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Credit Union Financial Counseling Certification Program

Lead members to a stronger financial future

CUNA Credit Union Financial Counseling Certification Program (FiCEP) develops credit union counseling professionals to guide members through future financial situations and enables all credit union staff to become more confident in helping members.

By completing Parts 1 and 2 of the self-study or eSchool option and the corresponding exams, you can earn your CUNA Certified Credit Union Financial Counselor (CCUFC) designation. Learn more about CUNA designations.

Benefits of the program include:

  • Proven financial counseling skills become a part of your credit union's culture
  • Written for all staff levels so anyone can offer financial counseling during every member interaction
  • Certification satisfies members' needs as they continually look for the value of your credit union
  • Differentiates your credit union with certified financial counselors on your team
  • Helps members transform the way they deal with money through real-world counseling

Self-study

With the self-study option, you can learn at your own pace. Select from the kits below in eBook or print format, or take one module at a time. Learn more about the self-study options.

FiCEP Kit - Part 1 and 2 (eBook)
Includes Part 1 and Part 2 eBook modules and a testing code.
  $440   Buy Now
 
FiCEP Kit - Part 1 and 2 (print)
Includes Part 1 and Part 2 print modules and a testing code.
  $520   Buy Now

eSchool

With the eSchool option, complete your training with instructor-led courses. You'll attend live sessions during the dates below, plus have access to the recordings after the live event. By purchasing the CUNA Training Bundle, your entire credit union can get access to this and all eSchools, webinars and audios.

CUNA Certified Financial Counselor Part 1 eSchool
Aug. 4 - Sept. 22, 2015, includes Part 1 modules and a testing code.
  $1,395   Buy Now
 
CUNA Certified Financial Counselor Part 2 eSchool
Oct. 6 - Nov. 24, 2015, includes Part 2 modules and a testing code.
  $1,395   Buy Now

ACE Accredited Program

The American Council on Education's College Credit Recommendation Service (ACE Credit) has evaluated and recommended college credit for CUNA Credit Union Financial Counseling Certification Program. For more information, visit ACE Credit's website.

Exam Procedures

All exams must be proctored, regardless of whether they are administered on paper or online. Learn more about proctored exam procedures.

Recertification

The Certified Credit Union Financial Counselor (CCUFC) designation requires recertification every three years to ensure that your knowledge about financial counseling is current. Learn more about recertification options.

Financial Counselors Listserv

Network anytime! Join fellow financial counselor professionals on the Financial Counselors Listserv. For affiliated credit unions only.

Frequently Asked Questions

Not finding all of the answers to your questions? View our Frequently Asked Questions for more information.

Financial Counselors Listserv
CUNA Schools & Conferences
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