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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 >>  Registration is limited to 100.

Program Details

FiCEP includes 10 training sessions (nine webinars and one in-person session). 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 session provides 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 session also includes a proctored exam which is required to receive the Certified Credit Union Financial Counselor (CCUFC) designation.

On average, students should expect to spend approximately 30 minutes studying each chapter, 60 minutes participating in each webinar, and additional time as needed to review the materials before the exam.

2023 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


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: $100 [Note: if you need to recertify in 2023, we will be contacting you directly]

Once the registration deadline of April 21, 2023 has passed, refunds for the program cannot be issued. Refunds cannot be issued for students that leave the credit union during the FiCEP period. Substitutions can be made with another student from your credit union before April 21, 2023, however The League must be notified to make these changes.



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

2023 Program Schedule

Date Description Location
Friday, April 21 Deadline for registration
Thursday, May 25
2–3 pm
Orientation, Introduction to
FiCEP & Logistics
Thursday, June 1
2–3 pm
Chapters 1-2 Webinar
Thursday, June 15
2–3 pm
Chapters 3-8 Webinar
Thursday, June 29
2–3 pm
Chapters 9-12 Webinar
Thursday, July 13
2–3 pm
Chapters 13-15 Webinar
Thursday, July 27
2–3 pm
Chapters 16-20 Webinar
Thursday, August 10
2–3 pm
Chapters 21-24 Webinar
Thursday, August 24
2–3 pm
Chapters 25-28 Webinar 
Thursday, September 7
2–3 pm
Chapters 29-33 Webinar

Tuesday, September 26

Review, In-Person Testing, and Training 

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