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FiCEP–Certified Credit Union Financial Counselor
FiCEP is an enhanced and unique training program for credit union staff
looking to assist and empower members to improve their financial
well-being. Upon completion, graduates become Certified Credit Union
Financial Counselors (CCUFC). This program combines the convenience of a
self-study program with group hands-on learning.
Important Dates
Cohort 1
- Registration opens: Dec. 4
- Registration deadline: Jan. 19
- Program start: March 18
- Zoom Review & Testing: week of June 3
Cohort 2
- Registration opens: Apr. 8
- Registration deadline: June 7
- Program start: Aug. 5
- Zoom Review &Testing: week of Oct. 21
Why Participate?
- Acquire skills to help those experiencing financial difficulties
- Reduce delinquencies and charge-offs
- Grow product and service revenue
- Demonstrate the credit union difference
- Attract new members
Program Components
One book and one exam cover the following topics:
- Introduction to Financial Counseling
- Financial Counseling Essentials
- Special Issues in Financial Counseling
- Using Communication Skills During Financial Counseling
- Taxes, Insurance, and Investments
- Controlling Living Expenses
- Money, Attitudes, and Behaviors
- Retirement and Personal Financial Preparedness
Educational Investment
- America's Credit Unions Member CUs: $750 per student
- If 2 students share a book, the second student pays $350. Sharing is 2 users to 1 purchase ratio only.
- Non-America's Credit Unions Member CUs: $1,500 per student
- CUs with America's Credit Unions Bundle: $250 per student
Costs include:
- Access to the student FiCEP Portal inclusive of engaging and interactive webinars and study guides
- Live exam review session via Zoom
- 6th-edition textbook and exam
- Virtual proctoring using a video-ready device such as a laptop, computer, tablet, smartphone
pdf
FiCEP 2024 Flier
(pdf)
177 KB
Questions?
Contact Program Director Emily Moreno at 214-334-3397.