Apply for Certification

How It Works

In order for consumers to consistently experience the best financial education workshop possible, we require all YourMoneyCounts® curriculum trainers to demonstrate a thorough understanding of the YourMoneyCounts workshop content, and to be comfortable as a trainer.

The following application should be completed on behalf of the organization for which you currently or would like to conduct financial literacy workshops.

The application process should take about 15 minutes and you will need to supply:

Contact information and email address
Your experience with financial literacy training

If you're the first person to apply for your Organization, you will also need:

Organization's contact information (primary contact, address, phone number)
Organization's 501(c)(3) status and Employer Identification Number (XX-XXXXXXX)

After your application is approved, you will be sent a password to access the Educators Portal for certification which requires you to demonstrate a thorough understanding of the program's content.

Once certified, you will have access to the full Educators Portal and its workshop materials which includes: slide presentations; speaker notes; activity sheets and worksheets, as well as any other supplemental materials for Banking, Credit History, Using Credit, Managing Your Money, Managing Your Mortgage, Identity Theft, and Homeownership modules.

This content is provided as educational material only and is not intended to solicit you for any product or service. These materials are not a recommendation by HSBC for any product, service or financial strategy. The suggestions and recommendations contained within are general in nature, and may or may not apply to your particular circumstances. Securities, annuity and insurance products are not FDIC insured or insured by any federal government agency of the United States; subject to investment risk, including possible loss of principal invested. All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor. Should you need further assistance, HSBC strongly recommends contacting an independent attorney, tax professional or financial consultant.