Financial Counselor Training & Certification Program

The Enhanced FiCEP program is a unique partnership between the Foundation, CUNA's Center for Professional Development (CUNA CPD), credit union leagues and credit unions to train staff who are then able to give professional financial counseling and education to help members better prepare for their future and to assist when they are faced with financial difficulties.

2018 ENROLLMENT IS OPEN - REGISTER HERE
The deadline to register is Friday, December 15, 2017

Are you ready to join the ranks of the 160+ Certified Financial Counselors currently serving Mississippi's credit union members?

Our new program will kick off in January 2018. Those who successfully complete the program and exams will earn their Credit Union Certified Financial Counselor (CCUFC) Designation. 

We have taken feedback from prior seasons and worked diligently with CUNA to bring you a new enhanced and more student-friendly program! 

The educational process will consist of 8 modules presented in books which are read at the student's own pace and recapped with a live webinar for each module (archives also available). In additional to the webinars there will be 2 in-person training & testing days with our presenter.
 
FiCEP Schedule (all webinars are at 9:30 am)

  • Orientation Webinar (Tues, Jan 16)
  • Introduction to Financial Counseling (Tues, Jan 23)
  • Financial Counseling Essentials (Tues, Jan 30)
  • Special Issues in Financial Counseling (Tues, Feb 20)
  • Using Communication Skills During Financial Counseling (Tues, March 6)

Part 1 Live Training/Testing Session: Mar 14 from 9:00 a.m. – 4:00 p.m. at MSCUA in Jackson

  • Taxes, Insurance, and Investments (Tues, Mar 27)
  • Controlling Expenses (Tues, Apr 10)
  • Money, Attitudes & Behaviors (Tues, Apr 24)
  • Retirement & Personal Financial Preparedness (Tues, May 1)

Part 2 Live Training/Testing Session: May 9 from 9:00 a.m. – 4:00 p.m. at MSCUA in Jackson

Testing
All testing is done online to allow students to receive their grades instantly & privately. Students must have access to a laptop computer or tablet with wireless internet connectivity capabilities.

Educational Investment
$975 per student

Who should become a Certified Financial Counselor?
Anyone desiring to become one should have the opportunity to do so, but we especially recommend this program for Lending Staff, Collections Staff, Branch Managers & Educators.

FiCEP Recertification
Anyone certified in 2014 or before will need to re-certify this year. You are re-certified by passing a single re-certification exam which is designed to keep your skills sharp and your counseling knowledge up-to-date.

It is strongly encouraged that you read the single course book prior to taking the re-certification exam.  You may purchase ($240) it from the Credit Union National Association: RECERTIFICATION BOOK

If you intend to recertify, please contact Tom McWilliams.



FiCEP video

The National Credit Union Foundation (the Foundation) has released a video (below) to showcase its Financial Counselor Training program also known as the Enhanced FiCEP Program and its benefits for credit union members. This video is comprised of numerous testimonials, including some from Mississippi, and provides an overview of the financial counselor certification program available for credit union organizations and staff.

Helping Members Better Prepare for Their Future: