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CFI Grant System Training

CFI Grant System Training Sessions are designed to help both financial aid personnel who have no experience using the CFI Grant System and those who would like a refresher. Topics include:

  • Basics of the Grant System
  • Editing User Profiles/Creating User Accounts
  • Grant Certification Agreement/Residency requirements
  • Explanation of Grant Types including philosophy/methodology:
    • NC Student Incentive Grant
    • NC Community College Grant
    • UNC Need-Based Grant
    • NC Education Lottery Scholarship
    • EARN Scholarship
  • Setting and changing School defaults
  • Using filters
  • Certifying Student awards
  • Individual Student records, detailed information
  • Creating lists  
  • Creating/Downloading files
  • Running reports  
  • Uploading files to CFI
  • Grant System changes/updates

The agenda may be modified depending on the roster of attendees for a particular  
session, and according to their expressed interests.

Date     Location
January     Online, CFI, Various
February     Online, CFI, Various
April     Online
May     Online
December     Online, CFI, Various

Sponsor: CFI & NCSEAA

 
   
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