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College Access

Financial Aid Specialist Credential

August 21, 2026 by Laura Winter

Professional Development Institute

Guiding students and families through the college financial aid process is complicated, and counselors and college advisors are looked to as the expert. To build confidence and skills in the financial aid process, MOCAN is offering advisors the chance to earn a Financial Aid Specialist credential.

Through a series of workshops, the Financial Aid Specialist Credential will prepare practitioners who are supporting students through the financial aid process. In partnership with national financial aid expert uAspire, the workshops will cover financial aid basics, how to complete the FAFSA form and required follow up steps, how to review financial aid offer letters, and how to navigate federal student loans. Participants will build their technical skills, as well as explore advising strategies and learn about resources that can be shared with students and families.

Click through the questions below to learn more and register for the credential.

This credential is for anyone who supports students through the financial aid process. This includes high school counselors, college advisors, staff at non-profit organizations, scholarship providers, and advisors at higher education institutions. The credential will be particularly helpful for people working with students from low-income backgrounds.

The financial aid process is multi-faceted and cannot be learned in a single workshop. Completing a credential demonstrates that the participants have validated expertise in a specific area.

To receive the credential, participants must first register with MOCAN.  They will then attend six virtual workshops and one in-person workshop. 

After each required workshop, participants will complete a short assessment to demonstrate their mastery of the information presented.

You can register for the credential here.

Workshop TitleDateTimeNotes
MASFAP High School Counselor WorkshopSeptember – OctoberVaries, most locations are 8-11Required to attend 1 of the 12
Introduction to Financial AidSeptember 189-10:30 amRequired
FAFSA Completion, Part ISeptember 259-10:30 amRequired
FAFSA Completion, Part IIOctober 29-10:30 amRequired
FAFSA Follow Up & VerificationJanuary 229-10:30 amRequired
Financial Aid Offer ReviewFebruary 129-10:30 amRequired
Navigating Federal Student LoansMarch 59-10:30 amRequired

YOu can see the schedule of the MASFAP workshops and register here.

PDI sessions on Missouri state aid programs, Workforce Pell grants, and navigating the scholarship application process will also be offered this year. Credential participants are encouraged to attend these workshops, but they are not required for the credential.

The virtual workshops will be held on Zoom. Participants are encouraged to attend the workshops live if possible, but recordings will also be available. MOCAN will use Canvas as its learning management system for this certificate program. Participants will be able to access workshop materials, assignments, and communication in one place. To earn the credential, participants will need to score an 80% or higher on all required post-workshop quizzes (10 question quizzes)

There is no cost to earn a Financial Aid Specialist credential.

Complete the registration form here. Registrations will be accepted through October 23, 2026

Kaitlyn Venta – [email protected]

MASFAP Fall Workshop 3 hours, in-person

Registration coming soon
MASFAP’s Early Awareness Committee offers free high school counselor workshops across Missouri (12 geographic locations) hosted on college campuses. The goal of these workshops is to educate practitioners on the FAFSA, what happens after filing the FAFSA, and covering the costs of college.
Introduction to Financial Aid 90 minutes, virtual

Register here
This training will provide practitioners with an overview of the main types of financial aid and the senior-year financial aid timeline while incorporating a student-centered approach to the terminology and requirements. Participants will be able to:
● Explain the key steps in the financial aid process in student-friendly terms
● Describe the main types of federal financial aid
● Identify strategies to increase completion of key financial aid action steps
FAFSA Completion, Part I + II 90 minutes, virtual

Register here Part 1

Register here Part 2
This training workshop will walk participants through the online form, provide opportunities to practice with complex scenarios, and highlight the potential pitfalls all practitioners and students should be aware of. Participants will be able to:
● Recognize the importance of timely FSA ID creation + strategies for troubleshooting
● Determine whether a student is considered dependent or independent on the FAFSA
● Complete the financial sections for different family financial situations
● Identify key resources for supporting accurate FAFSA completion
FAFSA Follow Up & Verification 90 minutes, virtual

