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6th Edition Financial Counseling Certification Program PDF

Help members solve financial problems, manage expenses, plan for the future and improve your credit union’s bottom line. This PDF enables you to complete CUNA’s Financial Counseling Certification Program (FiCEP), providing you with the skills and knowledge required to guide your members to financial security.

After purchasing this PDF and passing the exam, you’ll enhance your services by becoming a Certified Credit Union Financial Counselor, which enables you to:

  • Help those experiencing financial difficulties
  • Demonstrate the credit union difference
  • Attract new members
  • Grow product and service revenue
  • Reduce delinquencies and charge-offs

Who should get certified?

FiCEP is beneficial for credit union staff who work in financial counseling, collections, lending, and any other staff members who are committed to helping members gain control of their financial future.

Earn your designation

To earn the Certified Credit Union Financial Counselor (CCUFC) designation, you must pass the exam. The CCUFC designation requires recertification every three years to ensure your knowledge about financial counseling is current. Select an exam proctor, schedule an exam date, and complete the proctored exam request form at least 4 weeks prior to the desired exam date. 

CUNA’s Financial Counseling Certification Program (FiCEP), may be completed through the self-study option (read the book, available in print or PDF) or the eSchool option (the FiCEP book is included in PDF). Choose the training that best suits your learning style and budget. Learn more at

The purchase of this PDF includes one complimentary exam.

Released January 2024

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Product Code: 30763P