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Fundamentals of Federal Student Aid Administration

Please note that all participants wishing to register for the Fundamentals of Federal Student Aid Administration workshop must first successfully complete the online course FSA Coach Fundamentals (formerly known as Introduction to Federal Student Aid), which may take 20 to 30 hours to complete.

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 Q6: 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 Q6: How do I register for the training? to get started.

Q3: I work at a clock-hour school. May I attend any training session?

A3: Yes, a clock-hour school may attend any training listed below.

Q4: I work at a credit-hour school. May I attend any training session?

A4: A credit-hour school may attend any training except for the workshops scheduled for May 6–10, 2019, in Dallas and May 13–17, 2019, in Washington, DC. Those workshops are reserved specifically for clock-hour schools.

Q5: What will the training cover?

A5: The online course, FSA Coach Fundamentals, 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?

Q6: How do I register for the training?

A6: 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 pre-requisite course, FSA Coach Fundamentals. The online course may take 20 to 30 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 course, 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 require that you cancel your registration so that others who wish to attend may do so. Your seat in the workshop is reserved until you cancel your registration.

Note: Everyone must register for the in-person workshop with his or her 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 FSA Coach Fundamentals course 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, click on "Create new account" on the homepage and follow the instructions to create a username and password.
  3. After logging in, click on the Fundamentals Training Series box in the middle of the homepage (identified with a graduation cap icon).
  4. Click on the Let’s Get Started tab, the link in the first bullet, and the FSA Coach Fundamentals course and proceed with the training.

Q7: When and where are the in-person training workshops?

A7: The in-person training workshops will be offered November 2018 through September 2019 at the Department of Education’s regional training facilities. The schedule and location information follows:


Dates Locations
November 5–9, 2018 Philadelphia, PA
December 10–14, 2018 Atlanta, GA
January 14–18, 2019 Seattle, WA
February 25–March 1, 2019 Dallas, TX
March 4–8, 2019 Washington, DC
April 1–5, 2019 New York, NY
April 8–12, 2019 Kansas City, MO
May 6–10, 2019 Dallas, TX
For clock-hour schools only
May 13–17, 2019 Washington, DC
For clock-hour schools only
June 17–21, 2019 Denver, CO
June 24–28, 2019 San Francisco, CA
July 22–26, 2019 Boston, MA
September 16–20, 2019 Chicago, IL

Workshop hours are 9 a.m. to 5 p.m. Monday through Thursday and 9 a.m. to 1 p.m. on Friday. Owners/presidents/CEOs have additional, early classes Tuesday through Thursday that begin at 8 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 FSA Coach Fundamentals course and have received the registration link. Directions to each training workshop and information about nearby hotels are available at the above links and through our registration system and can also be found on Federal Student Aid E-Training by clicking on the Fundamentals Training Series box in the middle of the homepage and choosing the Let’s Get Started tab.

Q8: Is there a charge to attend the workshop? What do I need to bring?

A8: There is no charge to attend the workshop; however, please note that meals or refreshments are not provided.
Once you have registered, your confirmation email will provide instructions for downloading and printing all workshop materials. To reduce cost and provide the most current information in our training, we will not have printed material available the day of training. We recommend you bring pens/pencils, highlighters, and a calculator.

Q9: Will I receive a workshop record of completion?

A9: Upon successful completion of the in-person workshop, attendees may access their record of learning through the dedicated dashboard menu link on the homepage of the E-Training website. You will be able to view and print your Completed Learning page as proof of completion of the Fundamentals Training Series.

We look forward to your participation in this training opportunity. If you have questions about the Fundamentals Training Series, please email Trevor Summers. If you have questions about registration, please email Robert Vallas.


Last updated July 3, 2018

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