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Navigating the Financial Aid Network

A required course in the Independent Educational Consultant Certificate Program.

Course Description

This course is designed for educational consultants interested in broadening their range of services to parents and their dependent student. It focuses on vehicles of college funding, issues of affordability, and sources of federal and institutional financial aid. Consultants can help students gain access to colleges that are affordable for them. We review the Federal Methodology (FM) and Title IV funding, which includes all types of federal student aid, such as loans, grants, work-study, the FAFSA, the SAR and loan repayment terms. We also review the Institutional Methodology (IM) used by elite private colleges via the CSS Profile form, types of scholarships available, and the role of enrollment management in financial aid. 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 about the role of the financial aid administrator and circumstances that may qualify for professional judgment. We review how to position our services, 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
  • $755
  • June 19, 2023 to August 06, 2023
  • Delivery Mode: Online
  • Reg#: 00068
  • ID/Units: EDUC X406.1  (2.00)
    ( Section 1 )
  • Quarter: Summer 2023


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 included maintaining compliance of federal and state regulations, reviewing and awarding financial aid, coordinating loan programs, developing a debt management program and counseling 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 located in Beverly, Massachusetts while working full time in their financial aid office as the Assistant Director. As an adult learner herself, this 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 EASFAA and NASFAA’s Retiree Group.

Textbook Information

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

Required Textbook(s):

Paying for College: Everything You Need to Maximize Financial Aid
Book - ISBN: 9780593516492
CHANY, Princeton Review

Optional Textbook(s):

Book - ISBN: 9781793298447

Meeting Schedule

EventDateDayStart TimeEnd TimeLocationRoom
START06/19/2023Monday------Online (Access Begins)---
END08/06/2023Sunday------Online (Access Ends)---