Register here
This training will address common challenges and best practices of FAFSA follow-up, including the importance of reviewing the FAFSA Submission Summary (previously known as the Student Aid Report). Participants will also learn about federal verification requirements and strategies for helping students navigate the verification process. Participants will be able to:
● Differentiate between FAFSA submission and FAFSA completion
● Identify and discuss the information provided in the FAFSA Submission Summary
● Explain the purpose and process of verification in student-friendly terms
● Identify the federal verification procedure, requirements, and process
Financial Aid Offer Review 90 minutes, virtual

Register here
This training workshop highlights the power of analyzing financial aid offers and gives participants the tools, knowledge, and language to support students with this critical step in the financial aid process. The session will review key financial aid offer terminology, sample offer letters, and common formatting practices. The facilitator will then introduce the uAspire College Cost Calculator and walk through a case study to demonstrate the tool and practices reviewed in order to support a student and their family in interpreting their financial aid offer. Participants will be able to:
● Explain financial aid jargon in student-friendly terms
● Identify aid offer best practices, as well as common pitfalls ● Use uAspire’s College Cost Calculator to accurately compare college costs
● Respond to difficult scenarios that may arise for students during aid offer review
Summer Steps for Financial Aid 90 minutes, virtual

Register here
This training will provide an overview of best practices for advising students on critical summer financial aid activities, including paying the fall bill and planning for indirect expenses. Participants will be able to:
● Identify and describe the key financial aid tasks students must complete over the summer to successfully matriculate
● Help students understand the college bill and prepare for indirect expenses
● Identify payment options and strategies to minimize the cost of attendance
● Find opportunities for students to build self-advocacy skills

Filed Under: Affordability, College Access Tagged With: advising, Affordability, PDI

Spring 2026 PDI Workshops!

December 10, 2025 by Laura Winter

Join us for Professional Development Institute workshops so your students finish the year strong! All PDI workshops are free to attend and designed for professionals advising students on postsecondary plans after high school. Register on MOCAN Events page.

Virtual workshops:

January  15 at 10 AM – Eligibility Policies for College-Bound Student Athletes (virtual)
As a follow up to a workshop last month, Trudy Steins will offer a virtual presentation on specific eligibility policies for college-bound student athletes: course selection, GPA requirements, and academic standards. Register here.

January 21 at 10 AM – Scholarship Provider Speed Dating (virtual)
Everything you want to know about scholarships for your students in one fast-paced virtual workshop! Hear updates from 10 Missouri-based scholarship providers who will share new programs, deadlines, and the application process. Equip yourself with the information to share with students who are looking for funding for college. Register here.

In-Person Workshops:

February 2 in St. Louis and February 3 in Kansas City – Connecting Career to College
We’re bringing back PDI favorite Dr. Lakeisha Mathews, Director of the Career and Internship Center at the University of Baltimore, for two exciting in-person workshops. Learn how to better integrate career planning into your work with students so they are finding the best postsecondary path for their career goals.

March 4 in Kansas City  – Interpreting Financial Aid Offer Letters with uAspire
Get ready to help your students compare multiple financial aid offer letters in this interactive workshop where we’ll review financial aid packages from multiple colleges.  

Filed Under: Affordability, Career Readiness, College Access Tagged With: advising

Building Better Outcomes with Postsecondary Data: A New Playbook for Districts

October 27, 2025 by Laura Winter

Good intentions are necessary but not sufficient for moving the needle on postsecondary readiness and success in K-12 districts and schools. There are many conditions that should be present in a system to effectively deliver advising and help every student find their next, best step after high school graduation. Data, when it’s used well, is one of the most powerful levers for getting there for a school district.

Education Strategy Group’s (ESG) new Building Better Outcomes: A District Playbook for Effective Postsecondary Data Practice offers a practical, district-centered guide to building a coherent, student-focused data ecosystem. This playbook sits squarely alongside both the recently-released definition of high-quality advising and the District Enabling Conditions Framework: leadership commitment, aligned infrastructure, and data-driven practice are all enabling conditions that allow students to receive advising that is personalized, equitable, and connected to real outcomes.

