Student Financial Planning (SFP)

Welcome to Your New Financial Aid Portal: Student Financial Planning (SFP)

We're excited to introduce you to Student Financial Planning (SFP), a smarter, simpler, and more accessible way to secure the funding you need for your education. This modern portal is fully optimized for viewing and managing your aid on any device, whether you're using a phone, tablet, or laptop!

Navigating Your Financial Aid Systems: SIS vs. SFP

As we transition to the new SFP system, you will need to use both your existing Student Information System (SIS) and the new SFP portal depending on the task and the academic year.

Use the guide below to know exactly where to go for what information:

Task / Information Continue to Use SIS Start Using SFP
View Aid Eligibility for 2025-2026 Academic Year & Prior SIS Financial Aid Tile - Use this to manage and review financial aid eligibility through the Summer 2026 term. N/A
View Aid Eligibility for 2026-2027 Academic Year & Later SIS Tile - Continue to use this to view messages in the Message Center from the Financial Aid Office. SFP Portal - Use this to manage and review financial aid eligibility for the Fall 2026 term and beyond.
Profile Management Profile, Action Items, and Messages N/A
Payments & Enrollment Tuition & Payments, Class Enrollment N/A
Academic Records Navigate, Academic Records & Progress N/A

  1. Log into your institution’s student information system sign on screens
    login screens
  2. Select SIS tile and then the “Financial Aid” tile on your student home page
    sis financial aid tile
  3. Select the school that you are associated with to view the academic years
  4. Select the appropriate academic year
  5. Select “Financial Aid – SFP”
  6. A new window will open in your browser
    required actions
    1. Please note, you may get a message like the one below if your pop-up blocker is on. If you get this message simply click the “Redirecting” for the next page to appear.
  7. Enter your login information for the institution again to securely access the student financial planning system via single sign on
    1. Single sign on screen
    2. SFP screen
      sfp screen
  8. To view your aid, submit documents, or complete other tasks via My Financial Aid, the first time you access My Financial Aid, you will be prompted to consent to conduct business electronically.

  • From the My Financial Aid home page, click the Documents tab at the top to submit a document. Only the owner can upload the requested document. If your parent or a guest is the owner, they will be able to complete the tasks once they are granted access.
  • On the Documents page, any Documents requiring attention will be listed, and a Submit Document button will appear next to each. All requested documents will be listed under Documents Requiring Attention.
  • Previously submitted documents will appear in the Document History at the bottom of the page. If a previously submitted document needs to be edited or resubmitted, click the Update Document button and follow the steps to re-upload.
  • Important Note : If the Owner and Award Year fields are grayed out, then the first step will be to CHOOSE A FILE.
  1. Log into SFP using the school’s Financial Aid tile
  2. Once logged into SFP, select the items on the home page that indicate Pending
    1. In this instance it is to submit required documentation
    2. The student could also select “Documents” in the header section as it is the notification icon next to it
      required actions
  3. Review the required documents. From here the student can select the icon under “submit document” and they can also select “upload a non-requested document” if there is additional information they need to provide to their institution
    documents screen
  4. The student can select to upload a document
    1. If they are completing a first submission, they will select “Choose a file”
      document upload
    2. If they are resubmitting a document they can select to replace a document or add an additional file.
      additional document screen
  5. Once the student uploads a file, they’ll see the name of the document listed in addition to a preview of the document that they uploaded. If there is metadata entry required for their document, they can also complete those fields upon upload.
    non requested document
  6. Once the student has uploaded documents and completed all required metadata fields, they can enter any relevant comments and select upload.
    additional comments