College Board Institute on Financial Aid

Experienced faculty offer a week of "real-world" professional instruction. The Institute balances the opportunity for newer professionals to become more familiar with the basics of financial aid with advanced conversations for seasoned professionals to dive into. Topics covered include ethics, methodologies (FM/IM), professional judgment, compliance, customer service and much more.

The structure of the Institute combines information-packed general sessions with small group discussions. Using case studies, participants apply basic concepts, principles and procedures to the practical challenges of college financing. Mentoring, networking and program management training make the Institute an invaluable professional development experience.


In an effort to bridge training for new professionals and refresher material for veteran staff, we have developed a two-track system. The first two and a half days are devoted to fundamental financial aid concepts. The next two and a half days include deeper conversations regarding professional judgment and ethics. The program is designed to have newer staff members attend the full five-day program, with veteran staff members joining the Institute for the final two and a half days. It is a great opportunity for new and veteran professionals to share best practices and network among peers.


View the agenda.


College Board members form a powerful network of committed leaders who work to address pressing education issues so that all students have the opportunity to succeed in college and beyond. Learn more.


Hilton Durham near Duke University
3800 Hillsborough Road
Durham, NC 27705

Room Block Information

Reserve your room by Sept. 16, 2013, for a reduced rate of $124 per night. Discounted room rates will be provided on a first-come, first-served basis. To reserve your room now, contact the Hilton Durham near Duke University at 800-445-8667 or visit the College Board's reservation page.

For phone reservations, mention the College Board Institute room block or the code CBI to receive our group rate.

Reservations may be cancelled up to 24 hours before arrival date.


Free on-site parking

Registration Fees


Full 5 Day Program

3 Day Program




Non Member




Pre-registration for conference is closed.

Cancellation Policy

A full refund is available if cancellation notice is received in writing 14 calendar days or more before the conference. A partial refund will be issued if cancellation notice is received in writing less than 14 calendar days prior to the conference. If no cancellation notice is received prior to conference, no refund will be issued.


Program Highlights


  • Methodology (FM and IM)
  • Conflicting Information
  • Grant and Loan Programs
  • Packaging Student Aid
  • Ethics and Accountability
  • Professional Judgment
  • Alternate Financing Programs
  • Student Employment


  • Federal Delivery System
  • Fiscal Accountability
  • Records Maintenance
  • Information Systems


  • Counseling
  • Communication Skills
  • Debt Management


  • Enrollment Management
  • Regulatory Environment
  • Professional Associations
  • Organizational Development


Testimonials (.pdf/44KB)