Higher Education Loans

Start Date: October 11, 2022
Duration: 8 Weeks
Price: $499.00

Registration for this course is not open.

NASFAA U Online Course Logo

(Note: After registration, the Access Course button will display, which can be used to access the course learning system. While the learning system is always available, your course will populate in your account shortly before the class start date.)

This eight-week interactive online course will review the types of higher education loan programs. It will cover the Direct Loan application and origination process, eligibility criteria, annual and aggregate limits, loan periods, loan repayment plans, deferments, forbearance, discharges and counseling requirements. It will also cover private education loans, institutional loans, and loan disclosures and practices. This course is the perfect learning tool for new and intermediate level financial aid professionals designed to provide the necessary tools and subject matter expertise to guide you through the Direct Loan process, as well as provide a general overview of all higher education loans.

Course Outline

  • Lesson 1: Types of Loans, Application and Origination Process
  • Lesson 2: Factors for Calculating Direct Loan Amounts
  • Lesson 3: Annual and Aggregate Direct Loan Limits
  • Lesson 4: Frequency of Annual Direct Loan Limits
  • Lesson 5: Private and Institutional Loans 
  • Lesson 6: Repayment Features of Direct Loans and FFEL
  • Lesson 7: Available Repayment Plan Options and Loan Consolidation
  • Lesson 8: Loan Counseling Requirements and Loan Disclosures 

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 one hour 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 Live Instruction 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* (*Tuesday due to federal holiday)


2:00 p.m. ET

Application Session


2:00 p.m. ET

Lesson 1 Review and Lesson 2 Instruction


2:00 p.m. ET

Application Session


2:00 p.m. ET

Lesson 2 Review and Lesson 3 Instruction


2:00 p.m. ET

Application Session


2:00 p.m. ET

Lesson 3 Review and Lesson 4 Instruction


2:00 p.m. ET

Application Session


2:00 p.m. ET

Lesson 4 Review and Lesson 5 Instruction


2:00 p.m. ET

Application Session


2:00 p.m. ET

Lesson 5 Review and Lesson 6 Instruction


2:00 p.m. ET

Application Session

11/21/2022 - 11/25/2022

No class - Thanksgiving week


2:00 p.m. ET

Lesson 6 Review and Lesson 7 Instruction


2:00 p.m. ET

Application Session


2:00 p.m. ET

Lesson 7 Review and Lesson 8 Instruction


2:00 p.m. ET

Application Session


2:00 p.m. ET

Lesson 8 Review & 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 certified FAA, this course is eligible for 10 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 Downing Ryan West
Tonya Hsiung
NASFAA U Manager
David Downing
NASFAA U Instructor
Ryan West, FAAC® 
Adjunct Instructor

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 [email protected]. 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 October 6, 2022
  • $50 cancellation fee October 6, 2022 - October 10, 2022

If you do not cancel by 6:00 a.m. ET, October 11, 2022, 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 [email protected].

Additional Payment Option

This course is eligible for NASFAA Learning Credit usage.

Additional Questions

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

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