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 2Month/20 Hours                                                  Price:455,000

                                                                                     400,000

PeopleSoft Financial Aid Fundamentals 


This course is designed to provide a comprehensive understanding of the PeopleSoft Financial Aid system for Rel 9. The training focuses on the essential features and functionalities of the Financial Aid module, enabling participants to effectively manage and administer financial aid processes within an institution.

Key Learningd

Understand the core concepts and terminology related to PeopleSoft Financial Aid.
Navigate the PeopleSoft Financial Aid interface and utilize its various components.
Configure and manage financial aid records, including student eligibility, packaging, and disbursement.
Process financial aid applications and manage the lifecycle of financial aid awards.
Implement regulatory and institutional policies within the PeopleSoft Financial Aid system.
Generate and interpret financial aid reports and analytics.

Course Topics

Setting up the PeopleSoft Financial Aid Year
Defining the Aid Year
Defining the Academic Structure for Financial Aid Processing Describing School Code Setup
Defining Financial Aid Processing Defaults
Performing Aid Year Rollover

Performing the ISIR Load Process
Preparing Students for Financial Aid Processing
Loading ISIR Data into Staging Tables
Performing an ISIR Load

Performing ISIR Corrections
Describing the ISIR Corrections Component
Performing an INAS Simulation
Sending ISIR Corrections to CPS
Performing ISIR Record Cleanup

Managing Data From Other External Sources
Loading NSLDS Data
Describing the PROFILE and Need Access Data Load Process Describing Institutional Application Maintenance

Using Financial Aid Terms
Explaining the Sources Used to Build Financial Aid Terms
Setting Up Financial Aid Terms
Building Financial Aid Terms

Creating Student Budgets
Creating Budget Components
Describing Budget Groups
Assigning a Budget Manually
Setting up Online and Background Budget Assignments
Performing Background Budget Assignment
Creating Budgets Online

Creating Disbursement Plans and Split Codes
Creating Financial Aid Item Types
Describing Student Financials Setup that Affects Financial Aid
Setting up Aggregate Aid
Creating Loan Fees
Creating Financial Aid Item Types
Setting up Fiscal Item Types
Describing Award Messages

Defining Packaging Plans
Explaining How to Approach Packaging
Understanding Equations in Packaging
Using Packaging Plans

Performing Financial Aid Packaging
Awarding Financial Aid Manually
Performing Auto Packaging
Entering Professional Judgment Decisions
Describing Special Packaging Cases
Expiring Anticipated Aid
Manipulating Multiple Awards at a Time
Setting up Financial Aid Self Service

Using Satisfactory Academic Progress
Describing the SAP Process
Setting up SAP
Monitoring SAP

Performing Financial Aid Disbursement
Describing the Authorization and Disbursement Process
Setting up Disbursement Rules
Running Disbursement for One Student
Setting up Batch Disbursement

Career Path

Upon completing this course, participants will be well-equipped to pursue roles such as:

Financial Aid Administrator
Financial Aid Analyst
PeopleSoft Financial Aid Consultant
Campus Solutions Specialist
Higher Education ERP Specialist


  • Job Interview Preparation  (Soft Skills Questions & Answers)

Tough Open-Ended Job Interview Questions
What to Wear for Best Job Interview Attire
Job Interview Question- What are You Passionate About?
How to Prepare for a Job Promotion Interview


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Flexible Class Option


Week End Classes For Professionals  SAT | SUN
Corporate Group Training Availables Options
Online Classes – Live Virtual Class (L.V.C), Online Training



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PeopleSoft Fluid User Interface Course

PeopleSoft PeopleTools Course

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