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Multiday Session Course

S24-3000 Utilizing Student Loan Coaching to Help Clients Reduce Financial Burdens (2 Half Days)


Total Credits: 6 including 6 Category I CEs

Categories:
3000 Financial Social Work
Instructor:
Tisa Silver Canady, EdD, MBA
Course Levels:
Intermediate
Duration:
6 hours
Target Audience:
Social Workers, LCPCs, and Psychologists

Dates
Schedule at a glance


Description

Student loans are one of the largest lifetime debts incurred by individuals and families, thus making loan repayment a central factor in household financial well-being. This virtual 2-part course provides intensive training on all aspects of student loan debt, including how to work with students and graduates on strategies to budget and plan for loan repayment, access loan consolidation and forgiveness programs, and prevent student loan defaults. Participants will become familiar with the complex and ever-changing student loan repayment and forgiveness issues and landscape and will learn how to incorporate financial coaching techniques and student loan resources into their practice specifically to address student debt burdens with clients.   

Instructor

Tisa Silver Canady, EdD, MBA Related Seminars and Products


Tisa Silver Canady, EdD, MBA, is a financial wellness advocate for today’s scholar. As an author and collegiate financial wellness expert specializing in student loan debt, she has personally advised students and families on the repayment of more than $90 million in student loans. Dr. Silver Canady has extensive experience in higher education as an administrator, faculty member, and researcher. As the Director of Financial Education and Wellness at the University of Maryland, Baltimore, she was responsible for campus-wide financial education programming and debt management initiatives. Since 2012, Dr. Silver Canady has provided training to financial aid administrators on financial literacy and program development through the Delaware–DC–Maryland Association of Student Financial Aid Administrators. Dr. Silver Canady also served as a faculty member at the University of Delaware, specializing in principles of corporate finance and securities analysis. In 2007, she received the Student Choice Excellence in Undergraduate Teaching Award. During her time at the University of Delaware, she served as a frequent contributor to the WHYY PBS 12 Nightly Business Report. A highly sought-after thinker on personal finance, Dr. Silver Canady has authored personal finance content for outlets including Forbes, Investopedia, and BET. Her financial insights also have been featured in radio, television, and print outlets, including TIME, Ladies’ Home Journal, ESSENCE Magazine, FOX Business, MSN Money, Yahoo! Finance, USA Today, Black Enterprise, and Maryland Public Television. In 2018, Dr. Silver Canady conducted Campus-Based Financial Education in Maryland: A Survey of Postsecondary Institutions (SPIN) to assess needs and opportunities to invest in financial education and student financial well-being programs on Maryland’s postsecondary campuses. The project earned the endorsement of the State of Maryland’s Financial Education and Capability Commission. Passionate about how the student loan crisis has perpetuated a wealth gap in the Black community, Dr. Silver Canady released Borrowing While Black (2020), a book that focuses on helping Black borrowers make strategic decisions about student loans. In 2021, she launched the Maryland Center for Collegiate Financial Wellness. The Center fosters a continuum of campus-based financial wellness programming and supports that build financial life skills and empower students to thrive. Dr. Silver Canady is on a mission to increase financial education around student loan borrowing. A double graduate of the University of Delaware, she earned a doctorate in higher education administration/community college leadership from Morgan State University.   


Agenda & Learning Objectives

AGENDA:

DAY 1 

8:50-9 am: Login 

 

9-9:05: CPE Introduction and Ground Rules 

9:05-9:20: Introductions and Review of Learning Objectives 

9:20-10: Introduction to Student Loans 

10 – 10:50: The Student Loan Repayment Experience 

 

10:50-11: Break 

 

11 – 12:15: Student Debt Relief Programs and Eligibility 

 

12:15 Questions and Adjournment 

 

DAY 2  

8:50-9 am: Login 

 

9-9:05: CPE Introduction and Ground Rules 

9:05-9:10: Day 1 Recap 

9:10-10:50: Student Loan Strategy Development 

 

10:50-11: Break 

 

11 – 12: Tips for Incorporating Student Loan Coaching into Practice 

12-12:15: Closing Thoughts 

 

12:15 Adjournment  

 

LEARNING OBJECTIVES:

Upon the completion of this workshop, participants will be able to:

  • Locate major developments in the student loan landscape, including current events related to one-time benefits and forthcoming changes.   

