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

Financial Counselor Training and Certification

 2015 FiCEP deadline:
JANUARY 15, 2015


Mississippi Credit Unions with  CUCFCs on staff:

1st Mississippi FCU
BenchSmart FCU
Choctaw FCU
Columbus Municipal FCU

East Central MS
Elevator CU
Gulf Coast Community FCU
Hope FCU
Hospital System CU
Jackson ACCO FCU
Jackson Area FCU
Keesler FCU
Magnolia FCU
McComb FCU
Members Exchange CU
Meridian Mutual FCU
MS Credit Union Association
Mississippi DHS FCU
Mississippi FCU
Mississippi National Guard FCU
Mississippi Postal EFCU

Mississippi Public ECU
Mississippi Telco FCU
Mutual CU
Navigator CU
North MS Health Services
Pine Belt FCU
SecurTrust FCU
Singing River FCU
Statewide FCU
Southern MS FCU
Veritas FCU

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.

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.

2015 Schedule

Orientation Webinar: Tuesday, January 27 at 10:00 a.m.

FiCEP Part I Guided Self-Study Webinars

  • Introduction to Financial Counseling (Tues, Feb 3)
  • Financial Counseling Essentials (Tues, Feb 10)
  • Special Issues in Financial Counseling (Tues, Mar 3)
  • Using Communication Skills During Financial Counseling (Tues, Mar 12)

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

  • Taxes, Insurance, and Investments (Tues, Apr 7)
  • Controlling Expenses (Tues, Apr 14)
  • Money Attitudes & Behaviors (Tues, May 5)
  • Personal Financial Preparedness (Tues, May 12)

Part 2 Group Training Session: Tuesday, 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 a set of books; if you choose this option your educational investment is $775 per person. (Please note: Due to training book updates, all 2015 students will be required to purchase new books.  Previous editions of the training books will no longer be applicable.)

What’s Included:
Webinars, course materials, and in-person workshops (lunch provided for 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 Thursday, January 15, 2015.

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Comments from 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.”