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.
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 July 2016–June 2017. 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, and Thursday beginning at 8:00 am. Please make your travel plans accordingly.
This year we are pleased to offer three workshops that are exclusively for schools with clock-hour programs (though clock-hour schools may enroll in any available workshop). The clock-hour-only workshops are scheduled for December 12–16, 2016, in Atlanta; February 6–10, 2017, in Dallas; and May 15–19, 2017, in Chicago. Again, only schools with clock-hour programs will be allowed to attend one of these three workshops.
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 https://fsatraining.info/login/.
- 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 Training" on the main menu bar. From the drop-down menu that appears, choose "Fundamentals Training Series" and select "Introduction to Federal Student Aid 2016–2017." To launch the online course, click "To continue."
FSA Coach is a suite of interactive courses to train both new and experienced financial aid administrators in the essential knowledge and skills needed to successfully administer the federal student aid programs. The Basic Training course, updated for the 2016–2017 award year, is a comprehensive and self-paced online course that is written at an introductory level.
- FSA Coach Basic Training offers 38 lessons in the fundamentals of federal student aid program administration and provides more than 45 hours of instruction.
To complement the Basic Training course, The Intermediate Training course, also updated for 2016–2017, offers training in these specific areas of interest to more experienced financial aid administrators:
- Beyond the Basics of Packaging: Awarding for Summer Sessions and Modules
- Beyond the Basics of R2T4, Including R2T4 for Modules
- Limits to Direct Subsidized Loan Interest Benefits
- Monitoring for Pell Grant LEU and Resolving Unusual Enrollment History Flags
- Administering Federal Student Aid Programs in Nonstandard Terms (new for 2016–2017)
In the coming months, a new Advanced Training course will also be available. Lessons will include a primer for new financial aid directors and how to prepare for a program review.
The Basic Training for Foreign Schools course, now updated for 2016–2017, offers a self-paced, interactive training opportunity for financial aid administrators and school officials working in foreign schools. It comprises 27 lessons and more than 30 hours of training in the fundamentals of federal student aid program administration with a focus on foreign school participation in the Direct Loan Program.
FSA Coach lessons can be completed individually or as part of a full course, allowing users to tailor the training to their 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.
To access the training, log in to Federal Student Aid E-Training with your username and password. After logging in, point your cursor to "FSA Coach" on the main menu bar and choose "Coach Basic," "Coach Intermediate," or "Coach Basic for Foreign Schools," as appropriate, to launch the course.
Note: If you do not have a username and password for Federal Student Aid E-Training, select "Create new account" from the home page and follow the instructions to create a username and password.
The training may also be accessed from the Information for Financial Aid Professionals (IFAP) website at https://ifap.ed.gov/ifap/fsacoach.jsp.
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).