Educational Programs
FiCEP - Certified Credit Union Financial Counselor (CCUFC)
The Financial Counseling Certification Program (FiCEP) is an enhanced and unique training program for credit union staff that combines the convenience of a self-study program with group hands-on learning. Students learn the skills and knowledge necessary to assist and empower members to improve their financial well-being.
Journey to Financial Wellness
Journey to Financial Wellness is a thoughtfully designed resource created by the Cornerstone Foundation’s Financial Wellness Task Force to support credit union employees—and by extension, their members—on the path to financial confidence and capability.
This comprehensive workbook covers essential financial topics, including budgeting, saving, investing, debt management, retirement planning, and goal setting. Whether used internally with staff or shared externally with members, it’s a flexible tool that meets people where they are in their financial journey.
The Cornerstone Foundation and BALANCE have partnered to offer three turnkey personal finance solutions to help credit unions provide financial wellness in their communities. BALANCED Life™, comprised of a Reality Fair, a Classroom Simulation, and a Retirement Experience provides three low-cost options with one shared goal of offering practical and powerful ways to help today’s youth and adults learn the importance of managing a budget and preparing for retirement at any age.
Questions?
For questions about any financial wellness educational programs, please contact Courtney Moran, Foundation Executive Director.