Leaguer Email Subscription

You are not currently subscribed. Click Subscribe below to receive the Leaguer email.

Space is Limited and Filling Up Quickly, Register Today to Become Certified CU Financial Counselor
Friday, April 25, 2014 6:45 AM

Through the Cornerstone Credit Union League’s REAL Solutions program and the Cornerstone Credit Union Foundation, Cornerstone credit unions have an opportunity to take advantage of a Financial Counseling Certification Program (FiCEP). This unique financial counseling training program for credit union staff combines the low cost and convenience of a self-study program with the group hands-on learning, and networking of an off-site school. Seating is limited to first 40 registrants and the deadline to register is April 30.

The self-study guide is divided into two parts:

Part I Guided self-study

  • Introduction to Financial Counseling (module 1)
  • Financial Counseling Essentials (module 2)
  • Special Issues in Financial Counseling (module 3)
  • Using Communication Skills during Financial Counseling (module 4)

FiCEP Part II Guided self-study

  • Taxes, Insurance, and Investments (module 5)
  • Controlling Living Expenses and Understanding Consumer Credit (module 6)
  • Matching Values to Money (module 7)
  • Retirement and Special Issues (module 8)

Cornerstone and the Foundation have provided funds to cover all program costs.  Students are responsible for their study materials as well as transportation to and from live group training sessions. Discounted pricing on study materials will be based on number of participants; maximum - $442 & minimum - $390.

If two students share a set of books, the second student pays $240. Cornerstone will order students’ books from CUNA.  Credit unions will be invoiced for all materials. All materials will be shipped directly to credit union

For more details, please visit www.cscuf.coop/ficep.html.