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College Funding and Student Loan Advisor (CFSLA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization PayForED
Qualification and Training Requirements
Prerequisites

Must have:

  • license and/or registration in a regulated financial services industry or tax field, i.e., brokerage, investment advisor services, insurance, certified public accountant (CPA) or enrolled agent (EA) and
  • two years of industry experience in financial services or a bachelor’s degree in business or finance from an accredited college or university
Designation Training Requirements

Online, self-study course
Designation Exam Type

Online, open-book course exams
Continuing Education Requirements

10 credits every two years
Verification and Complaints
Online Designation Resource

Online at Find an Advisor
Investor Complaint Process

Submit complaints via email to [email protected].
Published List of Disciplined Designees

None