Inside the Foundation  
Become a Certified CU Financial Counselor; register by June 28
Monday, June 3, 2019 2:40 PM

Are you ready to become a Certified Credit Union Financial Counselor (CCUFC)? Here's your opportunity. Learn valuable skills and the knowledge necessary to assist and empower your members to improve their financial well-being. 

By coming a CCUFC, you’ll:

  • Acquire skills to help those experiencing financial difficulties;
  • Reduce delinquencies and charge-offs;
  • Grow product and service revenue;
  • Demonstrate the credit union difference; and
  • Attract new members.

This is an enhanced and unique training program for credit union staff that combines the convenience of a self-study program with hands-on group learning. The program begins Aug. 6, and includes biweekly webinars to help students stay on track with their studies.

An in-person group training and proctored testing session will be held after Part I and Part II of the program.

Group training and support

  • Biweekly webinars are recorded and accessible at anytime;
  • Two in-person group training and proctored testing sessions* include review, networking, and sharing of best practices; and
  • Special training and coaching to help participants develop a detailed vision and plan for financial counseling at your CU.

* In-person training sessions and proctored testing will take place in all three Cornerstone-region states if each state has a minimum of five participants.


Welcome video available for viewing: July 30

In-person training and testing dates

Part I:  Sept. 26 – Little Rock and Oklahoma City
Sept. 27 – Dallas

Part II: Dec. 5 – Little Rock and Oklahoma City
Dec. 6 – Dallas

Financial Counseling Certification Program (FiCEP) Part I: Guided self-study 

  • Introduction to Financial Counseling
  • Financial Counseling Essentials
  • Special Issues in Financial Counseling
  • Using Communication Skills During Financial Counseling

FiCEP Part II: Guided self-study

  • Taxes, Insurance, and Investments
  • Controlling Living Expenses
  • Money, Attitudes, and Behaviors
  • Retirement and Personal Financial Preparedness


The Cornerstone Credit Union Foundation has provided funds to reduce the program cost. Students are responsible for transportation to and from the live group training and testing sessions. The cost options are:

  • $550 per person, including a set of books.
    • If two students share a set of books, the second student pays $200. Sharing is two users to one purchase ratio only.
  • $975 per student for nonmember CUNA credit unions.
    • If two students share a set of books, the second student pays $200. Sharing is two users to one purchase ratio only.
  • $200 per student for CUNA online package credit unions.

Interested in participating?

  • To register, visit
  • A $250 fee will be charged to students who do not complete the full program.
  • The deadline to register is Friday, June 28.

For more information, contact Paula Upchurch, Cornerstone Credit Union Foundation financial capability director, at or 832-407-7965.