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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 Introduction to Federal Student Aid, which may take up to 20 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 October 30–November 3, 2017, training in Dallas, Texas. That workshop is reserved specifically for clock-hour schools.

Q5: What will the training cover?

A5: 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?

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 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 require that you cancel your registration so that other individuals 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 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, 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 "Introduction to Federal Student Aid".
  5. To launch the online course, click "Start This Course Here!"

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

A7: The in-person training workshops will be offered July 2017 through June 2018 at the Department of Education’s regional training facilities. The schedule and location information follows:


Dates Locations
July 17–21, 2017 Boston, MA
August 21–25, 2017 Atlanta, GA
September 11–15, 2017 Chicago, IL
September 25–29, 2017 New York, NY
October 30–November 3, 2017 Dallas, TX
For clock-hour schools only
November 13–17, 2017 Philadelphia, PA
January 22–26, 2018 San Francisco, CA
February 26–March 2, 2018 Chicago, IL
March 19–23, 2018 Kansas City, MO
April 9–13, 2018 New York, NY
May 7–11, 2018 Washington, DC
June 18–22, 2018 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).

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. 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.

Q9: Will I receive a transcript of completion?

A9: Yes, upon successful completion of the in-person workshop, attendees will be shown how to access and print their transcript that will indicate their certified attendance in the course.

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 Trevor Summers. If you have any questions about registration, please email Scot Davisson.


Last updated June 12, 2017

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