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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 2021 program before June 1. 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.

2021 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: $90 [Note: if you need to recertify in 2021, we will be contacting you directly]



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

2021 Program Schedule

Date Description Location
Tuesday, June 1 Deadline for registration
Wednesday, June 30
9–10 am
Introduction to FiCEP &
Logistics (Orientation)
Wednesday, July 14
9–10 am
Chapters 1-2 Webinar
Wednesday, July 28
9–10 am
Chapters 3-8 Webinar
Wednesday, August 11
9–10 am
Chapters 9-12 Webinar
Wednesday, August 25
9–10 am
Chapters 13-15 Webinar
Wednesday, September 8
9–10 am
Chapters 16-20 Webinar
Wednesday, September 22
9–10 am
Chapters 21-24 Webinar
Wednesday, October 6
9–10 am
Chapters 25-28 Webinar 
Wednesday, October 20
9–10 am
Chapters 29-33 Webinar

Week of November 3

In-Person Training, Testing

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