FiCEP Financial Counselor & Training Certification

The League of Southeastern Credit Unions (LSCU) and the Southeastern Credit Union Foundation (SECUF) partner with CUNA to offer the unique financial counseling training program for credit union staff and 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.

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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 $600 per person. Credit unions under $50 million can use their $500 initiatives account.

What's Included

  • Welcome letter email.
  •  A brief welcome video.
  • Materials (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 include program implementation starter tips.
  • Invitation to private FiCEP facebook group for extra support.
  • Invitation to special review webinar and study session prior to each exam.
  • Proctor for face to face exam.
  • Instruction after exam which includes counselor role playing, best practices and idea sharing (one location to be in Fl and one in AL for each exam).
  • Follow up email to include ways to use the FiCEP certification.

FiCEP 2019 Dates

2019 Enhanced FiCEP Program  
December 2018 Early bird registration for 2018 budgets
January - February Promotion of FiCEP to credit unions
March - May 15 Open registration
May 30 Welcome/Orientation Webinar
June Modules 1 & 2
July Modules 3 & 4
August Group testing/Face to Face AL & FL
September Modules 5 & 6
October Modules 7 & 8
November Final Testing/Face to Face AL & FL