The Financial Capability 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 Capability Certification, the following must be fulfilled:

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Course Requirements

Applicants must attend the following ULA courses:

Exam Requirements

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

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 Capability Certification Application, applicants will need the following documents:

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