The playbook is tactical and practical, offering open-source tools for districts (and other organizations) to make use of, with clear instructions for facilitation. Examples of the tools included herein include:

  • Self-Assessment now to determine strengths and areas for improvement in data leadership, infrastructure, and use.
  • Priority Metrics with which to align strategic plans and “create a shared vision for student success that is measurable and actionable.”
  • Sample Mission & Vision Statements and Strategic Priorities
  • District Data Collection Template
  • Goal Setting Calculator

Three Core Building Blocks

The playbook organizes effective postsecondary data practice into three mutually reinforcing components:

  • Data Leadership: Postsecondary outcomes become a district priority when leaders put them at the center of strategy, resource allocation, and accountability. Without visible leadership, even the strongest infrastructure or data tools are unlikely to take root. (Examples from the Playbook include: Los Angeles USD, Jackson Public Schools, YouthForce NOLA)
  • Data Infrastructure: Clean, connected, and consistently defined data makes it possible to turn vision into action. Infrastructure that integrates sources, ensures accuracy, and delivers the right information to the right users lays the groundwork for continuous improvement. (Examples: Metro Nashville Public Schools, Knox County Schools, Desert Sands USD)
  • Data Use: Ultimately, data is most impactful when it informs practice and spurs change. Embedding postsecondary metrics into professional development, continuous improvement routines, and core advising programs ensures that the information shapes day-to-day decisions and student supports. (Examples: Hamilton County Schools, Beaufort County Schools, Chicago Public Schools)

Okay, So How Do I Actually Use This Thing?

ESG proposes four steps for districts wanting to turn the playbook into action:

  • Step One: Assemble a Team: The district should form a task force to elevate postsecondary and workforce success as a strategic priority. This task force will pull and analyze data on historical performance, set the district’s postsecondary and workforce strategy, organize workgroups to execute priorities, take charge of ongoing implementation, and convene external partners and stakeholders.
  • Step Two: Take the Self-Assessment: Once the team is assembled, assess the district’s current postsecondary data practice via the self-assessment. Identify up to 10 team members to complete the self-assessment.
  • Step Three: Review Your Results & Prioritize Next Steps: After the self-assessment, meet to discuss the results and align on priorities. You want to build your way up per the handy house infographic (i.e., start by improving Data Leadership, then Data Infrastructure, and then Data Use).
  • Step Four: Discover Resources to Support Your Postsecondary Data Practice: Once your team has determined your district’s priorities, navigate to the corresponding section of the Playbook to see exemplar practices from other districts, step-by-step instructions for how to improve practice, and tools and resources to help you along the way.

Connecting to High-Quality Advising and Enabling Conditions

At the National College Attainment Network (NCAN), we subscribe to the vision of high-quality postsecondary advising as guidance that is student-centered, data-informed, and driven by promoting success for all students. The Building Better Outcomes playbook offers districts a roadmap to put those principles into action. Strong data leadership creates the conditions for advising to be prioritized. Robust infrastructure ensures that advisers, counselors, and school leaders have relevant, reliable, and recent information at their fingertips. Embedding data into everyday use means that practitioners can monitor progress, identify gaps, and adjust interventions in real time.

The playbook isn’t just about numbers, and it isn’t about just a few people using data here and there. It’s about creating the enabling conditions that make it possible for districts to deliver on the promise of high-quality postsecondary advising for every student.

A Call to Action for Districts (and Anyone Else Who Can Stand to Be a Bit More Data-Driven)

ESG developed Building Better Outcomes in consultation with districts nationwide, ensuring that the guidance is both practical and rooted in lived experience.

District leaders and practitioners who are serious about improving postsecondary outcomes should take a close look at the playbook and then, rather than just bookmarking it, forward it along to colleagues and set a time to take the self-assessment and advance the conversation about what’s working in terms of district-level data access and use and what needs a jumpstart. Building a culture of postsecondary data use is not easy work, but it is foundational to driving the advising that helps students succeed in college, career, and life.

Download the playbook and take the self-assessment here!

Filed Under: College Access

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