FiCEP Certification

2022 FiCEP Registration is now open.

The LSCU and the Southeastern Credit Union Foundation (SECUF) partner with CUNA to offer a unique financial counseling training program for credit union staff, the enhanced Financial Counseling Certification Program (FiCEP). The program combines the affordability and convenience of a self-study program with group hands-on learning and networking.

Individuals who successfully complete all eight modules and the exam earn their Certified Credit Union Financial Counselor (CCUFC) designation.

2022 FiCEP Important Dates

Registration Opens: May 20, 2022
Registration Deadline: August 12, 2022
Orientation Webinar: August 15, 2022
Virtual Live Exam Prep: October - Date TBD
Virtual Exam Date: November 4, 2022
Virtual Make-Up Exam Date: November 10, 2022

FiCEP
Registration

FiCEP
Flyer

 

Program Benefits

Credit unions with certified financial counselors on staff are better able to demonstrate the credit union difference, grow product and service revenue, and attract new members. Designed for credit union staff who work in the financial counseling, collections, and loan departments, or any other staff members who are committed to helping members improve their financial well-being, CUNA’s FiCEP program teaches credit union staff how to counsel members so they can budget better, save smartly, pay down debt and plan for the future.

FiCEP Curriculum, Training, and Support

FiCEP Curriculum Includes:

8 Pre-recorded tutorial webinars to recap and highlight course material.
8 Fill-in-the-blank study guides with answer keys to accompany each webinar.
1 Pre-recorded examp prep webinar
Take-away tool kit including budget spreadsheets, spending plans, tracking methods, and more.
Online proctored exam consisting of 100 questions at the conclusion of the program.

Additional Training and Support:

Access to the student FiCEP Portal
Live review session via Zoom
Access to a private FiCEP Facebook group for networking and support
Training Day – a hands-on single day virtual training which includes counselor role-playing exercises, group mind-mapping of program implementations, development of action plans, marketing tips, best practice share & open forum discussion.
NEW THIS YEAR - Online FiCEP Community, an online FiCEP Community to expand counselors continuing education resources. Through this community current students as well as those already certified can connect, ask questions, share tips, and ideas as well as upload documents to contribute to the growing library of resource materials. Additionally, the community will host quarterly facilitated online meet ups.
Program Cost

Your credit union’s educational investment is a maximum of $799 per participant for affiliated credit unions. Eligible credit unions with assets under $50 million can use their $1,000 Small CU Initiative Funds account. SECUF scholarships may also be available.

FiCEP Certification

Register 1-5 participants: $799 per person/$999 per non-member
Register 6-10 participants: $699 per person/$899 per non-member
Register 10+ participants: $649 per person/$849 per non-member

*Additional $50 proctoring fee per person may apply if not able to attend the scheduled virtual testing or make-up testing dates.

*Includes PDF materials (additional $100 if printed workbooks are requested)

Recertification

If you earned your Certified Financial Counselor designation three or more years ago, you are encouraged to complete continuing education to keep your certification. To recertify, CUNA has the following two options available:

Register to attend CUNA’s eSchool, either live or recorded; or

Self-study by purchasing the latest book (pdf or printed). Books can be purchased through the SECUF at $399 and include:

PDF copy of the CUNA Financial Counseling Certification Program Update Book, 5th Edition
Access to the student FiCEP Protal which includes, 8 pre-recoded tutorial webinars to recap and highlight course material
Access to a private FiCEP Facebook group for networking and support
Training Day – a hands-on single day virtual training which includes counselor role-playing exercises, group mind-mapping of program implementations, development of action plans, marketing tips, best practice share & open forum discussion.

*As of 2020, CUNA has stated an exam is no longer required for recertification.

FiCEP Participant
Portal

Financial Counselor Reporting

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