FiCEP Financial Counseling

MD|DC CUA is excited to present an enhanced version of CUNA's Certified Financial Counseling program (FiCEP) with webinar tutorials and live 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 live In-Person trainings 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 10, 2019 Module 1: Introduction to Financial Counseling
September 17, 2019 Module 2: Financial Counseling Essentials
October 1, 2019 Module 3: Special Issues in Financial Counseling

October 8, 2019

Module 4: Using Communication Skills During Financial Counseling

Part 1 Live Training/Testing Session: October 15, 2019 from 9:00 am - 4:00 pm MD|DC CUA

October 29, 2019 Module 5: Taxes, Insurance, and Investments
November 5, 2019 Module 6: Controlling Expenses
November 19, 2019 Module 7: Money, Attitudes & Behaviors
November 26, 2019 Module 8: Retirement & Personal Financial Preparedness

Part 2 Live Training/Testing Session: December 3, 2019 from 9:00 am - 4:00 pm MD|DC CUA

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 and includes all materials and meals for live training. Registration closes July 29, 2019 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.

Register Now