FiCEP Financial Counselor & Training Certification

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

Participants 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 are 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 are provided to help participants develop a detailed vision and plan for financial counseling at their credit union. Individuals who successfully complete the program and exams 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.

Credit unions interested in having staff trained to become financial counselors should contact Juli Lewis at 866.231.0545, x1108.

register now

 

 

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 (eight modules), and two in-person workshops. LSCU will order all materials and distribute to participants.

FiCEP 2018 Dates

Download a copy of the FiCEP 2018 calendar by clicking here.

2018 Enhanced FiCEP Mid Year Program    
Full Schedule of Webinar Links
Orientation Webinars
LSCU (FL & AL Credit Unions) May 22 @ 11am CT Link to be added.
Module Webinars (Part 1)
Module 1 Webinar May 29 @ 10am CT

May 31 @ 2pm CT

https://attendee.gotowebinar.com/register/4720009193250995970>

https://attendee.gotowebinar.com/register/5810015543004886274

Module 2 Webinar June 12 @ 10am CT

June 14 @ 2pm CT

https://attendee.gotowebinar.com/register/4355377052620073730

https://attendee.gotowebinar.com/register/8860602857688062466

Module 3 Webinar June 26 @ 10am CT

June 28 @ 2pm CT

https://attendee.gotowebinar.com/register/8067375586991872514

https://attendee.gotowebinar.com/register/3441690586519656706

Module 4 Webinar July 10 @ 10am CT

July 12 @ 2pm CT

https://attendee.gotowebinar.com/register/5788733395937771010

https://attendee.gotowebinar.com/register/434830849273229826

In Person Training Part 1
LSCU (FL)

LSCU (AL)

August 20, 2018

August 21, 2018

Specific location TBD

Specific location TBD

Module Webinars (Part II)
Module 5 Webinar August 28 @ 10am CT

August 30 @ 2pm CT

https://attendee.gotowebinar.com/register/7726672117916274178

https://attendee.gotowebinar.com/register/7402655936815361026

Module 6 Webinar September 11 @ 10am CT

September 13 @ 2pm CT

https://attendee.gotowebinar.com/register/8908868119612698626

https://attendee.gotowebinar.com/register/8934347102563164162

Module 7 Webinar September 18 @ 10am CT

September 20 @ 2pm CT

https://attendee.gotowebinar.com/register/2490684496749368066

https://attendee.gotowebinar.com/register/1560204090046266114

Module 8 Webinar September 25 @ 10am CT

September 27 @ 2pm CT

https://attendee.gotowebinar.com/register/7710370758522957058

https://attendee.gotowebinar.com/register/921397729913084418

In Person Training Part 2 (October 1-November 9)
LSCU (FL)

LSCU (AL)

October 16, 2018

October 18, 2018

Specific location TBD

Specific location TBD