Enhanced FiCEP - Certified Credit Union Financial Counselor (CCUFC)  
 
Enhanced FiCEP - Certified Credit Union Financial Counselor (CCUFC)

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.

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

Become a Certified Financial Counselor, CCUFC

Students learn skills and knowledge necessary to assist and empower members to improve their financial well-being.

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

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

Group Training and Support

The FiCEP curriculum includes:

  • Welcome video from your instructor
  • Eight modules presented in print format to be read at the student’s pace prior to webinar viewing
  • Eight tutorial webinars to recap and highlight each module (archived)
  • Printable study guides to accompany each webinar
  • Frequently Asked Questions (FAQ)
  • Online practice quizzes
  • Student Success Plan
  • Two live In-Person review with testing to follow
  • Foundation staff proctored online tests of 100 questions each – one mid-term and one at final

 

*In-person training sessions & proctored testing will take place in all 3 Cornerstone region states IF each state has a minimum of 5 participants.

Low Cost!

The Cornerstone Credit Union Foundation has provided funds to reduce program costs.

  • $550 per student
    • If 2 students share a set of books, the second student pays $200. Sharing is 2 users to 1 purchase ratio only.
  • $975 per student for non-member CUNA credit unions
    • If 2 students share a set of books, the second student pays $200.  Sharing is 2 users to 1 purchase ratio only.
  • $200 per student for credit unions using the CUNA training bundle package.
  • Students are responsible for transportation to and from live group training and testing sessions.

Want to Participate? 

  • Register online.
  • A $250 fee will be charged to students who do not complete the full program.
  • Deadline to register is Friday, June 28, 2019.

Questions?

Contact Paula Upchurch, Cornerstone Credit Union Foundation or (469) 385-6822.