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How to generate College Financing Plan documents

In this article, you'll learn how to generate College Financing Plan (CFP) documents for your financial aid applicants. According to that august institution, the U.S. Department of Education:

The College Financing Plan is a consumer tool that participating institutions use to notify students about their financial aid package. It is a standardized form that is designed to simplify the information that prospective students receive about costs and financial aid so that they can easily compare institutions and make informed decisions about where to attend school.

This annotated CFP document (PDF link) explains the various components of the documents you'll be generating for students.

Setup

financial_aid_settings_cfp_components

In Financial Aid > Settings > CFP Components, you can customize the titles and content of the last four panels of the CFP, which are reserved for use by your school.

  • To edit a component, click its name, make your changes, and save.
  • You are not required to include information in those panels, but it's advisable to do so—especially the one marked * Loan Amounts!

Generating CFP documents

profile_print_cfp

To generate a CFP for a student, start by going to the student's Profile > Financial > Financial Aid view.

  1. To generate a CFP, the student must have an aid application with a status of In Progress or Completed.
  2. Of course, to make it worth looking at, the student also needs one or more aid awards with a status of Offered or Accepted.
  3. Provided the first step is in place, you'll see an action link called Generate College Financing Plan.
  4. The CFP will open in a separate browser window. After reviewing the CFP, click the Print button at the top of the browser window. User your browser's print function to complete the process.
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