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Financial Capability Courses

The two listed courses are required for housing counselors seeking Financial Capability Certification.

 

1. Financial Counseling

This comprehensive course, designed for housing counselors and social service case managers, covers essential strategies and information to help clients overcome financial barriers. During the course week, participants will gain a solid understanding of core financial counseling principles, ethical considerations, and best practices for efficient counseling sessions. Course highlights include goal setting, analyzing various income types, affordability assessments, debt analysis, and the art of distinguishing between needs and wants. Participants will also explore savings options, tax implications, asset building, and program structuring for maximum efficiency and profit.

When you register for this course, you receive:

Tuition: $400 per course

Non-refundable Registration Fee: $40

 

2. Financial Coaching and Client Advocacy

This course delves into advanced financial coaching and client advocacy to enhance the skills of financial counselors. With a focus on transitioning from counseling to coaching, participants will acquire the tools needed to effectively guide clients toward their financial goals. This course equips professionals with the expertise to discuss complex financial topics, such as asset building, mortgage options, scams, and industry regulations. It also provides insights into building community relationships to benefit both the program and its participants.

When you register for this course, you receive:

Tuition: $400 per course

Non-refundable Registration Fee: $40

 

Scholarships are also offered.

Review the ULA course calendar to find an upcoming Financial Capabilities course near you.

For the best experience possible ULA strongly suggests for participants to schedule the time off needed to attend live sessions and learn the materials. Courses taken are for the benefit of the counselor and their professional development. Hybrid+ courses are virtual live courses that require participants to attend live sessions similar to a face to face classroom. Participants will need to step away from their daily work duties to complete homework, follow-up with the instructor, pass the exam, and complete core educational competencies. ULA is not responsible for scheduling conflicts that may arise when registering for a course. Please review our attendance policies prior to accepting a scholarship and/or registering for a course.