Watch the video to hear how recent
MS FiCEP graduates feel about the program!

Financial Counselor Training and Certification

 2014 FiCEP deadline:
January 10, 2014
Get enrollment form.

 

Mississippi CUCFCs:

1st Mississippi FCU
Peggy Emerson
Tamica Green

BenchSmart FCU
Dawn Parks
Connie Seawright

Elevator CU
Pamela Collier

Gulf Coast Community FCU
Pamela Barnes
Joshua Campbell
Malinda Colerick
Jinny Gant
Darren Garrett
Abby High
Dorothy Lacy
Ladonna Ladner
Brandi McClung
Tammy Miles
Jeanette Rowe
Gina Rowell
Kristen Tate
Cheri Walton

Hope FCU
Laura Repp

Hospital System CU
Betty Hutchinson
Aimee Younger

Jackson Area FCU
Robert Cameron
Lauren Cox
Hailey Tucker

Keesler FCU
Jessica Bartels
Terri Gonzalez
Nell Schmidt
Tammy Scott

Magnolia FCU
Douglas Clinton
Sarah Dale Harmon
Melissa Harper
Stephen Hopkins
Lanet McCrary

MBHS FCU
Sheila Bridges

Members Exchange CU
LaDonna Jacobs
Essie Slaughter

Meridian Mutual FCU
Misty Harris

MS Credit Union Association
Elizabeth Edmondson
Cheryl Oggs

Mississippi DHS FCU
Jennifer Lovett

Mississippi FCU
Ethel Manning

Mississippi Postal EFCU
Tammy Henderson

Mississippi Public ECU
Debbie Cox
Gary Crotwell
Lisa Jenkins

Mississippi Telco FCU
Michelle Omerza
Melissa Usry

MUNA FCU
Barbie Espey
Joseph Lamberth
Sheila Neal
Deniese Street

Mutual CU
Dianne Copes
Karen Dowe
Stephanie Newsome
Rachel Redditt

Navigator CU
Denise Anderson
Trey Bolling
Erica Dees
Kristi Kell
Lora Michael
Debbie Oliver
Leah Small
Valerie Turgeau
Chris Warren

North Miss Health Services EFCU
Daphne Burson

Pine Belt FCU
Brenda Murphy

SecurTrust FCU
Martha Rushing

Singing River FCU
Jeanine Austin
Angela Brown
Charlene Carpenter
Jenni Collins
Kelsey Cowart
Nancy Dickerson
Lisa Ellis
Sabrina Furr
Amanda Lucas
Susan Powell

Statewide FCU
Gary Allen
Marilynn Ashford
Elizabeth Carrithers
Hillary Cook
Jenny Dufour
Nancy Fox
Kim Howell
Cindy Miller
John Parks
Pam Warren

USM FCU
Brenda Tyner

Veritas FCU
Tanner Shepherd

The Louisiana Credit Union League and the Mississippi Credit Union Association are pleased to partner with REAL Solutions and CUNA to offer this unique financial counseling training program for credit union staff, which combines the affordability and convenience of a self-study program with the group hands-on learning and networking of an off-site CUNA School available at convenient locations in in Louisiana and Mississippi.

This program will enable all credit union staff to become more confident in helping members build a stronger financial future. Individuals who successfully complete the program and exams will earn their Credit Union Certified Financial Counselor (CUCFC) designation.

Participants will join together for bi-weekly group webinars to help you stay on track and ask questions as you study each module. In-person group training sessions will be held in Louisiana and Mississippi for Part I & Part II (during the weeks of March 24 and May 19) providing hands-on training with experienced counselors, as well as the opportunity to network, share best practices, and prepare for exams. Participants will be able to test as a group or individually. Special training and coaching will be provided to help you develop a detailed vision and plan for financial counseling at your credit union.

New for 2014: Participants will have the option to take paper exams or test online. For online testing, students must have access to a laptop computer with wireless internet connectivity capabilities.

2014 Schedule

Orientation Webinar: Tuesday, January 28 at 10:00 a.m.

FiCEP Part I Guided Self-Study Webinars

  • Introduction to Financial Counseling (Tues, Feb 4)
  • Financial Counseling Essentials (Tues, Feb 11)
  • Special Issues in Financial Counseling (Tues, Mar 4)
  • Using Communication Skills During Financial Counseling (Tues, Mar 11)

Part 1 Group Training Session: Week of Mar 24 from 9:00 a.m. – 4:00 p.m.
   
FiCEP Part II Guided Self-Study Webinars

  • Taxes, Insurance, and Investments (Tues, Apr 1)
  • Controlling Expenses & Understanding Consumer Credit (Tues, Apr 8)
  • Matching Values to Money (Tues, Apr 29)
  • Retirement and Special Issues (Tues, May 6)

Part 2 Group Training Session: Week of May 19 from 9:00 a.m. – 4:00 p.m.

Educational Investment:
Your investment is $950 per person. Up to two students from the same credit union can share of set of books; if you chose this option your educational investment is $775 per person.

What’s Included:
Webinars, course materials, and in-person workshops.

To participate or for more information:
COMPLETE THIS REGISTRATION FORM and submit it to Tom McWilliams  at tmcwilliams@mscua.comRegistrations must be received by Friday, January 10, 2014.

 

Comments from recent Mississippi FiCEP graduates:

“I really enjoyed the class and the course materials and presenters. I feel the material discussed was very pertinent to a large portion of our member base today.”

“It helped me learn to recognize when it was time for the member to seek outside assistance, where they could obtain it and what I could do to help.”

“I appreciated the mix of self study, webinar reviews, proctored group testing, and face-to-face trainer-lead sessions. The pace of the course was perfect for me as it provided ample time to study and complete the course in a reasonable time frame.”

“Providing our members the expertise of Certified Financial Counselors, gives our members confidence that we are providing them expert financial assistance. I don’t believe other FIs provide this type of service. When more members find out that we have this expertise, I believe they will think of us first when seeking financial services.”

“We will be enhancing our member education workshops to include some of the information we learned in the class and we are planning to send other employees through the class to better assist our members.”

“I feel FiCEP sets me and my credit union apart because I have the confidence to make real life recommendations to members who are struggling with their finances and also help members before they get to point of needing a financial counselor.”