FiCEP Financial Counseling

In partnership with The Credit Union Foundation of MD|DC, the MD|DC Credit Union Association is excited to present an enhanced version of CUNA's Certified Financial Counseling program (FiCEP) with webinar tutorials and trainings. Those who successfully complete the program and exams will earn their Credit Union Certified Financial Counselor (CCUFC) Designation.

 The FiCEP curriculum includes:
8 modules presented in print format to be read at the student's pace prior to webinar viewing
• 8 tutorial webinars to recap and highlight each module
• FAQ Sheet for each module plus a Q&A email helpline for additional assistance
• 2 testing session to include instructor review, role playing & best practices & idea sharing
• Links to take-away tool kits for tracking methods and program implementation starter tips
• Online practice quizzes
• 2 league staff proctored online tests of 100 questions each – one mid-term and one at final

Self-study Webinar Schedule

September 14, 2021 Module 1: Introduction to Financial Counseling
September 21, 2021 Module 2: Financial Counseling Essentials
September 28, 2021 Module 3: Special Issues in Financial Counseling
October 5, 2021 Module 4: Using Communication Skills During Financial Counseling
October 12, 2021 Module 5: Taxes, Insurance and Investments
October 19, 2021 Module 6: Controlling Expenses
October 26, 2021 Module 7: Money, Attitudes & Behaviors
November 2, 2021 Module 8: Retirement & Personal Financial Preparedness

Exam Prep and Testing
November 17, 2021 - 9 am - 4 pm at MD|DC Credit Union Association

*If virtual
November 17 (Exam Prep) 9 am - 12 pm via Zoom
November 18 (Testing) 9 am - 12 pm via Zoom

*Should we need to shift to a virtual format, all students will be notifie by the Education team. To ensure you receive all event-related confirmations and updates, be sure to add "" and "" to your safe sender's list.

Testing Information
All testing is done online so that students receive their grades instantly and privately. Students must have access to a laptop computer or tablet with wireless internet connectivity capabilities.

Educational Investment
$485 per person (pdf materials)
$585 per person (print materials)

Registration closes July 26, 2021 at 5pm to ensure timely arrival of books

Who should become a Certified Financial Counselor?
Anyone desiring to become one should have the opportunity to do so, buy we especially recommend this program for Lending Staff, Collections Staff, Branch Manages, Trainers and Educators.

Are you ready to join the ranks of Certified Financial Counselors currently serving the Region's Credit Union Members? Your peers found the course to be rewarding on so many levels.