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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
- Registration deadline: April 14
- FiCEP welcome webinar: May 16
- Program start: June 5
- Midpoint check-in: July 6
- Final Review: Aug. 7
- Testing dates: week of Aug. 14
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
- CUNA Member CUs: $750 per student
- For those with permanent access to a 5th-edition textbook, you may register under the “no textbook” option for $350.
- Non-CUNA Member CUs: $1,500 per student
- CUs with CUNA Bundle: $250 per student
Costs include:
- Access to the student FiCEP Portal, with webinars and study guides
- Live review session via Zoom
- 5th-edition textbook and exam
- Virtual proctoring using a video-ready device such as a laptop, computer, tablet, smartphone
pdf
FiCEP 2023 Flier
(pdf)
191 KB
Questions?
Contact Program Director Emily Moreno at 214-334-3397.