tools and resources for financial aid professionals presented by: kamia mwango, technical...
TRANSCRIPT
Tools And Resources For Financial Aid Professionals
Presented by: Kamia Mwango, Technical Coordinator/Acting Director
Santa Fe College
IFAP• iLibrary
– FSA Handbook!!!– Publications by Program Type,
Function Type Or Document Type
• Tools for Schools – COD Computer-Based Training – Conference Presentations– EDExpress Online Training – Computer Based Trainings– FAFSA Social Media Tools – Financial Literacy Guidance – FSA Assessments – FSA Coach – ISIR Analysis Tool– Net Price Calculator
• Processing Resources– COD– FAFSA & SAR– NSLDS
• Training – Topic Catalog – E-Learning Catalog– Instructor-Led Training Catalog – Past Presentations Catalog
• What’s New– One Stop Shop For All Updates
Posted Within Past 14 Days
Office Of Student Financial Assistance (OSFA)
• State Grants and Scholarships – Comprehensive Website – Dedicated OSFA Outreach
Representative – Program Administration
Training• Webinar • Via Memorandum• Via Website • Via Outreach
Representative
• Florida State Financial Assistance Statutes
• State Board of Education Rules
• Statistical Reports– Annual Report to the
Commissioner – End of Year Reports – Bright Futures
Financial Aid toolkit• Learn about Financial Aid
– Basics of Federal Student Aid
– FAFSA– Loan Repayment
• Outreach Resources– Tips On Hosting Events
• Reaching Your Target Demographic
• How To Effectively Market Your Event
– Sample Presentations
• Training Resources – Federal Student Aid – Links to State Agency and
Nongovernment Organization
– National Training for Counselors and Mentors (NT4CM)
• Tools and Resources – Search By File Type,
Audience, Topic And More!
Professional AssociationsFASFAA• Training
– Regional Workshops– New Aid Officers Workshop – Clock Hour Workshop– Annual Conference
• Leadership Experience• Volunteer Opportunities• Bulletin and Job Board • Listserv
SASFAA• Training
– Annual Conference – New Aid Officers Workshop
• Job Postings• Listserv• Volunteer Opportunities
Professional Associations Cont.
NASFAA• Compliance Resources for
Financial Aid Professionals– NASFAA Code of Conduct
(revised 7/2015)– AskRegs
• Counseling Tools – Financial Aid Night Event Kit – Spanish Language Resources– Foster Youth and Homeless
Students– Assisting Students in Special
Circumstances
• Training– Online (NASFAA University,
CORE: Fundamentals Curriculum for Beginners, and MORE!)
– On Campus– In My Area– National Conference
• Speaker Mentor Directory
Specialized Sites/Services
FSA Pubs• Publication Ordering
– Requires Login
• Materials– Print– PDF
FSA Training• Fsatraining.info
– User Account Required
• Topics– Required Training– Basic Title IV Training– Webinars & Workshops – Training By Topics – Systems Training
State-Sponsored Resources
Mapping Your Future• Online Counseling
– Entrance – Exit – Other Topics
• Prepare For College• Pay For College • Manage Your Money• Explore Careers• Mapping Xpress• Verification Worksheets• Training
– Webinars
• Education Materials
Navigating Your Financial Future
• FREE Materials and Publications – Online – Print
• Training– Students– Schools – Partners
• CGS!Florida
As a result of OSFA’s sponsorship, MYF is
free to all Florida institutions
Financial LiteracyFincert.org• Certified Personal Finance
Counselor – Allows financial counselors to assist
clients w/ establishing personal budgets, evaluating debt, setting financial goals, and developing a plan
• Certified Educator in Personal Finance – Allows financial educators working
in a group setting to teach clients to establish personal budgets, evaluate debt, set financial goals and develop plans
Other Financial Literacy Sites
• $ALT (SALT.org)• CashCourse.org• JumpStart.org• MyMoney.gov• Cheapscholar.org• NerdWallet.com• 360financialliteracy.org
National Center For Education Statistics • Nces.ed.gov – NCES fulfills Congressional mandate to collect, collate,
analyze, and report complete statistics on the condition of American education; conduct and publish reports; and review and report on education activities internationally• Includes:
– IPEDS (Integrated Postsecondary Education Data System)– Publication and Products– Surveys and Programs– Data and Tools – Fast Facts– School Search – News and Events
Tech Tools• Office Productivity
– Office Suite (word processing, spreadsheets, etc.)
– Document Management– Signature Management– CutePDF / Adobe PDF
• Client/Student Service– Document/Signature
Management– Call Management Software
• Collaboration– Store, sync and share
documents online – SharePoint, OneDrive– Dropbox, Google Docs
• Time/Task Management– Email / calendar product
(Outlook, Gmail)– Boomerang, Producteev
• Other– Password Manager
(Roboform)
Discussion: What tools do you use?
Contact Info:Kamia Mwango
Document Management
Electronic Signatures
Contact/Call Center
Verification
Informational Services
Award Letter
Default Management