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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 Support@PayForED.com.
Published List of Disciplined Designees

None