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

This unique financial counseling training program for credit union staff combines the low cost and convenience of a self-study program with the group hands-on learning and networking of an off-site school.

Deadline to register has been extended to Friday, May 9 and space is limited to the first 40 registrants... don't delay!

Become a Certified Financial Counselor, CCUFC

FiCEP Part I Guided self-study

  • Introduction to Financial Counseling (module 1)
  • Financial Counseling Essentials (module 2)
  • Special Issues in Financial Counseling (module 3)
  • Using Communication Skills During Financial Counseling (module 4)

FiCEP Part II Guided self-study

  • Taxes, Insurance, and Investments (module 5)
  • Controlling Living Expenses and Understanding Consumer Credit (module 6)
  • Matching Values to Money (module 7)
  • Retirement and Special Issues (module 8)

Group Training and Support

Bi-Weekly Group Webinars to help you stay on track and ask questions as you study each module:

  • Introduction – week of May 27
  • Module 1 – week of June 2
  • Module 2 – week of June 17
  • Module 3 – week of June 30
  • Module 4 – week of July 14
  • Module 5 – week of August 25
  • Module 6 – week of September 8
  • Module 7 – week of September 22
  • Module 8 – week of October 6

Live group Training Sessions in the Cornerstone Region for Part I & Part II:

  • Part I Session – between 7/15 & 8/21
  • Part II Session – between 10/9 & 11/7
  • Network and share best practices
  • Group review and test preparation

** A face to face training session will take place in all 3 Cornerstone Region states IF each state has a minimum of 5 participants registered.  Otherwise, live sessions will take place in Houston and Dallas.    

  • Proctored testing as a group
  • Ongoing networking and support
  • Special training and coaching to help participants develop a detailed vision and plan for  financial counseling at your CU

Low Cost!

The Cornerstone Credit Union League and Foundation have provided funds cover all program costs. Students are responsible for their study materials as well as transportation to and from live group training sessions. 

  • Discounted pricing on study materials will be based on number of participants; maximum - $442 & minimum - $390.
  • If 2 students share a set of books, the second student pays $240
  • Cornerstone will order students’ books from CUNA.  Credit unions will be invoiced for all materials.  
  • All materials will be shipped directly to credit union

Cancellation Policy: $100.00 fee will be applied for failure to complete the full program.

 

Questions? Contact Emily Moreno, Cornerstone Credit Union League at emoreno@cornerstoneleague.coop or call 469-385-6483.