Financial Counseling

As of 2019, the Foundation will no longer be offering the Enhanced FiCEP Program. Moving forward, the Credit Union National Association (CUNA) will be providing other financial counseling options for your organization.

If you are interested in learning more, visit their website here or contact Brad Covey at

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 Questions... Danielle Brown, Engagement Director, at (608) 231-4353 or