News & Information

Congratulations, newly certified financial counselors

by Christine Henzig, Director of Communications Nov 06, 2018

Congratulations, Certified Credit Union Financial Counselors!

The Wisconsin CCUFC class of 2018 completed the program in October in Madison. Some of the graduates are not pictured.

A total of 42 participants from 24 Wisconsin credit unions have completed the Enhanced FiCEP Program to earn the credential of Certified Credit Union Financial Counselor (CCUFC). 

Their graduation brings our Foundation-facilitated, three-year total of certified financial counselors to more than 160 individuals statewide - all of whom are uniquely positioned to help members realize their financial dreams. 

The Wisconsin CCUFC class of 2018 included member service reps, executives, lenders, collections staff, financial educators and others. ‚Äč

How the program works

The Enhanced FiCEP Program is a blend of the basic FiCEP  program offered by the Credit Union National Association (CUNA) and additional guidance from the National Credit Union Foundation that helps learners implement a sustainable counseling program whose success can be measured.

Learners completed nine webinars, self-paced study and two in-person trainings with proctored testing. While the webinars and self-paced study prepared them to give professional financial counseling and education to members, the in-person training offered practical guidance on implementing a counseling effort in-house to have a broad impact on members and a make a bottom-line improvement for the organization.

Increasing capability to serve members

While credit unions in our state have provided their members free financial counseling for years - more than 678,000 hours last year alone that saved members millions of dollars - this effort further equips credit unions to help more of their members while strengthening credit unions' brand as Americans' best financial partner - a goal of our nationwide Unite for Good effort.

The cost of participation was cut in half (or more) thanks to generous support from the Wisconsin Credit Union Foundation, which supports financial literacy as part of its mission.

If you're interested in participating in a future program, contact Josh Roberts, League VP of System Collaboration & Development, at (608) 640-4065. 


Wisconsin credit unions come together as a single League to Unite for Good; we remove barriers, increase awareness and foster service excellence. All of these steps help more Americans to see credit unions as their best financial partner and regard their credit union as their primary financial institution. Read more articles in our Unite for Good series.