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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 America’s Credit Unions 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 15-30 minutes studying each chapter, 60 minutes participating in each webinar, and additional time as needed to review the materials before the exam. Each webinar is recorded and is sent to the students shortly after it takes place.

2024 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 all webinars, electronic format book (PDF), practice quizzes, a proctored exam, and the in-person workshop:

  • 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 2024, we will be contacting you directly]

Once the registration deadline of April 12, 2024 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 12, 2024, however, The League must be notified to make these changes. 


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

2024 Program Schedule

Date Description Location
Friday, April 12 Deadline for registration
Thursday, June 6
2–3 pm
Orientation, Introduction to
Thursday, June 13
2–3 pm
Chapters 1-9 Webinar
Thursday, June 27
2–3 pm
Chapters 10-18 Webinar
Thursday, July 11
2–3 pm
Chapters 19-26 Webinar
Thursday, July 25
2–3 pm
Chapters 27-34 Webinar
Thursday, August 8
2–3 pm
Chapters 35-40 Webinar
Thursday, August 22 (Rescheduled to Aug. 21)
2–3 pm
Chapters 41-48 Webinar
Thursday, September 5
2–3 pm
Chapters 49-53 Webinar 
Thursday, September 19 
2–3 pm
Chapters 54-60 Webinar

Tuesday, October 1

Review, In-Person Testing, and Training 

Past FiCEP Classes

Over 250 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