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The Foundations of Financial Aid Administration Seminar



Email seminars@faexperts.com for more information on this dynamic seminar for success!

This comprehensive seminar offers the information and experience that fosters professional self-confidence and excellent customer service. Designed for individuals with one year or less of financial aid experience, this thorough college-level training program builds a strong foundational understanding of financial aid concepts, theory and practical application.

Our unique curricula is a dynamic synthesis of current rules and regulations, industry best practices, customer service skills and real world examples from instructors with decades of financial aid experience. While this training seminar is essential for all new Financial Aid professionals, personnel from outside the financial aid office will also benefit from a comprehensive knowledge of financial aid functionality and methodology, especially Admissions and Student Accounts professionals. The seminar is also highly beneficial for individuals returning to financial aid administration or for enrollment managers who are new to overseeing financial aid operations.

For professionals that value their time and resources, the Foundations of Financial Aid Administration Seminar is delivered with energy and efficiency in just three days. Other professional seminars of this nature may take up to seven days to complete. The disciplined and rigorous approach of FA Experts eliminates extraneous elements and focuses on efficient delivery of quality content and real world examples. Participants will learn more in three days than most seminars can offer in a week. Plus, FA Experts will not compromise the quality of the individual experience for the sake of student throughput. We limit class sizes and provide two experienced trainers per session to ensure participants receive the one-on-one attention they deserve.

The Foundations of Financial Aid Administration Seminar is comprised of eleven concentrated modules. Each module includes a lecture session and subsequent individual and small group workshops with case studies, mathematical calculations and role-play. Thoughtfully designed for maximum comprehension and impact, the modules include:

DAY ONE:  (9:30 AM to 5:30 PM)
1) History, Principles and Professional Qualifications
2) General Provisions and Administrative Capability
3) Needs Analysis

DAY TWO:  (9:00 AM to 5:00 PM)
4) Budgeting and Packaging
5) Federal Pell Grant
6) Federal Loan Programs
7) Campus-Based and Other Federal Aid

DAY THREE:  (9:00 AM to 4:00 PM)
8) Verification and Professional Judgment
9) Third-Party and Institutional Aid
10) Law, Regulation, Guidance and Program Audits
11) The Art of Counseling Families and Students

Upon successful completion, seminar participants will:

  • Possess a strong understanding of the foundational principles of financial aid administration,
  • Understand the many roles and responsibilities of the financial aid administrator,
  • Have a thorough comprehension of the mathematical calculations involved in federal student aid,
  • Have practical skills in dealing with real-life counseling situations in the aid office,
  • Understand the regulatory and audit processes to help reduce potential institutional liability, and
  • Gain a thorough and comprehensive understanding that "connects the dots" in aid administration.

This exciting and interactive workshop is fast-paced and filled with essential information that provides significant career and professional rewards for many years to come. Institutions will benefit from improved employee effectiveness and efficiency while your student applicants will enjoy greater customer service from your staff's heightened self-confidence and increased comprehension of the entire financial aid process.

Seminar Schedule


The Foundations of Financial Aid Administration Seminar


Sep 22~24

Rochester, NY

Nov 3~5

Rochester, NY



Group Discounts


Do you have two or more people on your staff you'd like to send to this seminar? Contact us to inquire about group discounts or scheduling a seminar on-site at your campus.

FA Experts, Inc. | 300 Hylan Dr., Suite 317, Rochester, NY 14623 | 866.767.5692