Mastering HECM Counseling: Comprehensive Training for Certification and Client Success (Self-Paced)


Registration

Attendee
Fee End Date Fee Description Amount
9/30/2026 There is a $195.00 dollar fee to attend. $195.00 REGISTER HERE

Event Date & Time

1/1/2025 8:00 AM - 9/30/2026 8:00 PM

Location

ONLINE-MOODLE

Mastering HECM Counseling: Comprehensive Training for Certification and Client Success


Description:

Mastering HECM Counseling: Comprehensive Training for Certification and Client Success is an in-depth and meticulously structured program designed for both aspiring and seasoned Home Equity Conversion Mortgage (HECM) counselors. This course provides a robust foundation in HECM terms, compliance protocols, client counseling techniques, and financial projections, equipping participants with the knowledge and skills necessary to excel in the HECM Counseling Certification Exam and to provide exemplary counseling services.

 

For those just starting their HECM certification journey or seasoned professionals preparing for renewal or simply looking to sharpen their skills, this training is designed to be both comprehensive and adaptable. Whether you're new to Home Equity Conversion Mortgage (HECM) counseling or have years of experience, the course offers in-depth modules that cater to all expertise levels.

For beginners, the course provides a strong foundation in essential HECM concepts, compliance protocols, and client counseling techniques, ensuring you are fully equipped to take the HECM Counseling Certification Exam. For experienced professionals, the training offers advanced insights, such as managing complex client situations, updates on new regulations, and the latest best practices. Additionally, modules on advanced topics like non-borrowing spouses, financial projections, and HUD compliance provide opportunities for seasoned counselors to enhance their knowledge and stay current with industry standards.

This approach makes the course suitable for all, regardless of where you are in your HECM certification journey, ensuring that you are equipped to provide the highest level of service to your clients.

Location:

This training will be hosted online on Moodle.

 

This is a self-paced course consisting of 30 modules. Each module includes written materials and a quiz. After completing all modules, participants will take a final exam to earn a certificate of completion. Participants have 90 days to complete all modules, quizzes, and the final exam.

 

 

Click here to register for the training. Payment for the training will be processed securely via PayPal.


Scholarship & Fees:

There is a $195.00 dollar fee training to attend.

 

If you are unable to pay with PayPal and need another form of payment, please click on ‘REGISTER HERE.

 





Registration

Attendee
Fee End Date Fee Description Amount
9/30/2026 There is a $195.00 dollar fee to attend. $195.00 REGISTER HERE