LSCU COOP / Cooperative Initiatives / FiCEP Financial Counselor and Training Certification


The League of Southeastern Credit Unions (LSCU) and the Southeastern Credit Union Foundation (SECUF) are pleased to partner with the National Credit Union Foundation’s (NCUF) REAL Solutions program and CUNA to offer this unique financial counseling training program for credit union staff, which combines the affordability and convenience of a self-study program with the group hands-on learning and networking of an off-site CUNA School.

Register Here:

Click for program PDF, which includes webinar dates

Participants will join together for bi-weekly group webinars to help them stay on track and provide an opportunity to ask questions as they study each module. In-person group training sessions will be held in Alabama and Florida for Part I & Part II providing hands-on training with experienced counselors, as well as the opportunity to network, share best practices, and prepare for exams. Participants will be able to test as a group or individually.

Special training and coaching will be provided to help you develop a detailed vision and plan for financial counseling at your credit union. Individuals who successfully complete the program and exams will earn their Credit Union Certified Financial Counselor (CUCFC) designation. FiCEP enables all credit union staff to become more confident in helping members build a stronger financial future. FiCEP is designed for credit union staff members who work in the financial counseling, collections, and loan departments, or any others who are committed to helping members gain control of their financial futures. Modeled after the CUNA Certified Financial Counselor Schools, FiCEP includes two parts of four learning modules each. When participants successfully complete the proctored exams for both parts (eight total modules), they become a CUCFC ready and able to assist credit union members in reaching their financial goals.

Program Participation Benefits:
• Proven financial counseling skills that become part of the credit union’s culture
• Written for all staff so anyone can offer financial counseling during every member interaction
• Certification that satisfies members’ needs as they continually look for the value of a credit union
• Differentiates a credit union by having certified financial counselors on its team
• Helps members transform the way they deal with money through real-world counseling

Educational Investment:
Your credit union’s educational investment is $650 per person. Credit unions under $50 million can use their $500 initiatives account.

What’s Included:
Nine webinars, books and exams (8 modules), and two in-person workshops. LSCU will order all materials and distribute to participants.

Participate/Learn More: Registration opens in April for 2015 FiCEP program! Credit unions interested in having staff trained to become financial counselors should contact Laura Vann at 866.231.0545, x2181.