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FiCEP–Certified Credit Union Financial Counselor

financial counseling

As the pandemic continues, the Cornerstone Foundation understands the increasing need for members and consumers to seek financial counseling. To help you and your credit union meet these needs, the Foundation is offering the Credit Union National Association Financial Counseling Certification Program (FiCEP) for half the cost in 2021. 
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 30
  • Program start: June 7
  • Live, virtual review: Aug. 5
  • Virtual testing dates: Oct. 6 and 7

Why Participate?

  • Learn the skills and knowledge necessary to assist and empower members to improve their financial well-being
  • Gain expertise 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

Group Training and Support

The cost to participate is $300 per student—normally $600—which includes:

  • Access to the student FiCEP Portal, with webinars and study guides
  • Live review session via Zoom
  • Book and exam
  • Virtual proctoring using a video-ready device such as a laptop, computer, tablet, smartphone

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Contact Financial Capability Director Marina Garcia at 972-322-9312.