Upcoming Events and Trainings

    • 07 Sep 2023
    • 28 Sep 2023
    • 4 sessions
    • Online
    • 0
    Join waitlist

    Join Prosperity Indiana, NeighborWorks, and this exclusive Indiana cohort of service providers for an online educational opportunity to stabilize Hoosier Households. 

    Introduction to Housing Counseling

    By participating in this course, learners explore the principles and applications of housing counseling from the industry's and the counselor's points of view and acquire the basic skills needed to be an effective counselor. Learners are introduced to the principles of effective counseling, essential elements of pre- and post-purchase counseling for homeowners, and delinquency and default counseling. Learners are introduced to common client issues and effective intervention strategies. Learners are provided with practical tools to help renters, prospective homebuyers and existing homeowners develop and manage basic household budgets, enhance their savings practices, timely loan payments, improve credit scores, and recognize and avoid predatory lenders.

    Week 1: Getting Started in Housing Counseling

    • Match relevant timelines to key events in the history of the housing counseling industry and National Industry Standards benchmarks for housing counseling service performance and delivery.
    • Correctly complete a fill-in-the-blank worksheet regarding the National Industry Standards recommended benchmarks for housing counseling delivery.
    • Evaluate counselor scenarios and determine whether the situation poses potential violations of the NIS Code of Ethics and Conduct.
    • Complete a self-assessment worksheet tool to acknowledge the housing counseling characteristics they currently possess and identify skills and knowledge gaps to cultivate in their professional development strategy.
    • Complete a personalized fill-in-the-blank housing counseling training and certification timeline worksheet to strategically set and achieve their certification goal.
    • From a sample, learners will correctly select the version they feel would net the most feedback from the client.
    • Use a worksheet to correctly answer questions about monthly mortgage payment components.
    • Use worksheets to correctly perform income, housing, and debt ratio calculations for client scenarios.

    Week 2: Financial Coaching and Counseling

    • Work to brainstorm 7 key aspects of the COUNSEL model and 4 key aspects of the COACH model and distinguish the differences and similarities between coaching and counseling.
    • During the course learners will be presented with client scenarios and will work in to identify both a coaching and counseling approach.
    • Share their personal feelings about provocative financial questions relating to money management, receive comments from their peers and provide critical feedback to others’ responses.
    • Correctly identify credit scoring factors that will be impacted by 7 different credit actions.
    • Review non-traditional lending case study scenarios and determine the advantages and disadvantages of each along with at least 2 alternative options.
    • Determine whether the action will have a hard or soft impact on the credit score for 8 different scenarios.

    Week 3: Housing Counseling for Renters and Homebuyers

    • List at least 3 pros and cons of renting.
    • Brainstorm at least 3 features and drawbacks of single and multi-family housing for rental clients.
    • Evaluate a case study and determine rental housing affordability and brainstorm at least 3 counseling strategies for the rental client scenario.
    • Answer questions about why talking about fair housing discrimination is difficult, how we can improve nonverbal communication and increase cultural sensitivity.
    • Develop a list of at least 3 open ended questions for clients relating to future housing goals, finances, and home maintenance/repairs to determine homebuying readiness.
    • Use a worksheet to accurately perform affordability ratio calculations for client scenarios and list factors that would increase a client’s buying power.
    • Refer to a worksheet to correctly identify which of the 4C’s of borrowing is impacted by different credit activities.
    • Analyze the household income for different client scenarios to determine eligibility in down payment programs.

    Week 4: Keeping Your Home

    • Define the 6 options available to homeowners using a matching activity worksheet.
    • Work individually to identify the most appropriate retention or disposition options for client scenarios.
    • Correctly organize the steps in the judicial and nonjudicial foreclosure process.
    • Distinguish between certain features of judicial and non-judicial foreclosure processes.
    • Work in pairs to perform calculations to identify the break-even point for client scenarios and formulate an open-ended question to the client about moving forward in each scenario.

    Registration Fees:

    PI Member: $475

    Non-Member: $500

    Special Thanks to our Partners:


    • 10 Oct 2023
    • 12:00 PM - 1:00 PM
    • Zoom
    • 53

    How to Create Community Partnerships That Build Greater Housing Stability

    Cross-sector collaborations are an effective tool that rural, urban, and suburban communities can utilize to break down silos and advance housing stability within their community. From this session, you will understand the Why/How/What of community partnerships and take away best practices to implement in developing partnerships that work.

    • 19 Oct 2023
    • 5:30 PM - 7:00 PM
    • Zoom
    • 167

    Tips for LIHTC Funding

    The Low-Income Housing Tax Credit (LIHTC) subsides the acquisition, construction, and rehabilitation of affordable rental housing for low- and moderate-income tenants. These tax credits are an amazing tool in project development but are extremely competitive to receive. This program will help you understand the processes, benefits, and pitfalls of pursing tax credit funding for your project.

    • 23 Oct 2023
    • 1:00 PM - 2:30 PM
    • Zoom
    • 200

    Using Financial Edutainment to Re-engage Your Clients & Reinvigorate Your Financial Literacy Programming

    Obtaining financial education is a critical step in achieving financial stability, but engaging clients has become harder and harder because our highest-need Hoosiers are stressed, busy, and overwhelmed. You’ve tried to make it as easy as possible for them to participate in your programs by offering things like food, transportation, childcare, and even financial incentives. Here’s what you may not have tried offering yet: Entertainment.

    Financial edutainment blends education and entertainment to increase program participants’ personal desire to engage with educational content. Why does this work, and how do you pull it off?

    Join us on Zoom on October 23rd to learn more from national experts during this special extended webinar.

    Attendees will learn about...

    • The research behind why financial edutainment works

    • How financial edutainment looks in action, with real examples from a nonprofit who have successfully implemented it for many years

    • Ideas for how to add edutainment programs or components to your existing financial literacy programs

    Speakers include...

    Joshua J. Caraballo, Psy.D., Managing Director of Research at the National Endowment for Financial Education

    Bill Mills, Chief Prosperity Officer for My True Prosperity

    Presented By:

    • 14 Nov 2023
    • 12:00 PM - 1:00 PM
    • Zoom
    • 94

    Policy and Advocacy Solutions to Housing Stability

    The Nonprofit Times reports that 80% of nonprofit revenue in the United States comes from government grants or contracts. The impact of policy at the “Big P” and “Small P” levels is real and yet nonprofits hesitate to use the power of advocacy to increase the impact of their work. Join us to learn simple and achievable strategies to increase the power of your work through policy advocacy.  

    • 12 Dec 2023
    • 12:00 PM - 1:00 PM
    • Zoom
    • 91

    Lived Experiences in Creating Housing Stability

    We often do our work, day-to-day, not knowing the authentic stories of those we serve. The relationship between providers and those experiencing housing instability is a critical component to increasing housing stability and this candid conversation will not only share lived experience stories but practical steps you and your organization can take to strengthen those relationships.


Prosperity Indiana
1099 N. Meridian Street, Suite 170
Indianapolis, IN 46204 
Phone // 317.222.1221 
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