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Training on Specific Functions



Live Internet Town Hall Meeting—Higher Education Opportunity Act

We are pleased to announce our Town Hall Meeting on the Higher Education Opportunity Act (the HEOA), Pub. L. 110-315. This will be a live Internet broadcast during which we will answer questions related to the HEOA. The HEOA was enacted on August 14, 2008 and reauthorizes the Higher Education Act of 1965, as amended (the HEA).

We know that members of the community have outstanding questions related to the provisions in the HEOA. This is an opportunity for participants to submit those questions in advance and then attend the meeting, which will be devoted to answering the questions.

Federal Student Aid trainers will present the questions and answers in the 90-minute meeting on Thursday, May 21, 2009 at 1:30 P.M. (EDT).

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Live Internet Webinar on the HEOA changes to the Federal Family Education Loan (FFEL) and Direct Loan programs

We are pleased to announce our online, instructor-led training on the HEOA changes to the Federal Family Education Loan (FFEL) and Direct Loan programs. This ninety-minute session will be offered on four different days to provide ample opportunity for those interested in attending.

  • April 30, 2009 at 3:00 pm (EDT).
  • May 13, 2009 at 2:00 pm (EDT).
  • June 2, 2009 at 1:00 pm (EDT).
  • June 8, 2009 at 12:00 pm (noon) (EDT).

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Live Internet Webinar on HEOA and ECASLA changes to Pell, ACG, National SMART, and TEACH Grant Programs

We are pleased to announce our online, instructor-led training on the HEOA changes to the Pell and TEACH Grant programs and the ECASLA changes to the ACG and National SMART Grant programs. This ninety-minute session will be offered on five different days to provide ample opportunity for those interested in attending.

  • May 6, 2009 at 1:30 pm (EDT)
  • May 13, 2009 at 12:00 (noon) pm (EDT)
  • May 20, 2009 at 1:30 pm (EDT)
  • June 4, 2009 at 11:30 am (EDT)
  • June 9, 2009 at 11:30 am (EDT)

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Historically Black Colleges and Universities Summer 2009 Workshop

This training, "Achieving Results Together: Delivering Federal Aid to Students and Maintaining Institutional Compliance," is designed to reinforce the critical role that compliance plays in the effective administration of the Title IV Student Financial Assistance programs on your campus. A proactive institutional approach to meeting compliance goals is one that requires not only the support and encouragement of the President/CEO, it also is dependent upon all other members of the institutional Title IV administrative team understanding the role they play in this process. Therefore, we strongly encourage you to support the participation of staff not only from the student financial aid area but also fiscal affairs, student accounts, bursars, registrars, etc. These workshops are offered from May 19 thru June 23, 2009 at ten locations.

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Live Internet Webinar on Direct Loan Processing for New Participants

We are pleased to announce instructor-led, online training that will focus on Direct Loan processing basics related to origination records, credit checks, electronic promissory notes, disbursements, funding, reconciliation, Direct Loan reports, Direct Loan servicing, resources for borrowers, and resources for schools. This training is geared to individuals on the financial aid staff at schools new to the Direct Loan Program or at schools that already process Direct Loans but who are new in their positions.

We will first present this training in a 90-minute session on Tuesday, February 24, 2009 and will then repeat the session on the last Tuesday of each month through July 2009. The schedule is as follows:

  • Tuesday, February 24, 2009, 3:00 P.M. (ET)
  • Tuesday, March 31, 2009, 3:00 P.M. (ET)
  • Tuesday, April 28, 2009, 3:00 P.M. (ET)
  • Tuesday, May 26, 2009, 3:00 P.M. (ET)
  • Tuesday, June 30, 2009, 3:00 P.M. (ET)
  • Tuesday, July 28, 2009, 3:00 P.M. (ET)

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2007-08 FSA Assessments Training

Federal Student Aid has a comprehensive tool that schools can use to ensure Title IV compliance and program integrity. The FSA Assessments provide schools with a system of evaluating program compliance as well as opportunities to correct problems.

The 2007-08 FSA Assessments training is now available. You will need to download the PowerPoint presentation before the training so that you can use it while viewing the recorded session.

View the recorded session. Enter your name and click View Recording.

Federal Student Aid has designed these management assessment modules in collaboration with financial aid professionals to help schools enhance their services. The modules contain links to applicable laws and regulations. If you have questions about how to use this useful tool, please visit our FAQ page.

This chart provides examples of specific compliance issues and recommends related assessments that your school may want to complete.

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Return of Title IV Funds Software

This training is aimed at intermediate level users of the Federal Student Aid's online systems such as FAA Access to CPS Online. It is is designed to show how to properly configure the R2T4 tool for your institution's needs. We will also cover the various reporting features of the R2T4 software.

Each training session will be conducted by two federal trainers and will last one hour and thirty minutes. The sessions will provide hands-on exercises in using FAA Access to CPS Online along with supplemental study materials that can be downloaded from the Web. During the session you will be able to interact with the instructors using your computer keyboard.

Participants will be required to download the training materials prior to the session. The download link will be provided in your registration confirmation.

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Applicant Data Resolution

We are pleased to announce the Podcast availability of our recent 2007-08 instructor-led online training on applicant data resolution. The three Podcasts are condensed versions of the ADR training and are approximately 12 minutes in length. Each Podcast will provide a quick refresher or basic introduction visual and auditory tour of how to use our Web-based systems such as FAA Access to CPS On-line to resolve student application rejects, common (and not so common) student eligibility issues, and how to access other important services. You may view more about the Podcast availability by clicking below.

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COD Computer-Based Training (Downloadable PC software)

Self-paced training in eight sessions that will guide you through each area of the COD system. It simulates the COD web screens and functions. Explores the basic navigation and functions of the COD website and provides practice creating and retrieving information with feedback to help the learner. The program uses fictitious data for over 600 persons and 20 schools that offer a wide range of scenarios.

The program requires a Windows 98 or higher operating system with an ODBC driver for Microsoft Access 2000. Your screen resolution should be set to 1024 x 768 or higher.

go to download page

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EDExpress Basics: A Web-based Tutorial (final version, includes ADA-compatible version)

Self-paced training that teaches basic skills required to access and navigate the EDExpress and EDconnect software. A beginning user learns the functionality and practices using the software in a simulated environment. This product is strongly recommended before attending the instructor-led EDExpress training online. We are pleased to announce the release of the third and fourth modules of EDExpress Basics. The third module covers Pell grant and Direct loan processing functions. We have also added the Section 508 ADA-compatible version of the training.

Recommended for financial aid office professionals who have day-to-day responsibilities for using EDExpress.

go to EDExpress training

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FISAP Web-based Training

Self-paced training on the Web! Explains how to complete the annual Fiscal Operations Report and Application to Participate (FISAP) for campus-based program funds. Also covers what to watch for, how to determine appropriate funding requests, how to fill out and submit the FISAP on the Web, and what happens after it is submitted.

go to FISAP training

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Last updated April 29, 2009

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