Expert Consulting and Training
Practical financial aid consulting and training that reduces risk, strengthens compliance, and empowers your team to operate with confidence.
What’s Included
Every Financial Aid Consulting engagement includes full access to the services below.
Support is tailored to your school’s needs, and we are happy to accommodate any requests beyond what is listed.
- Eligibility and Applications
Guidance and hands-on support to help schools successfully navigate eligibility requirements and ownership changes.
- Initial eligibility application support
- Change of ownership application support
- Compliance Reviews and File Audits
Thorough reviews designed to identify risk, strengthen compliance, and ensure student files meet regulatory standards.
- Annual compliance review
- Sample student file review
- Student verification review
- Verification validation
- R2T4 computation review
- Training and Education (Unlimited)
Ongoing, practical training that builds confident, compliant financial aid teams at every experience level.
- Basic financial aid training
- Financial aid processes and procedures training
- Compliance training
- Custom online trainings
- Interactive webinars for novice and advanced users
- Support and Advisory Services
Direct access to experienced professionals for timely answers and day-to-day regulatory guidance.
- Regulatory questions support, no robots all human
- Live Q and A support a phone call or email away
- Conference and Resources
Continued education and industry insight through seminars, regulatory updates, and networking opportunities.
- Access to attend our annual FAS and Genesis Seminar
- Monthly regulatory update newsletter
- Connect and network with us at industry conferences