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Training on Specific Functions



General Title IV and Non-Loan Programmatic Final Regulations Live Webinar

This is Federal Student Aid's instructor-led, online training session on final regulations published October 29, 2009, that relate to changes made by the HEOA to the Federal Pell Grant, Federal Work-Study, and TEACH Grant programs, as well as changes to other institutional requirements related to the administration of all Title IV student assistance programs. Click on the button below to register.

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FFEL, Direct Loan, and Perkins Loan Final Regulations Live Webinar

This is Federal Student Aid’s instructor-led, online training session on final regulations published October 28 and 29, 2009, that relate to changes to the FFEL, Direct Loan, and Perkins Loan programs made by the HEOA. Click on the button below to register.

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Pell Grant Calculations for Clock-Hour Programs

This one-hour training session covers the concepts and terms specific to awarding Pell grants for clock-hour programs, including academic program eligibility, clock hour, academic year, award year, scheduled award, annual award, and cost of attendance. This session is intended for financial aid administrators at clock-hour institutions with a beginning to intermediate level of knowledge of Pell grant calculations using Formula 4. To learn more and access the training and accompanying materials, click on the button below.

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Direct Loan Webinar Training Suite

We are pleased to announce a suite of instructor-led, online training sessions on the William D. Ford Federal Direct Loan (Direct Loan) Program. The webinar suite consists of six different 90-minute sessions related to key aspects of Direct Loan processing. We will offer the entire webinar training suite during five different weeks in October, November, and December 2009 to provide ample opportunity for those interested in attending.

The Direct Loan webinar training suite consists of the following sessions:

  • Direct Loan Processing in COD for New Participants
  • Direct Loan Programmatic Primer
  • Direct Loan Systems Primer
  • Direct Loan Reconciliation
  • Direct Loan Tools
  • Direct Loan Reports

The training weeks are as follows:

  • Week 1: October 6–8, 2009
  • Week 2: October 20–22, 2009
  • Week 3: November 3–5, 2009
  • Week 4: November 17–19, 2009
  • Week 5: December 8–10, 2009

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NSLDS Aggregate Loan Calculation

This one-hour training is intended for individuals on the financial aid staff who have an intermediate level of knowledge regarding student eligibility and the NSLDS. To learn more and access the training and accompanying materials, click on the button below.

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R2T4 on the Web

R2T4 on the Web is a non-year specific application developed to calculate the return of Title IV funds and is accessible through the FAA Main Menu of the FAA Access to CPS Online Web site. This 75-minute training session is intended for individuals on the financial aid staff who access R2T4 on the Web via FAA Access to CPS Online to perform or monitor R2T4 calculations. To learn more and access the training and accompanying materials click on the button below.

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R2T4 Overview

This one-hour training session is intended for individuals on the financial aid staff who are novices at performing the R2T4 calculation or others who may need to know how to perform the R2T4 calculation that results from a student's withdrawal. To learn more and access the training and accompanying materials click on the button below.

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2007-08 FSA Assessments Training

Federal Student Aid has a comprehensive tool that schools can use to ensure Title IV compliance and program integrity. The FSA Assessments provide schools with a system of evaluating program compliance as well as opportunities to correct problems.

The 2007-08 FSA Assessments training is now available. You will need to download the PowerPoint presentation before the training so that you can use it while viewing the recorded session.

View the recorded session. Enter your name and click View Recording.

Federal Student Aid has designed these management assessment modules in collaboration with financial aid professionals to help schools enhance their services. The modules contain links to applicable laws and regulations. If you have questions about how to use this useful tool, please visit our FAQ page.

This chart provides examples of specific compliance issues and recommends related assessments that your school may want to complete.

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COD Computer-Based Training (Downloadable PC software)

Self-paced training in eight sessions that will guide you through each area of the COD system. It simulates the COD web screens and functions. Explores the basic navigation and functions of the COD website and provides practice creating and retrieving information with feedback to help the learner. The program uses fictitious data for over 600 persons and 20 schools that offer a wide range of scenarios.

The program requires a Windows 98 or higher operating system with an ODBC driver for Microsoft Access 2000. Your screen resolution should be set to 1024 x 768 or higher.

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EDExpress Basics: A Web-based Tutorial (final version, includes ADA-compatible version)

Self-paced training that teaches basic skills required to access and navigate the EDExpress and EDconnect software. A beginning user learns the functionality and practices using the software in a simulated environment. This product is strongly recommended before attending the instructor-led EDExpress training online. We are pleased to announce the release of the third and fourth modules of EDExpress Basics. The third module covers Pell grant and Direct loan processing functions. We have also added the Section 508 ADA-compatible version of the training.

Recommended for financial aid office professionals who have day-to-day responsibilities for using EDExpress.

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FISAP Web-based Training

Self-paced training on the Web! Explains how to complete the annual Fiscal Operations Report and Application to Participate (FISAP) for campus-based program funds. Also covers what to watch for, how to determine appropriate funding requests, how to fill out and submit the FISAP on the Web, and what happens after it is submitted.

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Last updated November 2, 2009

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