Compliance Matters: The 2024 Definitive HUD Data Compliance Course for HUD-Certified Housing Counselors

Course curriculum

1. Course Overview
2. How to Navigate The Platform
3. How This Course Works
4. Pre-Assessment (Mandatory)
1. Overview | Module 01: Understanding The HUD Housing Counseling Program
2. M1L1: Understanding The HUD Housing Counseling Program
3. M1L2: Navigating the Supervision and Regulatory Framework of HUD's Housing Counseling Program
4. M1L3: Who Must Comply: Understanding Your Role
5. M1L4: Reporting Obligation: Meet the 9902
6. M1L5: The Importance of Timely and Accurate Data Reporting
7. M1L6: Critical Reporting Timelines and Due Dates
8. Module 01 Learning Check
1. Overview | Module 02: HUD-Compliant One-on-One Housing Counseling
2. M2L1: The Essentials of Housing Counseling: Empowering Dreams, Overcoming Barriers
3. M2L2: Understanding HUD's New Certification Requirements for Housing Counselors
4. M2L3: Distinguishing Between Various Types of HUD-Approved Counseling
5. M2L4: HUD Approved Counseling Topics - A Comprehensive Overview
6. M2L5: Client Intake Process in HUD Certified Housing Counseling
7. M2L6.1: Part 1 - Collecting Demographic Data
8. M2L6.2: Part 2 - Strategies for Helping Clients Self-Identify
9. M2L6.3: Part 3 - Data Elements 1 and 2 - Ethnicity and Race
10. M2L6.4: Part 4 - Understanding Area Median Income (AMI)
11. M2L6.5: Part 5 - Determining Rural Area Status
12. M2L6.6: Part 6 - Providing Language Assistance for Limited English Proficient (LEP) Individuals
13. M2L7: Overview of the Essential Elements of HUD Housing Counseling
14. M2L7.1: Part 1: Housing Counseling as a Required Activity 1
15. M2L7.2: Part 2 - Discussion of Alternatives - Required Counseling Activity 2
16. M2L7.3: Part 3 | Creating a Personalized Client Action Plan - Required Counseling Activity 3
17. M2L7.4: Part 4 | Financial Analysis - Required Counseling Activity 4
18. M2L7.5: Part 5 | Referrals - Required Counseling Activity 5
19. M2L7.6: Part 6 | Follow-Up - Required Counseling Activity 6
20. M2L7.7: Part 7 | Client Counseling Files - Required Counseling Activity 7
21. M2L7.8.1: Part 8.1 | Terminating Counseling Services - Required Counseling Activity 8
22. M2L7.8.2 Part 8.2 | Case Study - The Journey of Alex and Taylor
23. M2L8.1: Housing Counseling Settings and Formats - Part 1
24. M2L8.2: Safety Precautions for Home Visits - Part 2
25. Module 2 Learning Check (General Compliance)
26. Module 2 Learning Check (Demographics)
1. Overview | Module 03: HUD-Compliant Group Education
2. M3L1: Group Education - A Formal Learning Experience
3. M3L2: Group Education Settings and Formats
4. M3L3: Special Note on Internet-Based Education
5. M3L4: Engaging Non-HUD Certified Agency Staff and Industry Professionals in Group Education Workshops
6. M3L5: HUD Required Group Education Oversight
7. M3L6: Group Education File Compliance
8. Module 03: Learning Check
1. Overview | Module 04: Disclosures & Other Required Documents
2. M4L1: Required Disclosures
3. M4L2: The Importance of Home Inspections in Housing Counseling
4. M4L3: Obtaining Client Authorization for Credit Reports
5. Module 4 Learning Check
1. Overview | Module 05: Managing Client Files
2. M5L1: How HUD Defines a Household
3. M5L2: Documentation Standards for HUD-Compliant Activities
4. M5L3: Managing Households with Multiple Service Types
5. M5L4: Managing Carryover Clients From One Fiscal Year to The Next
6. Module 05: Learning Check
1. Overview | Module 06: Documenting Counseling Outcomes
2. M6L1: The Crucial Function of Accurate Outcome Selection
3. M6L2: Introduction to HUD Outcomes
4. M6L2A: Households that received one-on-one counseling that also received education services.
5. M6L2B: Households that received information on fair housing, fair lending and/or accessibility rights.
6. M6L2C: Households for whom counselor developed a budget customized to a client’s current situation.
7. M6L2D: Households that improved their financial capacity (e.g., increased discretionary income, decreased debt load, increased savings, increased credit score, etc.) after receiving Housing Counseling Services.
8. M6L2E: Households that gained access to resources to help improve their housing situation (e.g., down payment assistance, rental assistance, utility assistance, etc.) after receiving Housing Counseling Services.
9. M6L2F: Households that gained access to non-housing resources (e.g., social service programs, legal services, public benefits such as Social Security or Medicaid, etc.) after receiving Housing Counseling Services.
10. M6L2G: Homeless or potentially homeless households that obtained temporary or permanent housing after receiving Housing Counseling Services.
11. M6L2H: Households gained access to disaster recovery non-housing resources after receiving Housing Counseling Services.
12. M6L2I: Households obtained disaster recovery housing resources after receiving Housing Counseling Services.
13. M6L2J: Households for whom counselor developed or updated an emergency preparedness plan.
14. M6L2K: Household that received rental counseling and avoided eviction after receiving Housing Counseling Services.
15. M6L2L: Households that received rental counseling and improved living conditions after receiving Housing Counseling Services.
16. M6L2M: Households that received pre-purchase/homebuying counseling and purchased housing after receiving Housing Counseling Services.
17. M6L2N: Households that received reverse mortgage counseling and obtained a Home Equity Conversion Mortgage (HECM) after receiving Housing Counseling Services.
18. M6L2O: Households that received non-delinquency post-purchase counseling that were able to improve home conditions or home affordability after receiving Housing Counseling Services.
19. M6L2P: Households that prevented or resolved a forward mortgage default after receiving Housing Counseling Services.
20. M6L2Q: Households that prevented or resolved a reverse mortgage default after receiving Housing Counseling Services.
21. M6L2R: Households that received a forward mortgage modification and remained current in their modified mortgage after receiving Housing Counseling Services.
22. M6L2S: Households that received a forward mortgage modification and improved their financial capacity after receiving Housing Counseling Services.
23. Module 6 Learning Check
1. Overview | Module 07: Privacy & Confidentiality
2. M7L1: Protecting Client Privacy and Confidentiality
3. M7L2: Understanding the Privacy Act of 1974 and Its Impact on Your Role
4. M7L3: Protecting Personally Identifiable Information (PII) and Sensitive Personally Identifiable Information (SPI)
5. M7L4: Best Practices for Protecting Client PII and SPII
6. Module 07: Learning Check
1. Key Resources for HUD-Certified Housing Counselors
1. Next Steps
2. Course Evaluation
3. Course Final Assessment (Mandatory)

About this course

$200.00
90 lessons
4 hours of video content

Compliance Matters

Compliance Matters: The 2024 Definitive HUD Data Compliance Course for HUD-Certified Housing Counselors

Course curriculum

Welcome & Introduction

Module 01: Compliance Essentials: Who, What & Why

Module 02: HUD-Compliant One-on-One Housing Counseling

Model 03: HUD-Compliant Group Education

Module 04: Disclosures & Other Required Documents

Module 05: Managing Client Files

Module 06: Documenting Counseling Outcomes

Module 07: Privacy & Confidentiality

Key Resources

Course Conclusion

About this course