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