Fundamentals of Enrollment Management

Start Date: May 3, 2021
Price: $299.00

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Duration: 4 weeks


This four-week interactive course is designed for the financial aid professional who seeks to better understand the fundamental concepts pertaining to strategic enrollment management. Financial aid administrators who are exposed to enrollment management concepts are better able to operate within an enrollment management framework, support institutional goals and objectives, and advance into enrollment management positions. This course is facilitated by NASFAA U instructors and will feature enrollment management and financial aid professionals as guests. Upon passing the course, you will receive a NASFAA U Certificate.

Key concepts and topics covered include:

  • The history and evolution of enrollment management
  • Key terms and definitions
  • Organizational structure and key campus partners
  • How a strategic enrollment plan reinforces the institution’s mission and supports student success
  • Overview of the economics of financial aid
  • Packaging decisions
  • Implementation of a strategic enrollment plan
  • Evaluating and adapting the strategic enrollment plan

Course Outline:

  • Lesson 1: Overview of strategic enrollment management
  • Lesson 2: Components of a strategic enrollment plan
  • Lesson 3: Financial assistance as a strategic enrollment management tool
  • Lesson 4: Implementing and assessing a strategic enrollment plan

Course Structure

This course utilizes multiple teaching and learning methods to ensure participants develop a true understanding of the topic. Live instruction, reading assignments, discussion forums, interactive content, and assessments will reinforce key course concepts. 

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

  • Review educational video lessons
  • Complete learning assessments
  • Engage in online discussions
  • Collaborate with other financial administrators 

Weekly due dates for assessments are included in the course syllabus, and all assessments must be submitted by the course end date. The live instruction classes last approximately 75 minutes and are recorded for on-demand viewing by the course attendee. While attendance in the live sessions is optional, we do encourage you to attend due to the collaborative nature of the courses. Please see the Get-Together schedule below for this course (subject to change at the discretion of the course instructors).

Live Instruction Schedule 





2:00 p.m. ET

Intro Session and Lesson 1 Instruction


2:00 p.m. ET

Lesson 1 Review and Lesson 2 Instruction


2:00 p.m. ET

Lesson 2 Review and Lesson 3 Instruction


2:00 p.m. ET

Lesson 3 Review and Lesson 4 Instruction


2:00 p.m. ET

Lesson 4 Review & Wrap-Up*


*Tuesday class due to federal holiday

Course Instructor

David Tolman David Tolman, Instructional Design & Content Specialist

David Tolman has been in the financial aid field since 1992. Like many financial aid administrators, he thought his first financial aid job would just be a temporary thing. Prior to joining NASFAA, David had worked in many positions in the financial aid office, including Director. He also taught Principles of Microeconomics courses when his schedule allowed. As an Instructional Design and Content Specialist at NASFAA, David is able to combine his experience in financial aid and his love of teaching and training. His education includes a Master’s degree from Arizona State University and a Bachelor’s degree from Brigham Young University. David lives with his family in Boise, Idaho.

NASFAA U Course Policies

Attendance Requirements and Due Dates

While there is flexibility built into our online courses to accommodate busy work and life schedules, our courses have weekly due dates, and all assessments must be submitted by the course end date. These due dates will be available in the syllabus, which becomes available on the first day of the course. 

We also strongly encourage participation in the live instruction sessions, but archives will be available for on-demand viewing. 

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. Internet Explorer is not supported. 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. 


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


By submitting your registration, you agree to the following cancellation schedule:

  • $25 cancellation fee before April 2, 2021
  • $50 cancellation fee April 2, 2021 - April 5, 2021

If you do not cancel by 6:00 a.m. ET, April 6, 2021, you will be responsible for the full amount of the registration fee. Medical emergencies will be rescheduled to another available course with a doctor’s note.

Requests to cancel must be sent to

Certified Financial Aid Administrator® Recertification Points

If you are a certified FAA, 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.

Additional Payment Option

This course is eligible for NASFAA Credit Balance usage.

Additional Questions

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

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