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45 credit union professionals: certifying in financial counseling

Jun 15, 2018
By Christine Henzig, Director of Communications

Enhanced FiCEPA total of 45 participants from 24 Wisconsin credit unions are taking advantage of the Wisconsin Credit Union Foundation-supported Enhanced FiCEP Program to become Certified Credit Union Financial Counselors (CCUFCs).

How participants will learn 

The 2018 program began in May. The program consists of:

  • 9 webinars
  • Self-paced study
  • Two in-person trainings with a proctored test

The webinars help students stay on track with their studies and better prepare them to give professional financial counseling and education to members. 

The face-to-face trainings help credit unions consider how to develop a financial counseling and education program within their organization, and how they will measure subsequent successes for their credit union and their members.

Learners complete the program in October. 

Benefits beyond counseling certification

Instead of simply equipping individuals with financial counseling skills - using CUNA's FiCEP program - the "enhanced" program, which involves in-person training and guidance from the National Credit Union Foundation - helps participating credit unions:

  • Establish a long-term vision for counseling and education
  • Set goals
  • Prepare an action plan
  • Track and measure activities and impact
  • Report the successful outcomes
  • Review, improve and grow a program
  • Learn from what some credit unions are doing
  • Discover innovative products and programs that aid their effort

Participants' cost, ranging from $200-$525 per person depending on the credit union's asset size, is nominal thanks to generous support from the Wisconsin Credit Union Foundation.

"This program provides counseling skills as well as the know-how to operate a sustainable financial counseling program that involves members across multiple touch-points," said Josh Roberts, who is coordinating the program for the Wisconsin Credit Union Foundation.

"This program goes beyond skill building to include practical implementation in-house for a long-term impact. It's an investment in individuals' counseling skills and also in the financial health of the credit union, which improves in line with the financial health of members," he added.

Andy Johnson of the National Credit Union Foundation facilitates FiCEP testing in Madison

Andy Johnson (above) of the National Credit Union Foundation -  is facilitating the in-person trainings as part of the program and will continue as an ongoing resource for participants. Here he is pictured with the 2017 participants.

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.