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

Key Information

Registration

Opens January 2025

Start


June - October

Price


$695

Program Overview

The five-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 Opening Soon

A link to registration will be available soon.

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:

  • 1 printed textbook to be read at the student’s pace prior to webinar viewing.
  • 8 pre-recorded tutorial webinars to recap and highlight course material.
  • 8 study guides and practice quizzes with answer keys to accompany each webinar.
  • 1 pre-recorded exam prep webinar.
  • Recorded training which covers role play, mind mapping, program implementation, and idea sharing.
  • 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 2025 program take place?

June to October

  • January 6: Registration Opens
  • March 24: Registration Closes
  • May TBD: Carolinas CU Foundation, ‘Exploring Why’ Virtual Workshop optional
  • June 9: Program Kickoff
  • September 29: LIVE Exam Review
  • October 6-10: Exam Testing

FiCEP Recertification

If you earned your Certified Financial Counselor designation three or more years ago, keep your certification active through one of the two following America’s Credit Unions continuing education options.

  1. Register for the FiCEP Webinar Series: Update,  recorded option is available online. The FiCEP Update book PDF is included in the Webinar Series registration; OR
  2. Purchase and self-study the print or PDF FiCEP Update book; and THEN
  3. Log into your account at cuna.org, go to My CUNA, then to My Designations to self-report your recertification.

Click here for more details on recertification or contact League Professional Development with any questions.