CUNA Financial Counseling Certification Program eSchool: Part 1

CUNA Financial Counseling Certification Program eSchool: Part 1
05/06/2020 To 06/25/2020
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CUNA’s Financial Counseling Certification Program (FiCEP) was designed for staff in various positions at the credit union (from lending to collections to member service representatives) to better serve their members. This training teaches students how to counsel members- so they can budget better, save smartly, 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.

This eSchool enables learners to complete part one of CUNA’s Financial Counseling Certification Program (FiCEP). The eSchool includes electronic access to the Fourth Edition of all four related modules, as well as online practice activities and complimentary quizzes associated with each module. In addition to reading the required pre- and post-work (self-study), you'll learn the content through live online sessions, recordings, discussions and more.

In order to obtain the Certified Credit Union Financial Counseling (CCUFC) designation, attendees are required to pass the Part 1 & Part 2 exams.

If multiple people from your credit union will certify for the CCUFC Designation by attending this eschool, please do the following to ensure each designee receives credit for recertification:

  1. CUNA Training Bundle Subscribers - please register each individual to ensure the eschool is added to their transcript.
  2. If you do not have the CUNA Training Bundle, please contact for assistance with registering additional participants.

NOTE: The Part 1 and Part 2 exams need to be taken before December 31, 2020. A new 5th Edition FiCEP Book and exam will be released in January 2021.

This event is endorsed by CUNA Lending Council and CUNA Finance Council.

Who should attend?

This eSchool is beneficial 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 gain control of their financial future.


Certified Financial Counselor Program Readiness
May 6, 2020 // 2:00-3:30 p.m. CT
Speaker: Ken King

As an aspiring financial counselor, it’s critical to explore three questions:

  1. What problems are members facing?
  2. How are members going to solve them?
  3. What can you do to help?

In this session, we’ll discuss the social and economic impact of financial issues members are experiencing nationwide, and how to recognize who needs help. In addition, attendees will:

  1. Recognize the need for financial counseling
  2. Explore the three types of counseling options: remedial, preventive and productive
  3. Justify the cost benefit of counseling
  4. Identify the opportunities to be a financial education resource

Money, Attitudes and Roles
May 13, 2020 // 2:00-3:30 p.m. CT

Speaker: Ken King

It seems consumers are stuck in debt related to student loans, mortgages, credit cards and medical expenses. In addition to carrying debt, consumers seem to be spending too much, saving too little, and not adequately planning their financials for the future. In this session, we’ll explore the myths and truths about money, how learned patterns affect decision-making and four money cycles to be aware of when counseling members.

  • Gain insight into members’ financial concerns
  • Recognize four problem attitudes of our society
  • Gain an understanding of why we act the way we do when it comes to money issues
  • Explore the different types of Counseling-Coaching-Wellness

From Budget Analysis to Spending Plan
May 20, 2020 // 2:00-3:30 p.m. CT
Speaker: Kathryn Greiner

Once a financial counselor understands a member’s current financial condition, it’s easier to help the member develop a systematic plan for spending, bill-paying and saving that reduces debt. Another positive outcome of financial counseling is to help a member understand how to use credit wisely in the future.

  • Become comfortable with the process of analyzing income, living expenses and debts to clarify the member's range of options for improvement
  • Learn how and why to fit savings into a tight budget, and understand how critical saving is to debt reduction and avoiding bankruptcy 
  • Empower members by teaching them how to develop a plan for spending, bill-paying and saving so they can manage money and make better financial decisions in the future
  • Help members accelerate debt reduction while improving their credit rating

Understanding and Improving Cash Flow
May 27, 2020 // 2:00-3:30 p.m. CT

Speaker: Ken King

One of the first steps in counseling a member is analyzing their financial condition, which includes, but is not limited to their: credit score, credit report, cash flow, debt ratio, net worth, character, credit and capacity. In this session, we’ll explore financial basics, specifically what the basics can tell you about a member’s fiscal history and how this information can be utilized to help the member increase their cash flow in the future.

  • Recognize basic financial terms
  • Understand member’s money cycles and behavior
  • Understand the importance of a budget in determining cash flow needs
  • Identify appropriate solutions to cash flow issues

Improving Credit and Correcting Errors on Credit Reports
June 3, 2020 // 2:00-3:30 p.m.

Speaker: Kathryn Greiner

In this session, we’ll discuss the importance of encouraging members to review their credit report on an annual basis, how disputes can be made and how a member’s actions can impact their credit scores.

  • Help members with an action plan to establish or improve credit
  • Learn how many FICO score points can be lost with common mistakes
  • Explore creditworthiness and the factors beyond credit score that lenders consider for loan approval
  • Obtain 10 steps for helping members correct errors on their credit reports

Helping Members to Understand Their Rights on Repossessions, Foreclosures and Bankruptcies
June 10, 2020 // 2:00-3:30 p.m. CT

Speaker: Ken King

When a member borrows money from a credit union, it is based on the expectation the member intends to pay it back. Unfortunately, this isn’t always the case. In this session, we’ll examine consumers’ motivations to pay their loans, creditor’s motivations to get paid, and both parties’ biggest fears. Recognizing motivations, objections and conditions, as well as the terms of the contract will help a financial counselor determine solutions that benefit the member and the credit union.

  • Understand WIN-WIN counseling
  • Gain a better understanding of creditor and client rights
  • Understand the options of bankruptcy, foreclosure and repossession

The Counseling Relationship and Process
June 17, 2020 // 2:00-3:30 p.m. CT

Speaker: Mark Lynch

When counseling members, you may discover people can perceive similar circumstances in different ways. Leveraging clear communication skills and specific counseling steps can help ensure members reach financial wellness.

  • How communication skills and counseling techniques are the foundation to building knowledge and skills for counselors
  • What it means to “enter the member’s world” and significantly impact the counseling relationship
  • How communication styles, hemispheric thinking and biases effect member perceptions
  • In what ways the counseling process is affected by body language, gender, generational and cultural differences
  • Why the six-step process supports successful counseling sessions
  • The process of creating action plans in a collaborative way

Change Management
June 24, 2020 // 2:00-3:30 p.m. CT

Speaker: Mark Lynch

Your members must navigate through change perceptions and behaviors in order to shift financial outcomes. This session will focus on the instrumental process of counseling members through change.

  • Change as a requirement: Why old habits won’t lead to different outcomes
  • Using the ADIE model in your counseling infrastructure
  • How shrinking the change increases the likelihood of success
  • The three components that ensure change implementation

FiCEP – Part 1 Exam Review
June 25, 2020 // 2:00-3:30 p.m. CT
Speaker: Mark Lynch

Prepare for the F1601 – FiCEP Part 1 Exam by attending this review session. Come prepared with questions. The exam is 100 multiple-choice questions.

Also Available

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

This eSchool is available to CUNA Training Bundle users at no additional cost.

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