|
The Enhanced Financial Counseling Certification Program (FiCEP) teaches credit union staff how to counsel members so they can budget better, smartly save, pay down debt and plan for the future. Obtaining the training and associated credentials allows your credit union to differentiate itself from other financial institutions and be more confident in helping members build a stronger financial future.
The cohort-style training consists of 8 tutorial webinars, exam preparation, proctored exam, and program development training - taking place between June and early October. Upon completion, participants will receive the Certified Credit Union Financial Counselor (CCUFC) designation. Attending the webinars live provides the opportunity to participate in discussion; however, they will also be available as a recording. On average, students should expect to spend approximately 30 minutes studying each chapter, 60 minutes participating in each webinar, and additional time as needed to review the materials before the exam. The last training session following the proctored exam is designed to help you develop a detailed vision and plan for financial counseling at your credit union. Cost: $484 per participating student. Registration fees are per person and include all webinars, electronic format book (PDF), practice quizzes, a proctored exam, and the in-person workshop: As a central part of its mission to provide resources for credit unions and communities to prosper and thrive, MnCUF has generously committed funding to help support the cost of the program for another year. The program is provided in partnership between CUNA's Center for Professional Development (CUNA CPD), CU Difference, and a collaboration with the Minnesota, Wisconsin, and Montana Credit Union Foundations. Contact Andrea Molnau with questions. |
2024 FiCEP Program Schedule
Friday, May 3: Deadline for registration Thursday, June 6, 2–3 pm Orientation, Introduction to FiCEP Webinar Thursday, June 13, 2–3 pm, Chapters 1-9 Webinar Thursday, June 27, 2–3 pm Chapters 10-18 Webinar Thursday, July 11, 2–3 pm Chapters 19-26 Webinar Thursday, July 25, 2–3 pm Chapters 27-34 Webinar Thursday, August 8, 2–3 pm Chapters 35-40 Webinar Thursday, August 22, 2–3 pm Chapters 41-48 Webinar Thursday, September 5, 2–3 pm Chapters 49-53 Webinar Thursday, September 19, 2–3 pm Chapters 54-60 Webinar Wednesday, October 2: In-Person Testing & Training, MnCUN Office |
Benefits to You and Your Credit Union
The Enhanced FiCEP builds confidence in credit union staff when helping members strengthen their financial future. While certain employees may see different benefits of completing the Enhanced FiCEP, there is built-in value to participants at all levels due to the credit union-specific nature of this program.
FiCEP enhances credit union services through:
Upon completion of this program, participants will receive the Certified Cred Union Financial Counselor (CCUFC) designation.
Credit union staff who have received a CCUFC designation include:
FiCEP enhances credit union services through:
- Developing financial counseling skills that become a part of the credit union’s culture;
- Curriculum built for all staff levels to ensure every member interaction includes confident and consistent financial counseling;
- Satisfying members’ needs as they continually look for the value of the credit union;
- Differentiating the credit union with certified financial counselors; and
- Helping members transform the way they handle financial questions.
Upon completion of this program, participants will receive the Certified Cred Union Financial Counselor (CCUFC) designation.
Credit union staff who have received a CCUFC designation include:
- Senior Management
- Branch Managers
- Educators/Business Development/Marketing
- Lending Department
- Collections Department
- Branch Employees – Member Service Representatives, Loan Officers and Tellers
CCUFC Re-certification
Those who have obtained the Certified Credit Union Financial Counselor (CCUFC) designation are required to recertify every three years to ensure that knowledge about financial counseling is current. CCUFC professionals in Minnesota have the option to receive re-certification with the MnCU Foundation. This opportunity includes a refresher training webinar provided by CU Difference , and a PDF copy of the CUNA Financial Counseling Certification Program Update Book. The 2024 Re-certification training will be held on Thursday, Sept. 12 at 2:30 pm.
Cost: $250 per participating student.
Cost: $250 per participating student.
