Course curriculum

  • 1

    Welcome to the College Aid Pro Foundations Course

    • About This Course

    • A Welcome Message from College Aid Pro

    • How to Navigate

  • 2

    Chapter 1: Financial Aid 101

    • About Financial Aid 101

    • Lesson 1: What is Financial Aid?

    • Lesson 2: What is Need - Based Financial Aid?

    • Lesson 3: What is Merit - Based Financial Aid?

    • Lesson 4: What are the 3 EFCs?

    • Lesson 5: When to Submit the FAFSA

    • Lesson 6: How to Complete the FAFSA Application

    • Lesson 7: How to Complete the CSS Profile

    • Lesson 8: What are Subsidized vs. Unsubsidized Student Loans?
  • 3

    Chapter 2: Setting Up and Customizing College Aid Pro

    • Overview

    • Lesson 1: Advisor Dashboard Tour

    • Lesson 2: Upload a Photo

    • Lesson 3: Uploading Your Logo and Adding Disclosures

    • Lesson 4: Setting Up Default College List
  • 4

    Chapter 3: On-Boarding and the Data-Gathering Process

    • Overview

    • Lesson 1: Ways to Set-Up CAP Client On-Boarding

    • More Ways to Set-Up CAP Client On-Boarding

    • Lesson 2: Using the Client Self - Registration Link

    • The Self-Registration Link From the Client View
  • 5

    Chapter 4: The College Aid Pro Family Portal

    • Overview

    • Family Portal: From the Advisor Side

    • Family Portal: From the Client Side
  • 6

    Chapter 5: Gathering Client Data

    • Overview

    • Parent Bio

    • Parent Income

    • Parent Assets

    • Student Information- Bio, Income and Assets
  • 7

    Chapter 6: Creating a Budget With CAP Pre-Approval Tool

    • Overview

    • Understanding Parent Contribution

    • Understanding the Student's Contribution

    • Understanding Other Family Contributions

    • Finishing-Up Pre-Approval Process
  • 8

    Chapter 7: Using the CAP Schools Tool

    • Overview

    • How to Leverage the Side - by - Side Schools Comparisons

    • How to Leverage the Schools Advanced Search Functions

    • Examining Financial Aid Models: Ohio State University

    • Examining Financial Aid Models: Penn State University

    • Examining Financial Aid Models: Yale University

    • Examining Financial Aid Models: Denison University

    • Examining Financial Aid Models: Miami University

    • Finishing Up with the Schools Tool
  • 9

    Chapter 8: Using the CAP Applications, Awards and How to Pay Tools

    • Overview

    • Lesson 1: The CAP Applications Tool

    • Lesson 2: The CAP Awards Tool

    • Lesson 3: The CAP How To Pay Tool - Part 1

    • The CAP How To Pay Tool - Part 2

    • The CAP How To Pay Tool - Part 3

    • The CAP How To Pay Tool - Part 4
  • 10

    Chapter 9: Using the CAP Documents, Scenarios and Reports Tools

    • Overview

    • Lesson 1: The CAP Documents Tool

    • Lesson 2: The CAP Scenario Tool

    • Lesson 3: The CAP Reports Tool

    • The CAP Reports Tool -First Year Projections Report

    • The CAP Reports Tool -All Four Years Projections Report

    • The CAP Reports Tool - Four Years Projections Report

    • The CAP Reports Tool - How To Pay Projections Report

    • The CAP Reports Tool- Report Export Functions
  • 11

    Chapter 10: Examples of College Aid Pro in Action

    • CAP in Action Overview

    • CAP in Action: Example of A Client Meeting
  • 12

    How to Earn a CAP Certificate

    • Instructions

    • Financial Aid 101 Quiz

    • CAP Foundations Quiz

  • 13

    Next steps

    • Congrats on Finishing! Here's what's next...

    • How to Keep Learning

    • Before you go...