Financial Aid Campus Partner Training

Financial Aid Campus Partner Training

Are you a campus partner who works with students and wishes you were better prepared to have financial aid conversations? Join our training program! Our comprehensive training covers daily operations within the Office of Scholarships and Financial Aid (OSFA) including financial aid eligibility and awarding, resources available to students, and networking opportunities with OSFA staff.

A Financial Aid Campus Partner is a fellow campus employee who works with students to provide support (academic, wellness, etc.) to guide students toward their academic goals. If you regularly find yourself trying to answer financial aid questions with students, you are most likely a Financial Aid Campus Partner.

Various OSFA staff members who are designated “subject matter experts” will guide you through each training.

OSFA asks you to commit one full day to cover all of the training topics.



Spring 2022

February 22, 2022

Fall 2022

September 20, 2022


  1. Access to training resources. A Box@UA link will be sent after completion of the program.
  2. Approximately 10 sessions which cover daily operations within OSFA, financial aid eligibility and awarding, and resources available to students.
  3. Certificate of completion.

Federal Verification


Stipends and External Awards

Client Services Area Overview


Direct Loans

Federal Work Study (FWS) and TEACH Grant

Counseling Unit Overview

Systems Area Overview

Operations Area Overview

Compliance Area Overview

Scholarships Area Overview

Processing Area Overview

Cost of Attendance and Packaging

Professional Judgment Appeals (EFC/COA/DO)

Special Projects Area Overview

Institutional Aid

Introduction to Pell Grant

SAP Appeal Review

Subsequent ISIR Review

Residency Mismatch

Pell Recalculation Dates


  • Attendance at bi-weekly OSFA Counselor meetings (Zoom meeting option available)
  • Subscription to our OSFA Internal listserv
  • Be an OSFA Advocate! Please continue sending students to OSFA when they are in need of assistance and reassure them that we are here to help! This program will help you to provide better guidance for students, but you are not expected to be an expert. OSFA staff members attend year-round, extensive training and are here to help.

  • Supervisor should contact Meghan McKenney, Director of Counseling at the Office of Scholarships and Financial Aid, at Be sure to include:
    • name and title of the individual(s) who will be attending,
    • desired training dates (listed above), and
    • business purpose for requesting the Financial Aid Campus Partner training.

Financial aid information is restricted based on federal, state, and institutional policies. Full access to financial aid related information is restricted to OSFA staff only.