Enhanced FiCEP

Building a Stronger Financial Future

Here you will find an overview of the Foundation’s Enhanced Financial Counseling Certification Program.  Participation in this multi-faceted program shows you and your credit union’s commitment to helping members build a stronger financial future, and we look forward to helping you to succeed. 

Since 2017, the Foundation’s have presented an enhanced version of CUNA’s Certified Financial Counseling program (FiCEP). Three hundred Pennsylvania and New Jersey Credit Union Professionals have already earned their Credit Union Certified Financial Counselor (CCUFC) designation.

Our Enhanced FiCEP Curriculum Includes:

  • 5th Edition CUNA FiCEP Book
  • Eight modules presented in print format to be read at the student’s pace prior to webinar viewing 
  • Eight tutorial webinars to recap and highlight each module 
  • Eight fill-in-the-blank Study Guides with answer keys for each module 
  • A Frequently Asked Questions (FAQ) document 
  • Downloadable Student Success Plan (an organizational tool for students) 
  • Access to CUNA’s Online Practice Quizzes 
  • Dedicated Student Portal
  • Dedicated email FICEP@lcul.com for student questions to the instructor, plus the Foundation staff are always at your service 
  • Tool kits, including counseling action plan, sample dialogue, and Program Decision Guide
  • Take-away tool kits including budget spreadsheets, spending plans, tracking methods, and more 
  • One proctored online test of 100 questions 

Fall & Spring Registration Schedule

The Foundation holds two Enhanced FiCEP courses per year — one in the spring and one in the fall. 

Spring:  Registration is now closed. Please check back in June to register for the Fall FiCEP course.

Fall:  Registration begins in June and continues through August.  The course runs from September through December. The fall 2023 session begins on September 18, 2023. 

Webinar and Training Schedule 

Module 1 (Chapters 1-4) | September 18

Module 2 (Chapters 5-9) | September 25

Module 3 (Chapters 10-14) | October 2

Module 4 (Chapters 15-20) | October 9

Module 5 (Chapters 21-25) | October 16

Module 6 (Chapters 26-28) | October 23

Module 7 (Chapters 29-30) | October 30

Module 8 (Chapters 31-33)| November 6

Virtual Exam Prep Review | Tuesday, November 14, at 10:30 a.m. (EST)

Virtual Proctored Exam | Thursday, November 16, at 9:00 a.m. (EST)

Make-up Exam | Thursday, December 7, at 9:00 a.m.

2nd Make-up Exam | Thursday, December 14, at 9:00 a.m. (EST)

*All exams must be completed by December 31, 2023


Testing Information

All testing is done online so that students receive their grades instantly and privately.

Educational Investment 

  • $850 per person

Who should become a Certified Financial Counselor?

Anyone wanting to earn their CCUFC designation has the opportunity to do so, but we especially recommend this program for Lending Staff, Collections Staff, Branch Managers, Trainers, and Educators. 

Please know that we are here to help you succeed, so email Sue Ward-Diorio with any questions, or call 800-932-0661, ext 2244

Thank you to our sponsor

Thank you to Vizo Financial Corporate Credit Union for their help in encouraging credit union employees to participate in this program.

Learn about Vizo.