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.
2017 ENROLLMENT IS CLOSED
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 2017, with some BIG changes to make it a more streamlined and user friendly for students! 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!
Some enhancements include:
- Fewer exams (only 2 tests now instead of 8 from prior years)
- New books rewritten from an updated perspective
- In-Person training to include role playing & Best Practices from CU’s with successful programs
- Learn to create effective tracking programs
- Materials & starter kits to give to your members
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 days with our presenter.
FiCEP Schedule (all webinars are at 10:00 am)
- Orientation Webinar: Tues, Jan 10
- Introduction to Financial Counseling: Tues, Jan 17
- Financial Counseling Essentials: Thurs, Jan 24
- Special Issues in Financial Counseling: Tues, Feb 7
- Using Communication Skills During Financial Counseling: Tues, Feb 14
Part 1 In-person Training/Testing Session: Wednesday, March 8 from 9:00 a.m. – 4:00 p.m. at MSCUA in Jackson
- Taxes, Insurance, and Investments: Tues, Mar 21
- Controlling Expenses: Tues, Mar 28
- Money, Attitudes & Behaviors: Tues, Apr 11
- Retirement & Personal Financial Preparedness: Tues, Apr 18
Part 2 In-person Training/Testing Session: Wednesday, May 3 from 9:00 a.m. – 4:00 p.m. at MSCUA in Jackson
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.
$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.
If you completed our program and became certified 3 or more years ago, it's time for you to be re-certified by passing a single recertification exam which is designed to keep your skills sharp and your counseling knowledge up-to-date. For re-certifications, a short, live in-person review and group testing opportunity will be administered Wednesday, May 3 at MSCUA in Jackson.
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.
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: