Enhanced FiCEP

REAL Solutions, CUNA & Leagues Have Partnered to Offer Financial Counseling Training to CUs

Enhanced FiCEP helps more CU Members Prepare for their Future

An enhanced version of the Credit Union Financial Counseling Certification Program (FiCEP) is available to credit union staff thanks to a collaboration between the National Credit Union Foundation’s REAL Solutions® effort, Credit Union National Association’s Center for Professional Development (CUNA CPD), and the Mississippi, Michigan, Illinois, Hawaii, Louisiana, New York and Texas credit union leagues.

FiCEP, a self-study program offered by CUNA CPD is a program where credit union employees learn how to counsel members to better prepare for their future and to assist when they are faced with financial difficulties. Until now students have had the option of attending a face-to-face school or through self-study. Through this enhanced version of the program, students not only get the self-study guides, but it includes 8 webinars (1 per module) which will review the printed materials and add real-life experiences, as well as two in-person meetings which will feature networking, education and proctored exams.

Credit unions interested in having staff trained to become financial counselors should contact Lois Kitsch at lkitsch@ncuf.coop.

More About FiCEP
FiCEP 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 gain control of their financial future.

FiCEP enhances credit union services by:

  • Proven financial counseling skills become a part of the 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 the credit union;
  • Differentiates the credit union with certified financial counselors; and
  • Helps members transform the way they deal with money through real-world counseling.

When staff successfully complete the proctored exams for both parts (eight total modules), they will be a Credit Union Certified Financial Counselor ready and able to assist credit union members reach their financial goals.