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 is Monday, May 2 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 – June 7
  • Module 1 –  June 14
  • Module 2 –June 28
  • Module 3 – July 12
  • Module 4 – July 26
  • Module 5 –  August 30
  • Module 6 –September 6
  • Module 7 – September 20
  • Module 8 – October 4

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

  • Part I Session – between 7/28 & 8/25
  • Part II Session – between 10/6 & 11/10
  • 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 San Antonio 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 to 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 - $390 per student.
  • 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.

I want to Participate

  • To register, visit
  • You will be contacted upon registering for next steps
  • Due to limited space, a $250 fee will be charged to anyone who registers but fails to complete the full program 

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Questions, contact Emily Moreno, Cornerstone Credit Union Foundation,, (469) 385-6483