There are two training requirements for HECM roster counselors.
- Initial training: To become a HECM counselor on the HUD HECM roster, you must take an approved formal HECM training course before you apply.
- Continuing education: Once you are on the roster, you are required to take HUD-approved HECM-related continuing education every two years to maintain your roster status.
NeighborWorks HECM Training Courses
We offer three in-person HECM training courses at NeighborWorks Training Institutes (NTIs) and occasional Place Based Trainings (PBTs). Any of these courses may be used to satisfy either the initial training requirement or the continuing education requirement for the HECM roster.
In-person training
- Home Equity Conversion Mortgages (HO111)
- HECM Basics for Decision Makers (HO272) UPDATED!
- Intermediate HECM Counseling: Skills & Tools (HO275)
- Delivering Effective Financial Education for Today's Consumer (HO209)
- Financial Coaching: Helping Clients Reach Their Goals (HO310)
- Home Equity Conversion Mortgages (HO111vc) COMING SOON!
- Advanced Topics in HECM Counseling (HO365vc)
- Mortgage Lending Fundamentals for Homeownership Professionals (HO102el)
- Understanding Credit Reports and Credit Scoring (HO130el )
- Engaging Older Adults in Financial Capability Programs (HO180el)
- HECM and Non-Borrower Spouse: What Counselors Need to Know (HO009WT)
- Maximizing the Effectiveness of Telephone Counseling with HECM Clients (HO011WT)
- Explaining the Basics of the Financial Assessment to Your HECM Clients (HO013WT)
- HECM to HECM Refinance Counseling (HO014WT)
- HECM Default and Foreclosure (HO016WT)
- Introduction to HUD’s HECM Counseling Procedures and Roster (HO022WT)