Financial Counseling Certification Program (FiCEP)
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 Export to Your Calendar 6/23/2020 to 10/20/2020
When: June 23, 2020 - October 20, 2020
Where: United States
Contact: Barbara Lehew
803-732-8419


Online registration is closed.
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Predominantly hosted online, FiCEP does include two in-person training/testing days. However, keeping the health, safety and welfare of students top-of-mind during this time, CUNA has approved a virtual testing option that FiCEP students can select. Learn more about CUNA’s remote proctored exam procedure at cuna.org/examprocedure. Questions about this option may be directed to CCUL’s Barbara Lehew. [May 7, 2020]

2020 ENHANCED FINANCIAL COUNSELING

CERTIFICATION PROGRAM (FiCEP)


2020 FiCEP flyer image
View the 2020 FiCEP schedule

The Carolinas Credit Union League is offering credit union staff in the Carolinas an opportunity to become Certified Credit Union Financial Counselors through the Enhanced Financial Counseling Certification Program (FiCEP).

FiCEP enables all credit union staff to become more confident in helping members build a stronger
financial future. The self-study program is designed for credit union staff who work in the financial
counseling, collections, and loan departments, or any other staff members who are committed to
helping members gain control of their financial future.

Modeled after the CUNA Certified Financial Counselor Schools, FiCEP includes two parts of four
learning modules each. Each participant who successfully completes the proctored exams is
granted the Certified Credit Union Financial Counselor (CCUFC) designation and is ready and
able to assist your members reach their financial goals.

Important Dates:

  • Registration Deadline:May 25, 2020
  • Welcome Webinar: June 23, 2020**
  • FiCEP will be as held as a completely Virtual event in 2020 

Cost: $995 per person (includes webinars, self-study materials, onsite training, and exams).

Cancellation: Cancellations prior to the ordering of class material can be refunded minus a $100 processing fee per registrant.  No refunds will be made after the material has been ordered, substitutions are welcomed and encouraged.


2020 Program Schedule 


DATE DESCRIPTION LOCATION

June 23

Introduction to Financial Counseling Webinar

June 30

Financial Counseling Essentials Webinar

July 14

Special Issues in Financial Counseling Webinar

July 28

Using Communication Skills During Financial Counseling Webinar
August 11 Exam Part 1: Virtual Testing

August 25

Taxes, Insurance, and Investments
Webinar

September 8

Controlling Expenses Webinar

September 22

Money, Attitudes & Behaviors Webinar

October 6

Retirement & Personal Financial Preparedness Webinar

October 20

Exam Part 2: Virtual Testing
Schedule is subject to change.

 

Contact Us

NORTH CAROLINA

323 West Jones Street
Suite 200
Raleigh, NC 27603

800-822-8859 Phone
919-573-0474 Fax

SOUTH CAROLINA

508 Hampton Street
Suite 300
Columbia, SC 29201

800-822-8859 Phone
803-732-4268 Fax

More about our locations