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Financial Aid Training - Individuals

Training Solutions for Individuals

Both of our Group training tracks, FM Verification and Conflicting Information and Business, Real Estate, and Trust Tax Returns are available to interested individuals.

Please see our Group training page here for program descriptions.

If you are a financial aid officer or a member of a state financial aid association, we encourage you to see if our training is available through your school or through your state association where it will typically be available to you at a discount.

If our training is not available through your school or through your state association, please proceed to the Participation Agreement.

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If you’d like to be notified when training sessions are open for registration, click here to join our registration mailing list.

“

Robert does a terrific job presenting complex tax information in a systematic way. His training materials are comprehensive and serve as excellent reference documents. He researches questions needing further IRS clarification and delivers the information promptly. I highly recommend him and Iron Bridge Resources for tax workshops.

Maureen FagenNHASFAA Training Chair
“

Robert, thank you for your fabulously informative Tax Workshop. Your detailed explanations were greatly appreciated. The content was clearly presented and, while incredibly thorough and in-depth, I didn’t feel overwhelmed. I gained new knowledge and have references and resources to turn to as I begin the verification season.

Colleen Mulrooney BarkerAssistant Director of Financial Aid at Fairfield University