FiCEP Financial Counseling

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

The FiCEP certification program includes:
• 5th Edition Financial Counseling Certification Program Book - featuring (8) modules presented in electronic or print form
• (8) Study guides and tutorial webinars to recap and highlight each module
• Resource materials: counseling conversation starters, budget worksheet, spending plans, counseling program decision guide, and tracking spreadsheet
• Online practice quizzes
• Exam Prep session to include instructor review
• Training session with role-playing, best practices & idea sharing
• Proctored final exam

Program Enrollment
To register for the program, click here!

At the time of registration, enrollees will have an option to select their program materials. Individuals who opt for an electronic version of the program book, will likely receive them faster than printed books. Printed books will be delivered to the mailing address provided at the time of registration.

Option 1 – PDF Book ($485)

Option 2 – Printed Book ($585)

Suggested Webinar/ Self-study Schedule

September 13, 2022 Module 1: Introduction to Financial Counseling
September 20, 2022 Module 2: Financial Counseling Essentials
September 27, 2022 Module 3: Special Issues in Financial Counseling
October 4, 2022 Module 4: Using Communication Skills During Financial Counseling
October 11, 2022 Module 5: Taxes, Insurance and Investments
October 18, 2022 Module 6: Controlling Expenses
October 25, 2022 Module 7: Money, Attitudes & Behaviors
November 1, 2022 Module 8: Retirement & Personal Financial Preparedness


Training and Testing Schedule
November 15, 2022
9 am – 10 am            EST Exam Prep with Instructors (Virtual)
                                  Online via Zoom
November 16, 2022
9 am – 3:30 pm          Financial Counselor Training (In-Person)
9891 Broken Land Pkwy
Columbia, MD 21046
November 29, 2022
10 am – 3 pm              Exam Day (In-Person)
9891 Broken Land Pkwy
Columbia, MD 21046

Testing Information
All students have the option of testing virtually or in-person. Students must provide notice of their intent to participate either virtually or in-person, in advance of the scheduled Exam date (See under Training and Testing Schedule).

Students will complete their exam virtually with a proctor. Exam grades are provided immediately after testing. Proctors must be able to clearly see student’s test area, with no obstruction. In this case we recommend a secondary device positioned to view the test area. Students must have access to a laptop computer or tablet with wireless internet connectivity capabilities.

Students will complete their exam in-person with a group of students at the Association’s training facility.

Educational Investment
$485 per person and includes all materials and meals for live training. Registration closes July 25, 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, but 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? Click the link below to register!

 If you have any questions, please contact our Education Department at