The Financial Capacity Certification allows industry professionals to specialize in the one-on-one basic fundamentals of financial counseling to low wealth clients. The Certification provides counselors with a holistic approach on assessing a client’s financial health, strategies to increasing wealth, developing a financial plan and information on savings and insurance products and tax filing. Implementation and delivery as a current program enhancement or a new stand-alone service model increases the impact on client services and the community.

In order to receive the Financial Capacity Certification, the following must be fulfilled:

  • Course requirements
  • Exam requirements
  • Submission requirements
  • Financial Capacity Certification Application Apply Here

For questions or concerns please email us at learning@unidosus.org.

Course Requirements

Applicants must attend the following ULA courses:

  • Introduction to Financial Counseling 
  • Introduction to Financial Coaching and Client Advocacy
  • Fair Housing Webinar

Exam Requirements

Applicants must pass the following exams with a score of 80% or higher:

  • Introduction to Financial Counseling
  • Introduction to Financial Coaching and Client Advocacy

Practical Experience Requirements

Applicants must have counseled at least 30 individuals within the last 12 months, or must have been employed by a HUD-certified housing counseling agency for the last six months.

Submission Requirements

In order to submit the Financial Capacity Certification Application, applicants will need the following documents:

  • A letter signed by both the applicant and their manager or executive director certifying that the practical experience requirements have been met. An example letter can be found here.
  • The National Industry Code of Ethics and Conduct for Homeownership Professionals form, signed by the applicant.
  • Introduction to Financial Counseling certificate of course completion
  • Introduction to Financial Coaching and Client Advocacy certificate of course completion
  • Fair Housing Webinar certificate of completion

Once the application is complete, click “submit” at the end of the screen. Your application will be reviewed, and notification regarding your certification status will be sent soon thereafter.

For questions or concerns, please email us at learning@unidosus.org.