Cash Management - March 2025

Start Date: March 18, 2025
Duration: Four Weeks
Price: $299.00

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This course will provide you with an overall understanding of the complex world of cash management in Title IV program administration. The course begins with the fundamentals of how academic program structure sets the cycle for disbursing and drawing down Title IV funds. Other topics include obtaining, maintaining and accounting for funds, disbursements and Title IV credit balance requirements, authorization and notifications, and a review of Tier 1 and Tier 2 regulations. This course is the perfect learning tool for intermediate and advanced level financial aid professionals and business office professionals designed to provide the necessary tools and subject matter expertise to help you understand the cash management rules and regulations. Live instruction, discussion topic collaboration, and assessments throughout the course will reinforce key course concepts. 

Additional Payment Option

Would you like to register multiple staff members for this course at a discounted price? This course is eligible for Institutional/Organizational Registration.

Course Outline

  • Lesson 1: Introduction to Cash Management
  • Lesson 2: Requesting and Managing Title IV Funds
  • Lesson 3:  Disbursing Title IV Funds
  • Lesson 4: Notifications and Authorizations

Course Structure

This course utilizes multiple teaching and learning methods to ensure participants develop a true understanding of the topic. 

As a participant of this course, you will be asked to:

  • Attend live instruction;  
  • Complete reading assignments;
  • Review educational video lessons;
  • Complete learning assessments;
  • Engage in online discussions;
  • Collaborate with other financial aid administrators.

While there is flexibility built into our online courses to accommodate busy work and life schedules and the time commitment is variable, you can expect to spend an average of 6 to 8 hours a week on a course. Our courses have weekly due dates for assessments included in the course syllabus, which becomes available on the first day of the course. All assessments must be submitted by the course end date. The live instruction classes last approximately one hour and participation is strongly encouraged due to the collaborative nature of the courses. If unable to attend the live instruction, each class is recorded for on-demand viewing by the course attendee. Please see the Live Instruction Schedule below for this course (subject to change at the discretion of the course instructors).

Live Instruction Schedule 

Date

Time

Session

3/18/2025

2:00 p.m. ET

Intro Session and Lesson 1 Instruction

3/20/2025

4:00 p.m. ET

Application Session

3/25/2025

2:00 p.m. ET

Lesson 2 Instruction

3/27/2025

4:00 p.m. ET

Application Session

4/1/2025

2:00 p.m. ET

Lesson 3 Instruction

4/3/2025

4:00 p.m. ET

Application Session

4/8/2025

2:00 p.m. ET

Lesson 4 Instruction

4/10/2025

4:00 p.m. ET

Application Session

4/15/2025

2:00 p.m. ET

Wrap-Up

Credential Test Access

Complimentary access to the credential test is provided after successfully completing and passing the course. 

Certified Financial Aid Administrator® Recertification Points

If you are a FAAC, this course is eligible for eight Certified Financial Aid Administrator® Recertification Points (RPs). After successfully completing and passing the course, the points will automatically be added to your Dashboard.

Course Instructors

Tonya Hsiung

David Tolman

Tonya Hsiung
NASFAA U Program Manager
David Tolman
NASFAA Instructional Design &
Content Specialist

Technical Requirements

Your online course will be fully browser-based. We strongly recommend using Google Chrome or Firefox as your internet browser for the live instruction meetings. The audio portion of online courses will be delivered directly through your computer’s speakers or attached headphones. We recommend you test your computer's ability to stream audio prior to joining the first live session. We encourage you to have a microphone set up so you can participate in our live instruction sessions, although it is not required. 

Accommodations

If you require any special accommodations for this course, please contact us at [email protected]. Accommodations must be requested at least two weeks prior to the start of the course.

Cancellation Policy

We limit our online class size to ensure that we provide an effective, collaborative learning environment where participants receive experience and attention they need. Requests to cancel must be sent to [email protected]. Medical emergencies will be rescheduled to another available course with a doctor's note.

By submitting your registration, you agree to the following Cancellation Policy:

  • $25 cancellation fee
  • $50 cancellation fee within 48 hours of first day of class
  • $0 refund the day that the course begins

If you do not cancel before 6:00 a.m. ET on the day of the scheduled first day of the class, you will be responsible for the full amount of the registration fee. Please feel free to contact [email protected] for technical questions or concerns about attending an online course.

Additional Questions

For additional questions, please review the helpful guide of Online Course Frequently Asked Questions.


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