Financial Aid Fundamentals Rel 9.2 Ed 4

Duration : 4 Days (32 Hours)

Financial Aid Fundamentals Rel 9.2 Ed 4 Course Overview:

The Financial Aid Fundamentals Rel 9.2 Ed 4 certification is a proficiency test that demonstrates mastery of key aspects of the Oracle PeopleSoft Financial Aid system. It validates the holder’s capability in handling financial aid processes, applying regulations, and managing student aid packages, loan details, processing, and disbursement. Industries, especially in education, use this certification to validate the skills and knowledge of their IT professionals, ensuring efficient handling of financial aid transactions and contributing to increased productivity. This certification reflects a firm grounding in key financial aid concepts and their real-world application.

Intended Audience:

• College or university administrative staff
• Financial aid officers
• Financial aid advisors
• Higher education professionals dealing with student financial services
• Software developers or IT professionals who work with financial aid systems
• Compliance officers within education sector.

Learning Objectives of Financial Aid Fundamentals Rel 9.2 Ed 4:

The learning objectives of the Financial Aid Fundamentals Rel 9.2 Ed 4 course include:

  1. Understanding Financial Aid Processes: Participants will gain an in-depth understanding of the various processes involved in financial aid.
  2. Basic Structure of Financial Aid: Learners will be familiar with the basic structure and components of financial aid programs.
  3. Regulatory Environment: The course will cover the regulatory environment governing financial aid, including relevant laws and policies.
  4. Calculation of Financial Need: Participants will learn how to calculate the financial need of students seeking financial aid.
  5. Managing Financial Aid Records: Learners will be trained to manage and process student financial aid records using the software.
  6. Reporting and Compliance Requirements: Participants will understand the reporting and compliance requirements related to financial aid.
  7. Financial Aid Eligibility: The course will enable participants to make judgments on financial aid eligibility based on specific criteria.
  8. Packaging Awards: Learners will be able to determine and package financial aid awards for eligible students.

1 : Course Overview
2 : Business Process Overview
3 : Setting Up the Financial Aid Year
4 : Performing the ISIR Load Process
5 : Performing ISIR Corrections
6 : Managing Data from Other External Sources
7 : Using Financial Aid Terms
8 : Creating Student Budgets
9 : Creating Disbursement Plans and Split Codes
10 : Creating Financial Aid Item Types
11 : Using Ability to Benefit (ATB)
12 : Setting Up SULA
13 : Setting Up Pell Grant
14 : Setting Up Direct Loan
15 : Defining Packaging Plans
16 : Performing Financial Aid Packaging
17 : College Financial Plan
18 : Processing Pell Grant
19 : Processing Direct Loan
20 : Using Satisfactory Academic Progress
21 : Performing Financial Aid Disbursement
22 : Course Review

Financial Aid Fundamentals Rel 9.2 Ed 4 Course Prerequisites:

• Prior knowledge of financial aid concepts
• Understanding of PeopleSoft Financial Aid Module
• Familiarity with Oracle PeopleSoft applications
• Basic knowledge of U.S. financial aid regulations
• Previous experience in financial aid administration.
• Proficiency in navigating PeopleSoft applications.

Discover the perfect fit for your learning journey

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Live Online

  • Convenience
  • Cost-effective
  • Self-paced learning
  • Scalability


  • Interaction and collaboration
  • Networking opportunities
  • Real-time feedback
  • Personal attention


  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Certified Trainers.
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

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