  • Describe the sequence of events during the borrowing experience from evaluating lending options to outcomes during repayment.   

  • Describe loan types and terms, including the unique features that distinguish student loans from other forms of credit.   

Bibliography & References

BIBLIOGRAPHY & REFERENCES

 

National Consumer Law Center and Student Borrower Protection Center, 2021. Education Department's Decades Old Debt-Trap: How the Mismanagement of Income-Driven Repayment Locked Millions in Debt https://www.nclc.org/wp-content/uploads/2022/08/IB_IDR-1.pdf  

 

Student Borrower Protection Center, 2020. Broken Promises: How the Department of Education's Failures and Industry's Abuses Deny FFEL Borrowers Public Service Loan Forgiveness https://protectborrowers.org/wpcontent/uploads/2020/12/BrokenPromises_FFEL.pdf  

 

National Consumer Law Center and Student Borrower Protection Center, 2021. Education Department's Decades Old Debt-Trap: How the Mismanagement of Income-Driven Repayment Locked Millions in Debt https://www.nclc.org/wp-content/uploads/2022/08/IB_IDR-1.pdf  

 

Silver Canady, Tisa (2020). Borrowing While Black. https://www.amazon.com/Borrowing-While-Black-Melanin-Matriculation/dp/1734333952  

 

Student Borrower Protection Center, 2020. Broken Promises: How the Department of Education's Failures and Industry's Abuses Deny FFEL Borrowers Public Service Loan Forgiveness https://protectborrowers.org/wp-content/uploads/2020/12/BrokenPromises_FFEL.pdf  

Course Completion & CE Information

Category I Maryland BSWE Requirement

The Office of Continuing Professional Education at the University Of Maryland School Of Social Work is authorized by the Board of Social Work Examiners in Maryland to sponsor social work continuing education programs. This workshop qualifies for 6 Category I Continuing Education Units. The Office of Continuing Professional Education is also authorized by the Maryland Board of Psychologists and the Maryland Board of Professional Counselors to sponsor Category A continuing professional education.


Please refer to the tab "Live Interactive Webinar Policies & FAQs" for UMSSW Office of CPE policies regarding all live interactive webinar related matters.

Target Audience

Social Workers, LCPCs, and Psychologists

We welcome anyone interested in the topic!

 

Late Fees and Refunds

The base price is $70 and includes CE credit. A non-refundable late fee of $20 is added on February 14, 2023.

Cancellations** must be received 24 hours in advance prior to the workshop to receive a refund or an account credit.

Late fees cannot be refunded or applied to  account credit. 

**ALL cancellations will be subjected to a $35.00 administration fee.**

Live Interactive Webinar Platforms

LIVE INTERACTIVE WEBINAR PLATFORMS

The Office of Continuing Professional Education hosts Live Interactive Webinars through two platforms: Zoom and WebEx.

Both platforms offer high quality and user-friendly webinar platforms for our registrants.

 

System Requirements:

  • Operating Systems: Windows XP or higher; MacOS 9 or higher; Android 4.0 or higher.
  • Internet Browser: Google Chrome; Firefox 10.0 or higher.

Our system is not compatible with the Safari web browser.

  • Broadband Internet Connection: Cable, High-speed DSL and any other medium that is internet accessible.

**Please have your device charging at all times to ensure that your device does not lose power during the webinar.

 

Course Interaction Requirements:

To participate in Live Interactive Webinars, you MUST have a device that allows you to view the presentation on screen and hear the instructor at all times. We do not allow participants to call-in from their phones or mobile devices and solely listen to the presentation. Participation in Live Interactive Webinars is mandatory.

Webinar Policies & FAQs

Click The Link to View The Webinar Policies & FAQs

https://umbsswcpe.ce21.com/Page/live-interactive-webinar-procedures-policies-4129

 

 

ADA Accommodations

If you are requesting ADA accommodations, please contact our office via email at least two weeks prior to the workshop date. Requests after that date may not be fulfilled.  

Our email address is cpe@ssw.umaryland.edu.