Financial Aid Advanced Packaging Rel 9.2 Ed 3 Course Overview

Financial Aid Advanced Packaging Rel 9.2 Ed 3 Course Overview

The Financial Aid Advanced Packaging Rel 9.2 Ed 3 course is designed to equip learners with the skills to efficiently manage the financial aid awarding process in specialized circumstances through the use of Oracle's PeopleSoft Enterprise Campus Solutions. The course delves into various aspects of financial aid packaging, from setting up and applying packaging plans to utilizing equations and PS Query for tailored solutions. It further covers mass packaging strategies that align with an institution’s philosophy, re-packaging procedures, managing external awards, and processing student financial payments. Key to the course is the ability to handle self-service transactions effectively.

By the end of the course, participants will have a comprehensive understanding of optimizing financial aid operations, ensuring compliance, and enhancing student service. The integration of advanced packaging techniques and data management will prepare learners to contribute to the strategic goals of their institutions’ financial aid departments.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 32 Hours)
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  • Live Online Training (Duration : 32 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

Here are the minimum required prerequisites for successfully undertaking training in the Financial Aid Advanced Packaging Rel 9.2 Ed 3 course:


  • Basic understanding of the higher education financial aid process.
  • Familiarity with PeopleSoft navigation and common functionality.
  • Knowledge of PeopleSoft Enterprise Campus Solutions, particularly the Financial Aid module.
  • Basic skills in working with spreadsheets and data analysis tools.
  • Comfortable with mathematical concepts and basic equations.
  • Experience with or exposure to SQL and PS Query for extracting and analyzing data.

It is important to note that these prerequisites are designed to ensure that students have a foundational understanding that will allow them to fully engage with the course material and apply the training effectively in their roles. Students with these skills are more likely to succeed and get the most out of the Advanced Packaging course.


Target Audience for Financial Aid Advanced Packaging Rel 9.2 Ed 3

  1. The Financial Aid Advanced Packaging Rel 9.2 Ed 3 course is designed for professionals managing student financial aid and awarding processes.


  2. Target Audience for the Course:


  • Financial Aid Administrators
  • Student Finance Managers
  • University Bursar Office Staff
  • Enrollment Services Personnel
  • Student Information System Analysts
  • Financial Aid Consultants
  • Institutional Research Analysts
  • Higher Education Compliance Officers
  • Scholarship Program Managers
  • IT Professionals working within the education sector
  • Database Administrators in educational institutions
  • Academic Advisors involved in financial aid processes
  • Policy Analysts focusing on student aid programs
  • Financial Planning & Analysis Staff in education institutions


Learning Objectives - What you will Learn in this Financial Aid Advanced Packaging Rel 9.2 Ed 3?

Introduction to Course Learning Outcomes and Concepts

This course empowers participants with advanced skills in financial aid packaging, equipping them to handle complex awarding scenarios and optimize aid distribution using Oracle's PeopleSoft Financial Aid module.

Learning Objectives and Outcomes

  • Understand the intricacies of financial aid awarding in special situations and how to apply institutional policies effectively.
  • Gain proficiency in setting up and managing packaging plans tailored to your institution's needs.
  • Learn to utilize equations within the packaging process to automate and streamline financial aid decisions.
  • Master the use of PS Query to extract and manipulate financial aid data for informed packaging strategies.
  • Develop a comprehensive mass packaging solution aligned with the institution's philosophy and awarding practices.
  • Acquire the skills to perform mass packaging efficiently, ensuring timely and accurate aid distribution.
  • Learn to describe, set up, and manage repackaging plans and rules for adjusting students' financial aid packages.
  • Execute online repackaging to adjust individual student awards in response to changes in eligibility or resources.
  • Conduct batch repackaging to update multiple student awards systematically based on predefined criteria.
  • Manage external award processing, including setup, manual entry, and updating existing transactions, to incorporate non-institutional funds into the financial aid package.
  • Enhance abilities in creating file mapping definitions for loading external award data files, ensuring seamless integration of outside resources.
  • Develop skills for processing student financial payments and managing self-service transactions, enhancing the student experience and administrative efficiency.