Financial Health Support Certification Platform
Why Financial Institutions Pursue JD Power Financial Health Certification
Today’s customers and small business owners expect more than just basic banking—they want meaningful support for their financial well-being. In fact, 6 in 10 bank customers say they expect help improving their financial health.
The JD Power Financial Health Support Certification helps financial institutions stand out by demonstrating a clear commitment to customer and small business financial wellness.
Today’s customers and small business owners expect more than just basic banking—they want meaningful support for their financial well-being. In fact, 6 in 10 bank customers say they expect help improving their financial health.
The JD Power Financial Health Support Certification helps financial institutions stand out by demonstrating a clear commitment to customer and small business financial wellness.
How the Financial Health Support Certification Works
Certification is awarded based on a rigorous evaluation process conducted in partnership with the Financial Health Network.
Certification is awarded based on a rigorous evaluation process conducted in partnership with the Financial Health Network.
Step 1
Your brand must rank among the top banks and credit card issuers in the JD Power Financial Health and Advice Satisfaction Study.
Your brand must rank among the top banks and credit card issuers in the JD Power Financial Health and Advice Satisfaction Study.
Step 2
Pass a comprehensive evaluation of operational best practices, collateral review, and leadership validation interviews conducted by a collaboration between JD Power and Financial Health Network.
Pass a comprehensive evaluation of operational best practices, collateral review, and leadership validation interviews conducted by a collaboration between JD Power and Financial Health Network.
Step 3
Certified brands earn the right to market their achievement for 12 months—showcasing their leadership in supporting financial health.
Certified brands earn the right to market their achievement for 12 months—showcasing their leadership in supporting financial health.
View all eligibility requirements