Pre-Con: NASFAA-U Credential Session

  • 17 Oct 2021
  • 8:00 AM - 12:00 PM
  • Embassy Suites Myrtle Beach


  • Registration is for one NASFAA-U training session. Participation in this session allows you to take the NASFAA-U Credential Exam for either Verification or Cost of Attendance (Session Selection within the Event Registration). Lunch is not included.


Pre-Conference NASFAA U Credential

October 17, 2021

8:00am – 12:00pm
Embassy Suites Myrtle Beach

Join your colleagues at this pre-conference session and take advantage of this opportunity to earn a NASFAA-U Credential in either Satisfactory Academic Progress or Cost of Attendance (Select 1 Session/Credential to Attend).

Take your career to the next level with NASFAA Professional Credentials. The NASFAA-U credential program provides a nationally-recognized standard in financial aid training and allows you to earn recognition for your mastery of content. A professional credential benefits you by:

  • Expanding your student financial aid knowledge
  • Improving your job performance and service to students
  • Providing tangible evidence of your knowledge for employers
  • Differentiating between you and less qualified personnel
  • Giving you and your organization a competitive edge

Registration for this event costs $50 and includes materials necessary to participate in the training and take the NASFAA-U Credential Exam for the chosen session. Lunch is not included.

You must be a SCASFAA Member to register for this session. Members are not required to attend the Annual Conference to attend this session.

During Registration, you will have the option to select to attend either the Satisfactory Academic Progress or Cost of Attendance Credential Training.  Information about each session is below:

Satisfactory Academic Progress

This 4 hour course provides an overview of satisfactory academic progress (SAP) concepts and guides the learner through evaluating SAP, appeals, and additional policy considerations. Quick quizzes, learning activities, and reflection questions help reinforce content and help individuals understand SAP. Completion of this course will provide you with a self-study guide to study to take the corresponding NASFAA Professional Credential test.

Learning Objectives

Lesson 1: Introduction to Satisfactory Academic Progress

  • Understand foundational concepts of satisfactory academic progress; and
  • Know about satisfactory academic progress consumer information requirements.

Lesson 2: Evaluating Satisfactory Academic Progress 

  • Frequency of SAP evaluations and school options;
  • How to evaluate the quantitative and qualitative components of SAP; and
  • The consequences of a student not meeting SAP standards. 

Lesson 3: SAP Appeals, Probation, and Academic Plans

  • School options related to SAP appeals, financial aid probation, and academic plans;
  • Circumstances and conditions under which a student may appeal a SAP determination and the elements which must be included in a SAP appeal;
  • Requirements of the financial aid probation status and academic plans; and
  • Requirements related to regaining eligibility after failing to maintain SAP. 

Lesson 4: Additional SAP Policy Elements 

  • Understand the additional elements which must be incorporated into a SAP policy.

Cost of Attendance

In this informative four hour course you will learn the principles and purposes of the student budget construction process, gain an understanding of how to build student budgets (including sources for setting the value of cost components), learn about the various allowable budget components and restrictions for certain categories of students, and become familiar with budget recalculations and the impact of non-Title IV aid on the cost of attendance. Upon completion of this course you will be given a self-study guide to aid in further preparation to take the NASFAA Professional Credential test.

Learning Objectives

Lesson 1: Student Budget Construction 

  • Understand the principles and processes of student budget construction.

Lesson 2: Cost of Attendance Components and Restrictions 

  • Concepts of cost of attendance (COA);
  • Allowable costs for awarding federal student financial aid; and
  • Restrictions on COA components.

Lesson 3: Recalculations and Non-Title IV Aid 

  • Understand the cost of attendance recalculation requirements and options.
  • Be able to detail how non-Title IV aid impacts the cost of attendance.

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