Custom Training

Overview and Credential Training

Financial aid staff must have the training and skills to award, process, and disburse federal Title IV aid, while maintaining compliance with the rules and regulations.

Blue Icon offers you a choice of overview or in-depth training on all 17 NASFAA training topics, including Return of Title IV Funds, Consumer Information, and Verification. With in-depth training, you and your staff are qualified to sit for the respective NASFAA CREDENTIAL TEST.  

Why select a custom training solution? 

  • Train your entire staff at one time or break into teams.
  • Create your own training schedule — daily, weekly, monthly.
  • Pick the time of year (or time of day) when your office is less busy. 
  • Select online training via Zoom (no travel costs) or on-site and in-person. 
  • Review the training as often as you like with session recordings. (Recordings available up to six months.)

Custom Training Case Study: Glendale Community College


Customer Service Training for Financial Aid Professionals

In addition to Title IV training, Blue Icon has developed a robust, interactive customer service training experience, which is customized for your school type, size, and student population. Training includes small group activities and facilitated discussions. Each session can be recorded so you can train future staff. (Recordings available up to 12 months).

Professional Development Topics

We will work with you to determine your staff training needs and develop a plan and timeline to meet your training goals. 

Blue Icon's custom training helped get our new team members up to speed quickly so we don't feel like a "new" office. I also participated in new director group coaching, which gave me invaluable tips to build the office and my confidence as a leader."
— Ozie Ratcliff, Director of Financial Aid, Jackson State University

Ready to talk with Blue Icon?

Please contact us via email, call (202) 785-6953, or complete our online request form.

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