Course curriculum

  • 1

    Welcome!

    • Welcome!
  • 2

    Module 1: Student Loan Basics

    • Module Introduction

    • Why Does Loan Type Matter?

    • Loan Types: 3 Buckets of Loans

    • Confidence Check: Differentiating Loan Types

    • Plan Types: 3 Barrels of Plans

    • Loan Types and Why They Matter

    • Repayment Strategy

    • Confidence Check: Differentiating Loan Repayment Plans

    • Clients' Financial Goals & Calculating Their Payment

    • Knowledge Check: Interest Treatment Between Plans

    • Review: Interest Treatment Between Plans

    • REPAYE Example

    • Review: Student Loan Basics

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

    • Summary & Homework

    • Next Steps: Homework & Administrative Tasks
  • 3

    Module 2: Scenario Review

    • Module Introduction

    • Scenario: Maria

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

    • Consolidating: When is it a Good Idea and When is it a Bad Idea?

    • Knowledge Check: Should your client Consolidate or Refinance?

    • Consolidation Video

    • Knowledge Check: Consolidate vs. Refinance

    • Scenario: Maria is Comparing Jobs

    • Knowledge Check: Maria Comparing Jobs

    • Scenario: Jane

    • Scenario: Jane Calculation Review

    • Knowledge Check: Filing Jointly or Separately

    • Summary & Homework
  • 4

    Module 3: Advanced Topics and LoanSense Software

    • Module Introduction

    • Module 2 HW Questions

    • Review: Marriage HW from Module 2

    • Pro-Tips

    • Arc of The Counseling Session

    • Knowledge Check: Counseling Session

    • Topic: Recent Graduate

    • Knowledge Check: Recent Grad

    • Topic: TEPSLF

    • Knowledge Check: TEPSLF

    • Topic: Paid Ahead Status

    • Tax Obligation & PSLF Qualifying Payment Count

    • Knowledge Check: Tax Obligation & PSLF

    • Summary & Homework
  • 5

    Module 4: From Theory to Practice

    • Module Introduction

    • Check-In

    • Arc of the Counseling Session

    • How Filing with LoanSense Works

    • Arc of the Training Resources

    • LoanSense Services

    • Schedule a Session with a LoanSense Specialist

    • Training Complete