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Financial Literacy Counseling Certification Program (FiCEP)

FiCEP testing

Become a Certified Credit Union Financial Counselor (CCUFC)

The Foundation's partnership with CU Difference and CUNA trains credit union staff as professional financial counselors through the Financial Counseling Certification Program (FiCEP). FiCEP is designed for credit union staff who work in financial counseling, collections, and loan departments, or any other staff members who are committed to helping members gain control of their financial future.

The Foundation has significantly subsidized the program to encourage all of Wisconsin's credit unions to get their staff certified as CCUFCs.

Register for the 2020 program

Program Details

FiCEP includes 11 training sessions (nine webinars and two in-person sessions). It is strongly preferred that you attend the webinars live to participate in discussion; however, they will also be available as a recording.

The in-person sessions provide hands-on training, networking, and the sharing of best practices. Special training and coaching will help you develop a detailed vision and plan for financial counseling at your credit union.

The in-person sessions also include a proctored exam which is required to receive the Certified Credit Union Financial Counselor (CCUFC) designation.

On average, students should expect to spend approximately 120 minutes studying each module and 60 minutes to complete each practice exam.

2020 Program Flyer.

Program Benefits

  • 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 as a Certified Credit Union Financial Counselor (CCUFC) satisfies members’ needs as they continually look for the value of their credit union
  • Differentiates the credit union with certified financial counselors
  • Helps members transform the way they deal with money through real-world counseling

Fees

The Foundation has significantly subsidized the program to encourage all of Wisconsin’s credit unions to get their staff certified as CCUFCs. Registration fees are per person and include nine webinars, books and exams and two in-person workshops:

  • Credit unions < $50M: $150
  • Credit unions $50M - $100M: $300
  • Credit unions $100M - $500M: $400
  • Credit unions > $500M: $525
  • Recertification: $90 [Note: if you need to recertify in 2020, we will be contacting you directly]

Register

Questions?

Contact Josh Roberts, The League VP of System Collaboration & Development.


2020 Program Schedule

Date Description Location
Friday, May 1 Deadline for registration
Wednesday, May 27
10–11 am
Introduction to FiCEP &
Logistics (Orientation)
Webinar
Tuesday, June 9
9–10 am OR 2–3 pm
 Module 1 Webinar
Tuesday, June 23
9–10 am OR 2–3 pm
Module 2 Webinar
Tuesday, July 7
9–10 am OR 2–3 pm
Module 3 Webinar
Tuesday, July 21
9–10 am OR 2–3 pm
Module 4 Webinar
Thursday, August 6
9 am–4 pm
In-Person Training &
Testing Part I
Madison
Tuesday, August 18
9–10 am OR 2–3 pm
 Module 5 Webinar
Tuesday, September 1
9–10 am OR 2–3 pm
 Module 6 Webinar 
Tuesday, September 15
9–10 am OR 2–3 pm
 Module 7 Webinar
Tuesday, September 29
9–10 am OR 2–3 pm
 Module 8 Webinar
Thursday, October 8
9 am–4 pm
 In-Person Training, Testing
Part II & Recertification
 Madison

Past FiCEP Classes

Over 160 statewide have completed the program and earned their CCUFC certification. 

2017 FiCEP Class

Class of 2017

FiCEP Class of 2018

Class of 2018

FiCEP Class of 2019

Class of 2019