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. 15, 2025
- Registration deadline: Feb. 20, 2026
- Program start: March 23
- Zoom Review & Testing: week of June 8
Cohort 2
- Registration opens: May 25, 2026
- Registration deadline: June 17, 2026
- Program start: Aug. 24, 2026
- Zoom Review & Testing: week of Nov. 9
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 (ACU Bundle students use PDF version of textbook)
- Virtual proctoring using a video-ready device such as a laptop, computer, tablet, smartphone
Cancellation Policy
Student substitutions may be made up until program start date. Student understands that barring extraordinary circumstances, they will complete the full program in the provided time frame. Fees will not be reimbursed after registration closes.
Questions?
Contact Program Director Emily Moreno at 214-334-3397.