Enrollment and Tutition
This section covered so much information that I had to read and reread! It solidified for me the need to create and maintain the resource book as the details involving enrollment, the catalog, tuition and fees and refunds can be so convoluted that I know I would need to refer back to this information again and again as a new agent.
I agree, I stay out of financial aid though. I just cover the basics and let FA explain the rest. You don't want to give the student false information as everyone's financial aid varies.
Jackie I just finished reading the enrollment and Tuition section and found that I had to go back to reread some parts of it myself as it is a lot of information to take in and absorb. Very good information given and I learned so much from it.
Mosfequs,
Generally its best to refer financial aid questions to financial aid staff. I would check with your school's admissions director as to what you can/can't say in regards to financial aid.
John Ware
Do you think, even if you were equipped with in depth knowledge about financial aid as an agent, you should categorically list them out or would the best solution be to share some information and withhold the rest and let financial aid specialists take over?
I agree as well refering back is a plus, but what happens if policies or tuition information changes and you are in the habit of checking oftenly? I think the information on checking with your advisor about those situations once a month is needed to be up to date.
It is important to go back and review these items for later consultations simply because all this information will not soak in at the beginning. I wish but we are not computers and so therefore having the Notebook for resourceful information is a blessing.
I completely agree. It is a very helpful information, therefore, I almost feel as if I am required to go back and reread all of the information again
