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 Credit Unions with  CUCFCs on staff:

1st Mississippi FCU

BenchSmart FCU

Choctaw 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

MBHS FCU

McComb FCU

Members Exchange CU

Meridian Mutual FCU

MS Credit Union Association

Mississippi DHS FCU
 
Mississippi FCU

Mississippi Postal EFCU

Mississippi Public ECU

Mississippi Telco FCU

MUNA FCU

Mutual CU

Navigator CU

North Miss Health Services EFCU

Pine Belt FCU
 
SecurTrust FCU
 
Singing River FCU

Statewide FCU

USM 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.

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.”