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Navigating the Financial Aid Network

A required course in the Independent Educational Consultant Certificate Program.

Course Description

Often educational consultants focus on the admission process without being aware of college financial aid, how it works, and how it may affect a family’s financial situation. While grades and test scores are important for admission, the Expected Family Contribution (EFC) can position a family favorably or unfavorably within the financial aid award policies of a college. This course covers issues of affordability, sources of college funding, all Title IV federal financial aid, and loan repayment terms. The focus is on families with dependent students. We review FAFSA and CSS Profile forms, the difference between need-based aid, merit-based aid, and the combination of merit-need aid within the role of enrollment management. Through case studies, we learn how to read financial aid packages and how to compare and contrast students' awards from multiple colleges. Participants also learn which circumstances may qualify for professional judgment. We review how to direct families to quality consumer information, work within our expertise, and commit to the highest level of ethical behavior and principles of good practice.

We highly recommend students complete EDUC_X406 Principles of Independent Educational Consulting prior to enrolling in this course. See enrollment confirmation for login information. Due to high demand, early enrollment recommended.

NOTE: This course may have optional, live sessions via Zoom. The sessions will be recorded and posted for students who are not able to attend. The Zoom meeting link and password to join will be provided in the course. A device with audio and visual will be needed to participate. The following student guide provides additional resources/information on how to use and access the course’s Zoom sessions.

  • Details
  • $745
  • September 19, 2022 to November 06, 2022
  • Delivery Mode: Online
  • Reg#: 00040
  • ID/Units: EDUC X406.1  (2.00)
    ( Section 1 )
  • Quarter: Fall 2022


Pamela Walker, M.Ed., has dedicated over 25 years to the financial aid profession. She worked at both private and state colleges with responsibilities that include managing a financial aid budget of approximately $50 million, maintain compliance of federal and state regulations, review and award financial aid, coordinate loan programs, develop a debt management program and counsel families on all aspects of the financial aid process. She graduated with a Bachelor’s of Science Degree in Business Administration and a Master’s Degree of Education from Endicott College while working full time in their financial aid office as the Assistant Director. Being an adult learner herself has helped her understand the challenges many adult students face when working towards a college degree. In 2018, she was awarded a Distinguished Instructor Award from UCI Division of Continuing Education. She is a member of NASFAA’s Retiree Group.

Textbook Information

Textbooks for your course may be purchased from any vendor or bookseller of your choice.

Required Textbook(s):

Book - ISBN: 9780525571544
CHANY, Princeton Review

Optional Textbook(s):

Book - ISBN: 9781793298447

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START09/19/2022Monday------Online (Access Begins)---
END11/06/2022Sunday------Online (Access Ends)---