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Multiday Session Course

Utilizing Student Loan Coaching to Help Clients Reduce Financial Burdens

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
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.

 

This workshop is in accordance and compliance with the NASW standards with a focus on the principles of service, importance of human relationships, and competence; and the standard of responsibilities to clients, in practice settings, as professionals, to the social work profession, and to the broader society. 

Maryland: This workshop is in compliance with the Maryland Board of Social Work Examiners’ COMAR 10.42.03.06.A(5).

District of Columbia: This workshop is in compliance with the District of Columbia Board of Social Work 17-70-7008.4. 

Instructor

Tisa Silver Canady, EdD, MBA Related Seminars and Products

Maryland Center for Collegiate Financial Wellness (MCCFW)

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 

12:50 pm - 1:00 pm Login 

1:00 pm - 1:05pm CPE Introduction and Ground Rules 

1:05 pm - 1:20 pm Introductions and Review of Learning Objectives 

1:20 pm – 2:00 pm Introduction to Student Loans 

2:00 pm - 2:50 pm The Student Loan Repayment Experience 

2:50 pm - 3:00 pm Break 

3:00 pm - 3:40 pm Student Debt Relief Programs and Eligibility 

3:40 pm - 4:15 pm Current Events (review of active lawsuits, injunctions, scams, and restructuring)

4:15 pm - 4:30 pm Questions

4:30 pm Adjournment 

 

DAY 2  

12:50 pm - 1:00 pm Login 

1:00 pm - 1:05pm CPE Introduction and Ground Rules 

1:05 pm - 1:10 pm Day 1 Recap 

1:10 pm - 2:00 pm Student Loan Strategy Development 

2:00 pm - 2:50 pm Case Studies (Walkthrough of fictional client scenarios and strategy development)

2:50 pm - 3:00 pm Break 

3:00 pm - 4:00 pm Tips for Incorporating Student Loan Coaching into Practice 

4:15 pm - 4:30 pm Closing Thoughts & Questions

4:30 pm 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

United States Government Accountability Office, 2024. Federal Student Loans: Preliminary Observations on Borrower Repayment Practices after the Payment Pause https://www.gao.gov/products/gao-24-107150

Consumer Financial Protection Bureau 2024. Insights from the 2023-2024 Student Loan Borrower Survey https://consumerfinance.gov/f/documents/cfpb_Insights-from-the-2023-2024-Student-Loan-Borrower-Survey_Report.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   

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   

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

 

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 $130 and includes CE credit. A non-refundable late fee of $20 is added on April 17, 2025.

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

 

 

Code of Conduct

The Office of Continuing Professional Education at the University of Maryland School of Social Work adheres to the NASW Code of Ethics. This policy is to ensure that the training environment for social work professionals remains respectful, productive, and conducive to learning. Disruptive behavior that interferes with the learning process, disrupts the training experience for others, or undermines the integrity of the program will not be tolerated.

 

Expectations for Participant Engagement:

In alignment with the NASW Code of Ethics and the University of Maryland Baltimore Code of Conduct, participants are expected to demonstrate professionalism, which includes respecting confidentiality, maintaining a collaborative and respectful tone, and contributing positively to the group dynamic. Disclosures made during the training (e.g., case studies or personal reflections) must be handled with care and in accordance with ethical and legal guidelines.

All participants in the training program are expected to:

  • Engage actively in the learning process and show respect for the opinions and contributions of others.
  • Demonstrate professionalism in both attitude and behavior, maintaining respect for instructors, peers, and the training environment.
  • Maintain open communication by expressing concerns or disagreements constructively and respectfully.
  • Follow the guidelines and expectations provided by instructors and facilitators.
  • Support a collaborative learning environment where all participants feel valued and safe to contribute.

 

Instructors and CPE staff reserve the right to dismiss participants who do not adhere to ethical/professional principles and standards. If removed, CEs will be adjusted to reflect the time attended, unless otherwise specified. 

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.  

Availability Module Title Speaker Credits Course Type Duration Course Details
May 01, 2025 @ 01:00 PM (EDT) Utilizing Student Loan Coaching to Help Clients Reduce Financial Burdens
Tisa Silver Canady, EdD, MBA
Total Credits: 3 including 3 Category I CEs Webinar 3 Hours 30 Minutes More info »
May 02, 2025 @ 01:00 PM (EDT) Utilizing Student Loan Coaching to Help Clients Reduce Financial Burdens
Tisa Silver Canady, EdD, MBA
Total Credits: 3 including 3 Category I CEs Webinar 3 Hours 30 Minutes More info »
Total Multiday Session Course CE Credits Information
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