Image of students in Class



Day 1, March 14 (9:30 a.m. to 5:00 p.m.)

  • Context, history of industry, and why CDFIs are needed
  • Where CDFIs fit within financial markets
  • Current status of the field: players, CDFI types, and size and scope of industry 
  • Models of CDFI growth to improve scale

Day 2, March 15 (8:30 a.m. to 5:00 p.m.)

  • How to evaluate CDFIs using a CAMEL analysis (Capital, Asset quality, Management Earnings, and Liquidity)
  • Underwriting CDFI Borrowers
  • CDFI Hosted Site Visit

Day 3, March 16 (8:30 a.m. to 3:00 p.m.)

  • Lending policies and portfolio management
  • Impact measurement and evaluation
  • Public policy, advocacy, and federal programs for CDFIs
  • Student case study presentations and discussion of hot topics in the field.

A more detailed curriculum will be made available closer to the date of the course.


Image of Robin HusslageCarsey School of Public Policy:
Robin Husslage



Image of Beth LipsonOpportunity Finance Network:
Beth Lipson





 "The most beneficial part for me was the CAMEL analysis [Capital, Asset quality, Management, Earnings, and Liquidity] and understanding financials and how they can vary so much from CDFI to CDFI."

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The Fundamentals of the Opportunity Finance Industry program  is jointly offered by the Carsey School of Public Policy at the University of New Hampshire and Opportunity Finance Network.