Housing and Services Case Management
Professional Certification Series

⁣
9 Live Webinars + 1 Live Review Session
20 Hours of Learning
2.0 CEUs &
Certificate
A 10-SESSION COURSE
Develop the skills to provide effective, person-centered housing and service supports

This professional certification program focuses on real-world scenarios, engaging participants in active learning, and encouraging reflective practice. Each session provides essential skills and knowledge to work in the role of a case manager more effectively.

  • You Will Learn:
    Effective, compassionate engagement and relationship-building techniques;
  • How to conduct collaborative assessments that identify strengths, needs, risks, and goals;
  • How to co-create individualized service plans that respond effectively to the needs of individuals and families;
  • How to document case notes and service activities clearly, accurately, and objectively;
  • How to monitor client/tenant progress and revise service plans to support long-term housing retention and well-being;
  • How to navigate ethical dilemmas and maintain appropriate professional boundaries.

Upcoming Certification Program Dates

Free Series Learning Guides
Interactive Certification Review Course
Digital Badge and Certification
30-Days Access to Webinar Recordings

Starts February 10, 2026

$790 Per Person

Register Here

Tuesdays and Thursdays

February 10, 12, 17, 19, 24, 26

March 3, 5, 10, 12, 2026

2:30 - 4:30pm Eastern

1:30 - 3:30pm Central

12:30 - 2:30pm Mountain

11:30 - 1:30pm Pacific

Starts June 9, 2026

$790 Per Person

Coming Soon

Tuesdays and Thursdays

June 9, 11, 16, 18, 23, 25, 30

July 7, 9, 14, 2026

2:30 - 4:30pm Eastern

1:30 - 3:30pm Central

12:30 - 2:30pm Mountain

11:30 - 1:30pm Pacific
This Course is For:
Case Managers
Supportive Housing Service Providers
Human Service Providers

SESSION DESCRIPTIONS

Course Sessions

All course sessions are 2 hours in duration. 2.0 CEUs and a digital certification credential is awarded after completion of the full series and skills review.

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Foundations of Case Management: Understanding your Role and Readiness

This module serves as the cornerstone of the Case Manager Qualification Program. It is designed to ground participants in the core identity, purpose, and responsibilities of a case manager. Participants will explore what it truly means to be a case manager; a professional role rooted in advocacy, coordination, and person-centered support.

SESSION 1

Strength-Based Strategies for Relationship Building

This module equips case managers with practical, strengths-based communication skills to foster meaningful engagement with clients. The focus will be on centering clients' needs, building trust, and overcoming common barriers to connection. Participants will learn how to create a supportive environment that encourages open dialogue, mutual respect, and collaboration.

SESSION 2

Restorative and Recovery-Oriented Approaches to Case Management

This module introduces participants to the principles and practices of restorative and recovery-oriented case management. Grounded in the belief that healing and growth are possible for every individual; this module emphasizes the case manager’s role in fostering hope and resilience without judgement throughout the change process.

SESSION 3

Building Bridges: Collaborative, Culturally Responsive Service Planning

This module focuses on the essential role of the case manager as a connector; linking clients and tenants to community-based services and supports that align with their unique needs, identities, and goals. Participants will explore how to develop individualized service plans that are comprehensive as well as culturally responsive.

SESSION 4

Holistic Assessment and Goal Setting through Effective Home Visits

This practical, skill-building module equips participants with the tools and techniques needed to conduct comprehensive, person-centered assessments in the context of home visits. Recognizing the home as a vital space for understanding a tenant’s/client’s lived experience, this module emphasizes the importance of building rapport, observing with sensitivity, and engaging in collaborative planning.

SESSION 5

Professional Documentation: Writing with Clarity, Purpose, and Integrity

Effective documentation is a cornerstone of ethical and impactful case management. This module provides participants with the essential skills and standards for writing clear, objective, and professional case notes, reports, and intake records. Emphasizing both practical techniques and ethical considerations, the module prepares case managers to document in ways that support continuity of care, uphold client dignity, and meet legal and organizational requirements.

SESSION 6

Responding in Critical Moments: Crisis Support and Restorative-Centered Care

This module prepares case managers to respond effectively during moments of heightened vulnerability, urgency, or crisis in the lives of clients and tenants. Whether navigating mental health emergencies, substance use concerns, housing instability, or other acute challenges, participants will learn how to remain grounded, responsive, and supportive, prioritizing safety, dignity, and connection.

SESSION 7

Staying Grounded: Ethics, Boundaries, and Self-Care in Case Management

This module explores the importance of ethical approaches to case management, emphasizing the importance of maintaining professional boundaries, practicing sound decision-making, and sustaining personal well-being in emotionally demanding roles. Participants will engage with real-world scenarios to examine ethical dilemmas, reflect on their own values, and develop strategies for navigating complex interpersonal dynamics with integrity and care.

SESSION 8

Sustaining Engagement: Monitoring Progress and Planning for Transitions

This module focuses on the ongoing nature of case management, supporting clients and tenants beyond initial engagement by maintaining meaningful contact, tracking progress, and adapting plans as circumstances evolve. Participants will learn how to balance the dual responsibilities of compliance and person-centered care, ensuring that support remains responsive, relevant, and forward-looking.

SESSION 9

Case Management Certification Review Session

This session reinforces core concepts and skills from the series. Participants will apply these strategies in guided practice scenarios and receive real-time feedback. The session concludes with an interactive Q&A to address challenges, share insights, and solidify learning.

SESSION 10