Course curriculum

    1. Welcome!

    1. Module Introduction

    2. Why Does Loan Type Matter?

    3. Loan Types: 3 Buckets of Loans

    4. Confidence Check: Differentiating Loan Types

    5. Plan Types: 3 Barrels of Plans

    6. Loan Types and Why They Matter

    7. Repayment Strategy

    8. Confidence Check: Differentiating Loan Repayment Plans

    9. Clients' Financial Goals & Calculating Their Payment

    10. Knowledge Check: Interest Treatment Between Plans

    11. Review: Interest Treatment Between Plans

    12. REPAYE Example

    13. Review: Student Loan Basics

    14. Confidence Check: Explaining the factors on when to recommend loan forgiveness

    15. Summary & Homework

    16. Next Steps: Homework & Administrative Tasks

    1. Module Introduction

    2. Scenario: Maria

    3. Knowledge Check: Consolidation. Good idea? Or bad idea?

    4. Consolidating: When is it a Good Idea and When is it a Bad Idea?

    5. Knowledge Check: Should your client Consolidate or Refinance?

    6. Consolidation Video

    7. Knowledge Check: Consolidate vs. Refinance

    8. Scenario: Maria is Comparing Jobs

    9. Knowledge Check: Maria Comparing Jobs

    10. Scenario: Jane

    11. Scenario: Jane Calculation Review

    12. Knowledge Check: Filing Jointly or Separately

    13. Summary & Homework

    1. Module Introduction

    2. Module 2 HW Questions

    3. Review: Marriage HW from Module 2

    4. Pro-Tips

    5. Arc of The Counseling Session

    6. Knowledge Check: Counseling Session

    7. Topic: Recent Graduate

    8. Knowledge Check: Recent Grad

    9. Topic: TEPSLF

    10. Knowledge Check: TEPSLF

    11. Topic: Paid Ahead Status

    12. Tax Obligation & PSLF Qualifying Payment Count

    13. Knowledge Check: Tax Obligation & PSLF

    14. Summary & Homework

    1. Module Introduction

    2. Check-In

    3. Arc of the Counseling Session

    4. How Filing with LoanSense Works

    5. Arc of the Training Resources

    6. LoanSense Services

    7. Schedule a Session with a LoanSense Specialist

    8. Training Complete

About this course

  • $795.00
  • 52 lessons
  • 3 hours of video content