Course Description

Carsey School of Public Health and Opportunity Finance Network Logo

The Fundamentals course is FULL except for those with a Special Exception Code.  If you would like to be added to the wait list to be notified if space should open so you can register, please select section labeled Wait List. 

The Fundamentals of the Opportunity Finance Industry course is designed for practitioners who are interested in expanding their knowledge of the basics of the opportunity finance industry which provides financing and financial services to low-income, low-wealth, and other disadvantaged people and communities.

This three-day course is jointly offered by the Carsey School of Public Policy at the University of New Hampshire and Opportunity Finance Network.

The Fundamentals of the Opportunity Finance Industry course summary curriculum is shown below:

>3-Day Program: $975
Day 1 Day 2 Day 3

Context, history of industry, and why CDFIs are needed

How to evaluate CDFIs using a CAMEL analysis (capital, asset quality, management, earnings, and liquidity)

Lending policies and portfolio management

Where CDFIs fit within financial markets

Impact measurement and evaluation

Current status of the field; players, CDFI types, and size and scope of industry

Underwriting CDFI Borrowers

Public policy, advocacy, and federal programs for CDFIs

Models of CDFI growth to improve scale

CDFI Hosted Site Visit

Student case study presentation


Registration & Payment Deadline: March 8, 2019

Pricing includes course tuition, course materials, and daily lunches. Please visit the North Carolina Certificate course website for details on the course location, accommodations, and curriculum.

Applies Towards the Following Certificates


Thank you for your interest. This course is not open for enrollment at the present time.

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