Through a unique partnership between the Carolinas Credit Union League, the Carolinas Credit Union Foundation, Luminate Louisiana Credit Unions, and America's Credit Unions, credit unions in the Carolinas can train staff to become Certified Credit Union Financial Counselors.

Key Information

Registration

Open Thru Mar 31

Start


May - October

Price


$695

Program Overview

The six-month program includes a component that guides credit unions on the best skills counselors can use to help members better manage their finances, in turn growing the credit union and enhancing the bottom line.

Registration Now Open

Start on the path to becoming a Certified Credit Union Financial Counselor!

Learn More

What is FiCEP?

FiCEP, America’s Credit Unions’ Financial Counseling Certification self-study program, enables all credit union staff to become more confident in helping members build a stronger financial future. FiCEP is 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.

Modeled after America’s Credit Unions’ Certified Financial Counselor Schools, each participant who successfully completes the proctored exam is granted the Certified Credit Union Financial Counselor (CCUFC) designation and is ready to help members reach their financial goals.

The Enhanced FiCEP curriculum includes:

  • A textbook to be read at the student’s pace prior to webinar viewing.
  • Self-paced, pre-recorded modules with a recommended study schedule (New! Spanish translation available)
  • Two guided study sessions ahead of the final exam
  • 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.

How much does the program cost?

Program cost $695

A cost savings of $350 thanks to our partnership with the Carolinas Credit Union Foundation! Price includes webinars, self-study materials, and a proctored exam. Additionally, the Hamilton Fund is offering grants to small CUs under $100M in assets to cover the full registration cost (limited to one registration per credit union). Please apply for a Hamilton Grant and you will be notified within a week of your approval. You will be provided a discount code to then register at no cost.

When will the 2026 program take place?

May to October

  • May 20: Program Kickoff
  • July 23: Live Group Study Session
  • September 24: LIVE Guided Study Session & Exam Prep
  • October 5-9: Exam Testing

FiCEP Recertification

If you earned your Certified Financial Counselor designation three or more years ago, keep your certification active by following these steps:

  1. Credit unions can purchase the latest edition of the FiCEP Recertification book for each of their staff through the Carolinas Credit Union League.
  2. Review the book and complete online recertification through America’s Credit Unions, which includes a quick 10-question knowledge check via the association’s online member portal at americascreditunions.org.

For assistance or to begin your recertification process, contact Allie Yearby with CCUL Professional Development.