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Credit Union Financial Counseling Certification Program (FiCEP)
FiCEP, CUNA’s Financial Counseling Certification Program, enables all credit union staff to become more confident in helping members build a stronger financial future.
How does FiCEP enhance your services?
- Proven financial counseling skills become a part of your 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 your credit union
- Differentiates your credit union with certified financial counselors on your team
- Helps members transform the way they deal with money through real-world counseling
"The timing of this product was perfect - we have an in-house credit counselor and work with a financial counseling service. When our in-house counselor went out on Family Medical Leave, we thought about depending solely on our service provider, but realized having the face-to-face counseling is what helped us stand out from the crowd. I started looking for credit counseling certification, but knew I wouldn't be able to get out of the office. I saw FICEP and it was perfect for me. Our community development representative is also studying and taking the tests, so we have multiple people who can do face-to-face counseling as needed. I haven't completed the modules yet, but that is the beauty of self-study - I can do it on my own time and take the test when I am ready."
Tricia Daley
Assistant Manager - Community Development
Bethpage FCU
FiCEP Self-Study Options
Earn your Credit Union Financial Counseling Certification right at your credit union!
Modeled after the CUNA Certified Financial Counselor Schools, FiCEP includes two parts of four learning modules each. When you successfully complete the proctored exams for both parts (eight total modules), you will be a Credit Union Certified Financial Counselor ready and able to assist your members reach their financial goals.
Learn at your own pace with these print-based modules:
FiCEP Part I, Modules 1-4
Financial Counseling Essentials (Module 2)
Special Issues in Financial Counseling (Module 3)
Using Communication Skills During Financial Counseling (Module 4)
FiCEP Part II, Modules 1-4
Controlling Living Expenses and Understanding Consumer Credit (Module 2)
Matching Values to Money (Module 3)
Retirement and Special Issues (Module 4)
FiCEP Pricing
Individual Modules: $70 each
Part 1 (includes Modules 1-4): $260
Part 2 (includes Modules 1-4): $260
Order by clicking the links above or calling 800-356-8010, press 3.
Not sure how to get your financial counseling certification?
You can mix and match attending the CUNA Certified
Financial Counselor Schools with FiCEP. Consider taking Part I or II live at the school and then taking
the other part at your credit union with FiCEP. It’s your choice to ensure you'll learn in the best environment
for you!
FiCEP Testing Procedures
FiCEP is a self-study program allowing students to pick a time and date for testing that best fits their
busy schedule. Learn more about the proctored testing process.
FiCEP Recertification
The Certified Credit Union Financial Counselor (CCUFC) designation requires recertification every three
years to ensure that your knowledge about financial counseling is current.
Learn more about recertification
options.
Frequently Asked Questions
Not finding all of the answers to your questions? View our Frequently
Asked Questions for more information.
100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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