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.

Program begins in late May and includes bi-weekly live 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.

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.

Orientation Webinar

Week of May 21, 2018

In-Person Training and Testing Dates

Part I

  • August 16 - Little Rock & Oklahoma City
  • August 17 - Dallas

Part II

  • October 4 - Little Rock & Oklahoma City
  • October 5 - Dallas

Low Cost

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

  • Students are responsible for the cost of study materials and transportation to and from live group training and testing sessions.
  • Cost of materials will be determined by number of students registered. Updated materials are available in print or electronic (PDF) versions.
    • 1-20 students = $442 per student
    • 21-35 students = $416 per student
    • 36+ students = $390 per student
  • If 2 students share a set of books, the second student pays $100. Sharing is 2 users to 1 purchase ratio only.
  • Non-member CUNA credit unions will incur an additional $50 fee.

I want to Participate

  • Register for the event
  • A $250 fee will be charged to students who do not complete the full program.
  • Deadline to register is Friday, April 20, 2018!


Contact Staci Kimmel, Cornerstone Credit Union Foundation or (469) 385-6447.