NIPA’s updated Loan Administrator Certificate Course was designed to provide a comprehensive training option and review course for staff members whose job responsibilities include any aspect of participant loan processing or loan maintenance.
Given the ever-increasing complexity of rules and regulations governing retirement plan operations, the Loan Administrator Certificate Course is intended to support all levels of practitioners in the ongoing effort to stay up-to-date with the latest compliance requirements. The program also includes sample documentation and best practice recommendations to help practitioners in benchmarking for best practices regarding loan management.
Target Audience
NIPA’s updatedLoan Administrator Certificate Course is designed to provide a comprehensive training option and review course for staff members whose job responsibilities include any aspect of participant loan processing or loan maintenance.
Course Overview
This course is comprised of 9 online lessons and an open-book exam.
- Lesson 1: Intro to Loans
- Lesson 2: Loan Guidelines
- Lesson 3: Loan Documentation
- Lesson 4: Loan Limits
- Lesson 5: Multiple Loans and Loans Refinancing
- Lesson 6: Loan Documents
- Lesson 7: Special Circumstances
- Lesson 8 Part 1: Loan Repayments Part 1
- Lesson 8 Part 2: Loan Repayments Part 2
- Lesson 9: Loan Correction
- Exam
Downloadable PDF handouts for each lesson will be available in the Resources section of this course.
CPE Credits
Learners must view each lesson and complete the exam with a score of 70% or higher in order to earn 5 NIPA CPE credits and receive a downloadable PDF certificate of completion. Credits will be applied to a NIPA member's account during the membership year in which the course was completed.
Accessing the Course
Learners can pre-purchase this course using a NIPA membership account or guest account and visiting the Learning Center. Log into your member account or create a guest account.
Access to the course will be available for one calendar year, starting on the date the learner launches the course through their profile in NIPA's Learning Center.
Title | Credit Hours | |
---|---|---|
1 | ||
2 | ||
3 | ||
4 | ||
5 | ||
6 | ||
7 | ||
8 | ||
9 | ||
10 |