Financial Counseling: Enhanced FiCEP

Helping More People Prepare for their Future

“Financial counseling is something all credit unions should be offering to their members.”

- Sue Smith
Graduate of Montana’s first enhanced FiCEP class

The Enhanced FiCEP program is a unique partnership between the Foundation, CUNA's Center for Professional Development (CUNA CPD), credit union leagues and credit unions to train staff who are then able to give professional financial counseling and education to help members better prepare for their future and to assist when they are faced with financial difficulties.

Since starting the program five years ago, we've already worked with 448 credit unions in 25 states and graduated 1,655 students. The Enhanced FiCEP program concluded the past year with 275 new credit union staff in 9 states from 95 credit unions becoming Certified Credit Union Financial Counselors (CCUFC), and is continuing to grow.

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.

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, they will be a certified Credit Union Certified Financial Counselor ready and able to assist credit union members reach their financial goals.

For More Information... Andy Johnson, Senior Program Manager, at (608) 231-4956 or