CDFI Certification

Monthly Webinars

The CDFI Fund’s monthly CDFI Certification Webinars are intended to serve as a forum for potential CDFI Certification Applicants, Certified CDFIs, and other CDFI Certification stakeholders to ask questions and discuss CDFI Certification and the CDFI Certification process. The webinars are open to the general public and do not require advance registration.

During each webinar, CDFI Fund staff will provide a walkthrough demonstration on a specific aspect of the CDFI Certification Application. This will provide participants the opportunity to receive detailed instructions and guidance on key aspects of the CDFI Certification Application. An updated calendar of webinars and topics is provided below.

Those with general CDFI Certification inquiries will still be provided an opportunity ask their questions after these presentations. Given the detailed nature of many questions that are asked during these sessions and the specific circumstances involved, organizations are encouraged to submit their questions via a Service Request through the CDFI Fund’s Awards Management Information System (AMIS).

Access Instructions

The CDFI Fund now uses Zoom for all conference calls and webinar services. No prior registration is necessary. To access the current monthly conference calls, use the link provided below.

Scheduled Webinars

DateTimePresentation Topic
Jan 15, 202603:00-04:00 PM ETJanuary CDFI Certification Monthly Webinar
Feb 19, 202603:00-04:00 PM ETFebruary CDFI Certification Monthly Webinar
Mar 19, 202603:00-04:00 PM ETMarch CDFI Certification Monthly Webinar
Apr 16, 202603:00-04:00 PM ETApril CDFI Certification Monthly Webinar
May 21, 202603:00-04:00 PM ETMay CDFI Certification Monthly Webinar

Recorded Webinars

Webinar TopicAccess LinkDate Published
Accountability for CDFI CertificationPresentation, Webinar RecordingAug 13, 2025
CDFI Certification AgreementPresentationApr 21, 2025
CDFI Certification Application Navigation WalkthroughWebinar RecordingOct 21, 2024
CDFI Certification Target Market RequirementsPresentation, Webinar RecordingAug 26, 2025
Collective Review ProcessPresentation, Webinar RecordingApr 21, 2025

CDFI Certification Application Video Tutorials

The CDFI Fund recommends CDFI Certification Applicants watch the video tutorials in the following order: CDFI Certification Application Roadmap; Navigating AMIS; Section Zero; Affiliate Record Creation; Board Record Creation; Board Record Creation for Credit Unions; Board Record Creation for Collective Review; Presenting CDFI Certification Target Market and Accountability Information; CIMS4 Target Market Analysis Tutorial; How to Access the TLR and the Revised CDFI Certification Application in AMIS; and Presenting Native Communities Information in AMIS for the Native CDFI Designation.

Webinar TopicAccess LinkDate
Affiliate Record CreationPresentation, Webinar RecordingOct 2024

Requests for reasonable accommodations under section 504 of the Rehabilitation Act should be directed to Jay Santiago at (202) 653-0300 no later than 48 hours before the webinar begins.