colleague Letter ANN-10-37, which was posted to the Information for Financial Aid Professionals (IFAP) website on October 26, 2010.
  • Direct Loan Processing in COD for New Participants (This webinar is under revision and is currently not available.)
  • Direct Loan Programmatic Primer (This webinar was updated and replaced by the Direct Loan Primer, please refer to Dear Colleague Letter ANN-11-28.)
  • Direct Loan Systems Primer (This webinar was updated and replaced by the Direct Loan Primer, please refer to Dear Colleague Letter ANN-11-28.)
  • Direct Loan Tools (This webinar is under revision and is currently not available.)
  • Direct Loan Reports (This webinar was updated; please refer to Dear Colleague Letter ANN-11-28.)

View the transcript and handout for each recorded training session.

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Private Education Loan Disclosure Requirements Recorded Webinar

This is the recorded version of the training that Federal Student Aid staff presented in a 90-minute session in late August 2010. For a complete description of the session, refer to Dear Colleague Letter ANN-10-31. This training is intended for financial aid office personnel interested in implementation of the changes and who want to ensure they are in compliance with the requirements. No recording key is required to view this session; you can leave that field blank.

View the transcript and handout for the recorded training session.

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Direct Loan Webinar Recordings for Business Officers

These are the recorded versions of the webinars that were presented in March and April of 2010. They provide information on key aspects of Direct Loan participation, funding, and cash management. Each webinar is designed for business office staff at schools who are new to the Direct Loan Program and who will maintain, fund, and reconcile Direct Loans. For complete descriptions of the two sessions, refer to Dear Colleague Letter ANN-10-08. No recording key is required to view the training sessions; you can leave that field blank.

View the "Participation and Funding" session.

View the "Cash Management" session.

View the transcript and handout for each recorded training session.

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Pell Grant Calculations for Clock-Hour Programs

This one-hour training session covers the concepts and terms specific to awarding Pell grants for clock-hour programs, including academic program eligibility, clock hour, academic year, award year, scheduled award, annual award, and cost of attendance. This session is intended for financial aid administrators at clock-hour institutions with a beginning to intermediate level of knowledge of Pell grant calculations using Formula 4. To learn more and access the training and accompanying materials, click on the button below.

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NSLDS Aggregate Loan Calculation

This one-hour training is intended for individuals on the financial aid staff who have an intermediate level of knowledge regarding student eligibility and the NSLDS. To learn more and access the training and accompanying materials, click on the button below.

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R2T4 on the Web

R2T4 on the Web is a non-year specific application developed to calculate the return of Title IV funds and is accessible through the FAA Main Menu of the FAA Access to CPS Online Web site. This 75-minute training session is intended for individuals on the financial aid staff who access R2T4 on the Web via FAA Access to CPS Online to perform or monitor R2T4 calculations. To learn more and access the training and accompanying materials click on the button below.

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R2T4 Overview

This one-hour training session is intended for individuals on the financial aid staff who are novices at performing the R2T4 calculation or others who may need to know how to perform the R2T4 calculation that results from a student's withdrawal. To learn more and access the training and accompanying materials click on the button below.

view schedule and register

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COD Computer-Based Training (Downloadable PC software)

Self-paced training in eight sessions that will guide you through each area of the COD system. It simulates the COD web screens and functions. Explores the basic navigation and functions of the COD website and provides practice creating and retrieving information with feedback to help the learner. The program uses fictitious data for over 600 persons and 20 schools that offer a wide range of scenarios.

The program requires a Windows 98 or higher operating system with an ODBC driver for Microsoft Access 2000. Your screen resolution should be set to 1024 x 768 or higher.

go to download page

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FISAP Web-based Training

Self-paced training on the Web! Explains how to complete the annual Fiscal Operations Report and Application to Participate (FISAP) for campus-based program funds. Also covers what to watch for, how to determine appropriate funding requests, how to fill out and submit the FISAP on the Web, and what happens after it is submitted.

go to FISAP training

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Last updated December 17, 2014

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