Need Analysis/Pell Grant - September 2024

Start Date: September 4, 2024
Duration: Six Weeks
Price: $399.00

Register

NASFAA U 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 six-week interactive online course will review the changes in the federal methodology from the expected family contribution (EFC) to the student aid index (SAI), the calculation of the SAI, and the Federal Pell Grant calculation, including minimum and maximum Federal Pell Grant amounts. This course is the perfect learning tool for financial aid professionals to understand the calculations behind the new SAI and how to calculate the Federal Pell Grant using HHS poverty guidelines.

Course Outline

  • Lesson 1: Introduction to Need Analysis & Federal Pell Grant
  • Lesson 2: Federal Pell Grant Minimum & Maximum
  • Lesson 3: Calculated Pell Grant & SAI Formulas
  • Lesson 4: Student Aid Index Formulas B & C
  • Lesson 5: Pell Grant Formulas
  • Lesson 6: Pell Recalculations, Crossovers, and Year-Round Pell

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

9/4/2024

2:00 p.m. ET

Intro Session and Lesson 1 Instruction*

9/5/2024

2:00 p.m. ET

Application Session

9/10/2024

2:00 p.m. ET

Lesson 2 Instruction

9/12/2024

2:00 p.m. ET

Application Session

9/17/2024

2:00 p.m. ET

Lesson 3 Instruction

9/19/2024

2:00 p.m. ET

Application Session

9/24/2024

2:00 p.m. ET

Lesson 4 Instruction

9/26/2024

2:00 p.m. ET

Application Session

10/1/2024

2:00 p.m. ET

Lesson 5 Instruction

10/3/2024

2:00 p.m. ET

Application Session

10/8/2024

2:00 p.m. ET

Lesson 6 Instruction

10/10/2024

2:00 p.m. ET

Application Session

10/16/2024

2:00 p.m. ET

Wrap-Up*

   

*Wednesday due to federal holiday

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 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

Jackie Cottom

Tonya Hsiung
NASFAA U Program Manager
Jackie Cottom
NASFAA Compliance Generalist and Webinar Producer

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.


Related Content

Is a Student Eligible For Calculated Pell If the Maximum Pell Minus SAI Is Less Than the Minimum Pell Amount Before Rounding To the Nearest $5? (Award Year: 2024-25)

MORE | ADD TO FAVORITES

Special Rule for Pell Grants

MORE | ADD TO FAVORITES

VIEW ALL
View Desktop Version