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

Webinar and Training Schedule

September 8, 2020 Module 1: Introduction to Financial Counseling
September 15, 2020 Module 2: Financial Counseling Essentials
September 29, 2020 Module 3: Special Issues in Financial Counseling

October 6, 2020

Module 4: Using Communication Skills During Financial Counseling

[Mid-Term Exam] Virtual Training/Testing Session | Part 1 (Modules 1-4): October 13, 2020 

October 27, 2020 Module 5: Taxes, Insurance, and Investments
November 3, 2020 Module 6: Controlling Expenses
November 17, 2020 Module 7: Money, Attitudes & Behaviors
November 24, 2020 Module 8: Retirement & Personal Financial Preparedness

[Final Exam] Virtual Training/Testing Session
Part 2  (Modules 5-8): December 1, 2020

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 27, 2020 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.