New Address: Two Embarcadero Center, 8th floor, San Francisco, CA 94111     

Understanding the CDFI Certification – Seven Tests

Understanding the CDFI Certification – Seven Tests


10:00 am - 1:00 pm

Event Type

Register HERE

What are the seven certification criteria that a financial institution must meet to become certified as a Community Development Financial Institute (CDFI) when submitting a CDFI Certification Application to the CDFI Fund?

Please join CAMEO on Wednesday, April 3, 2024, 10:00am PT for an in-depth guidance on the seven essential criteria required for financial institutions seeking certification as CDFIs. Developed in collaboration with industry experts and tailored to meet the standards set by the CDFI fund, this course offers a detailed examination of each test, ensuring participants gain a thorough understanding of the certification process. This session is intended for organizations seeking certification for the first time or are currently certified and in need of re-certification.

Who should attend this course?
Given our intending funding and audience for these classes, the basic requirement is that you represent a nonprofit organization who is intending to make loans, a CDFI, or mission-based lender. We unfortunately are not able to accommodate for profit companies. To ensure a focused and interactive learning environment, we encourage no more than 3 or 4 participants per organization.

No Fee to Participate
A very special thank you to the SBA PRIME Grant for funding this series!“Funded [in part] through a Cooperative Agreement with the U.S. Small Business Administration,” there is NO FEE TO PARTICIPATE!

About the Instructor
This course being offered from CAMEO’s National CDFI Academy will be presented by Stacy Zielinski. Stacy has been active in the microfinance industry for over 15 years. She has experience as a CDFI practitioner, consultant and borrower. Most recently, she worked in business development for an impact investment platform. Holding positions for several CDFI’s as Senior Technical Assistance Provider and Loan Officer, her experience ranges from business development and technical assistance to underwriting and the integration of SBA programming.