Welcome Future Financial Counselors  
 
Welcome Future Financial Counselors

Welcome to the student portal for Cornerstone Credit Union Foundation’s 2019 Financial Counselor Training & Certification Program (FiCEP). Your participation in this multi-tiered program shows your credit union commitment to helping members build a strong financial future, and we look forward to helping you succeed.

Part I

Module 1: Introduction to Financial Counseling

Module 2: Financial Counseling Essentials

Module 3: Special Issues in Financial Counseling

Module 4: Using Communication Skills During Financial Counseling

Exam

In-person training, proctored testing dates and locations are currently scheduled as follows:

September 26 in Oklahoma City
September 27 in Plano
1:00 p.m. - 5:00 p.m.

Part I testing location addresses:

Communication Federal Credit Union
4141 NW Expressway, Suite 200
Oklahoma City, OK 73116-1675

Cornerstone Credit Union League
6801 Parkwood Blvd, Suite 300
Plano, TX  75024

Lodging Offers

Part II

Part II information will be available after September 26, 2019.

Module 5: Taxes, Insurance, and Investments

  • Webinar: Tuesday, October 1 (Password   )
  • Module 5 Study Guide
  • Module 5 Answers
  • CUNA Pre Quiz

Module 6: Controlling Expenses

  • Webinar: Tuesday, October 15 (Password   )
  • Module 6 Study Guide
  • Module 6 Answers
  • CUNA Pre Quiz

Module 7: Money, Attitudes & Behaviors

  • Webinar: Tuesday, October 29 (Password  )
  • Module 7 Study Guide
  • Module 7 Answers
  • CUNA Pre Quiz

Module 8: Retirement & Personal Financial Preparedness

  • Webinar: Tuesday, November 12 (Password  )
  • Module 8 Study Guide
  • Module 8 Answers
  • CUNA Pre Quiz 

Exam

In-person training, proctored testing dates and locations are currently scheduled as follows:

December 5 in Oklahoma City
December 6 in Plano
1:00 p.m. - 5:00 p.m.

Part II testing location addresses:

Credit Union House of Oklahoma
631 East Hill Street
Oklahoma City, 73105

Cornerstone Credit Union League
6801 Parkwood Blvd, Suite 300
Plano, TX  75024

Lodging Offers

Exam Information

Exams are taken online. Each student is responsible for bringing a laptop, tablet or iPad or other electronic device suitable for testing with them on test day. Be sure to bring a power cord as well, so your device stays on for testing duration. Please ensure that the PC on which you plan to take online exams meets these system requirements prior to the test date.

RSVP by September 3, 2019 to confirm your testing location to Angie Lutes at alutes@cscuf.coop.

During the in-person training & testing days. We will begin with an overview of the modules and you will have an opportunity to discuss your questions with your trainer and other participants. Then we have the exam which offers up to a 2-hour time limit. 

Transportation

Students are responsible for transportation to and from the testing locations.

Extenuating Circumstances preventing travel to in-person training and testing

We understand there may be extenuating circumstances preventing you from travelling to the in-person training and testing. If that is the case, you will be responsible for obtaining a local proctor for testing. Information about securing a proctor can be found on the CUNA website here. You are required to complete the testing within 30 days of each of the live training dates.

 **As a reminder, a $250 fee will be charged to students who do not complete the full program. **