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.
The Foundation holds two Enhanced FiCEP courses per year — one in the spring and one in the fall.
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.
Registration
Spring registration is closed!
The spring 2025 session begins on March 31, 2025.
New this year — Post-Exam Webinar: “Next Steps Training” — August 7
Sponsored by Vizo Financial
After gaining your CCUFC designation, join us for a virtual three-hour session to take you from studying for your designation to discover the Next Steps for the financial wellness journey. From resources for one-on-one member sessions to exploring strategic thinking for the future success of your credit union’s progress – this Next Steps training is one you’ll not want to miss.
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
Our Enhanced FiCEP Curriculum Includes:
- 6th 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
- Access to CUNA’s Online Practice Quizzes
- Dedicated Student Portal
- Dedicated email FiCEP@luminate.coop for student questions to the instructor, plus the Foundation staff are always at your service
- Resources to students include budget spreadsheets, spending plans, tracking methods, sample dialogue, program decision guide, and more
- One proctored online test of 100 questions
Webinar and Training Schedule
Module 1: Chapters 1-9 | March 31
Module 2: Chapters 10-18 | April 7
Module 3: Chapters 19-25 | April 14
Module 4: Chapters 26-34 | April 21
Module 5: Chapters 35-43 | April 28
Module 6: Chapters 44-48 | May 5
Module 7: Chapters 49-54 | May 12
Module 8: Chapters 55-60 | May 19
Virtual Exam Prep Review | Monday, June 2, at 10 a.m. (EST)
Virtual Proctored Exam | Thursday, June 5, at 9 a.m. (EST)
Make-Up Exam | Thursday, June 26, at 9 a.m. (EST)
Next Step Webinar (half day) | Thursday, August 7 (Optional)
*All exams must be completed by December 31, 2025
Testing Information
All testing is done online so that students receive their grades instantly and privately.
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.