Financial Management 201:
Examining the Parts

Advanced Financial Management for CPD Programs

These online, self-paced modules delve into financial management guidance that is specific to the following programs:

  • Home Investment Partnerships Program (HOME)
  • Community Development Block Grant (CDBG)
  • Housing Opportunities for Persons With AIDS (HOPWA)
  • Emergency Solutions Grant (ESG)
  • Continuum of Care (CoC)

Learners are encouraged to go through all the modules that are relevant to their organization. If the organization receives funds from all five programs, all five modules should be reviewed. If the organization only receives funding from one, then learners should review that one module.

Since each of the programs provide specific guidance on a variety of financial management topics, these modules will provide the details that programs feel are priorities for being effective stewards of their funds. Program-specific topics include rental assistance, reporting requirements, eligibility and many more.

Access the Modules

  1. Click the link to access the module.
     
  2. You will be prompted to either create or log into your HUD Exchange Learn account.
     
    1. If you need to create an account, Click "Create an Account."
       
    2. Fill out the form, and click the "Create Account" button.
       
  3. Your account has been created. You will receive a confirmation email.
     
  4. After creating an account or logging in, the training will launch in a new window. Make sure your pop-up blockers are turned off.


View tips for navigating the modules.

Take the Quiz and Provide Feedback

To receive credit for completing a module, you must do the following:

  1. Complete the module.
     
  2. Take the Completion Quiz for the module. After completing the module, close the window. You will be taken to the training page in HUD Exchange Learn. Click the "Completion Quiz" link under Activities. You can also access the quiz from the section on this page associated with each program.
     
  3. Complete the Satisfaction Feedback Form for the module. After completing the module, close the window. You will be taken to the training page in HUD Exchange Learn. Click the "Satisfaction Feedback" link under Activities. You can also access the feedback form from the section on this page associated with each module.

Construction site with apartment in the background

Topics include:

  • The importance of financial management when administering HOME funds
  • How the Federal financial management standards relate to the HOME Program
  • Those areas where the HOME Final Rule specifies financial management requirements that supersede or augment the Uniform Administrative Requirements
  • Links and references for further study

HOME Module | Completion Quiz | Satisfaction Feedback


Community Center

Topics include:

  • The importance of financial management when administering CDBG funds
  • Key components of specific financial management practices that are required by CDBG regulations
  • Uniform administrative requirements
  • Procedures, methods, rules of conduct, and standards

CDBG Module | Completion Quiz | Satisfaction Feedback


Red Ribbon

This module is a companion piece to the HOPWA Financial Management Training Course. Topics include:

  • HOPWA program regulatory requirements and uniform financial management requirements
  • Cost principles and audit requirements
  • HOPWA confidentiality requirements

HOPWA Module | Completion Quiz | Satisfaction Feedback


Bunk bed

Topics include:

  • Eligible costs
  • Match requirements and calculation
  • Timeliness, drawdown, expenditure and payment requirements
  • Program income determination and use
  • Recordkeeping and documentation requirements

ESG Module | Completion Quiz | Satisfaction Feedback


Transitional living facility

Topics include:

  • Eligible costs and match requirements
  • Timeliness, drawdown, and expenditure requirements
  • Program income sources and uses
  • Recordkeeping requirements
  • Other Federal financial management requirements

CoC Module | Completion Quiz | Satisfaction Feedback