Student Loans Training- Credit Coach edition
Breaks down student loan advisory and software guidance for credit coaches, credit counselors and housing counselors.
Welcome!
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
Training # 3 Payments, Marriage, Consolidation
FREE PREVIEWReview of the Advisor Dashboard
Audio Homework
Audio 2
Arc of the Counseling Session
How Filing with LoanSense Works
Arc of the Training Resources
LoanSense Services
Training Complete