Financial Counseling Certification Program (FiCEP)  
Financial Counseling Certification Program (FiCEP)

This 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

  • Bi-weekly live webinars are recorded and accessible at any time
  • Two in-person group training and proctored testing sessions include review, networking, and sharing of best practices
  • Special training and coaching to help participants develop a detailed vision and plan for financial counseling at your CU

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


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