FiCEP Certification

The LSCU and the Southeastern Credit Union Foundation (SECUF) partner with CUNA to offer the unique financial counseling training program for credit union staff, the 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 have access to recorded webinars for each module to help them stay on track. Ttraining sessions are held virtually or in person in Alabama, Florida and Georgia, 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 online with a proctor in a virtual setting.

Individuals who successfully complete all eight modules and the exam earn their Certified Credit Union Financial Counselor (CCUFC) designation.

FiCEP
Registration

FiCEP Participant Portal

FiCEP
Flyer

 

Financial Counselor Reporting

Program 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
What's Included
Welcome letter email and video.
Modules 1-8 provided electronically (by PDF).
8 tutorial webinars (archived to recap and highlight each module).
A fill-in-the-blank study guide to accompany each webinar.
A Frequently Asked Questions (FAQ) document.
Tool kit which includes program implementation starter tips.
Invitation to private FiCEP facebook group for extra support.
Invitation to special review webinar and study session prior to exam.
Proctor for online exam.
Free registration to annual Financial Coach Collaboration online workshop.
Follow up email to include ways to use the FiCEP certification.

2021 FiCEP Dates

Spring Registration: Now-January 31, 2021

Spring Orientation: February 2021

Financial Coach Collaboration Virtual Event (first ever): February 10, 2021 (see below)

Spring Exam: Testing will be scheduled April & May 2021

Fall Registration: June-July 31, 2021

Fall Orientation: August 2021

Recertification Sessions: February & August

Collaboration

Certified Financial Counselors/Coaches, the Southeastern Credit Union Foundation is committed to keeping your skills sharp and would like to invite you to our first annual “Financial Coach Collaboration” virtual event! Plan on joining us to share best practices and ideas to navigate over speed bumps. We’ll also talk about current financial trends, discuss what may be on the horizon and share resources. You'll also get some tips on building relationships and practicing empathy. It’s a “do not want to miss” event, compliments of the Southeastern Credit Union Foundation.

When: Feb. 10, 2021 | 2:00 p.m. - 5:00 p.m. EST

YOU are invited to a scheduled RingCentral meeting.
Join from PC, Mac, Linux, iOS or Android: https://meetings.ringcentral.com/j/1492661886
For the best audio experience, please use computer audio.

Or iPhone one-tap :
    US: +1(646)3573664,,1492661886#

Or Telephone:
    Dial(for higher quality, dial a number based on your current location):
    US: +1(646)3573664
Meeting ID: 149 266 1886