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.

Registration is currently closed. Registration will resume December 6 in advance of Spring FiCEP, 2022. 

Our Enhanced FiCEP Curriculum Includes:

  • 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 with additional resources, including a 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 
  • A copy of the CCUFC Toolkit

Fall & Spring Registration Schedule

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

Spring:  Registration begins in December and continues through January.  The course runs from early March through mid-May. 

Fall:  Registration begins in May and continues through July.  The course runs from September through December. 

Webinar and Training Schedule 

Module 1 (Chapters 1-4) March 1

Module 2 (Chapters 5-9) March 8

Module 3 (Chapters 10-14) March 15

Module 4 (Chapters 15-20) March 22

*Break Week of March 29

Module 5 (Chapters 21-25) April 5

Module 6 (Chapters 26-28) April 12

Module 7 (Chapters 29-30) April 19

Module 8 (Chapters 31-33) April 26

Virtual Exam Prep Review Tuesday, May 10, at 9:00 a.m. (EST)

Virtual Proctored Exam Thursday, May 12, at 9:00 a.m. (EST)

Testing Information

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

Educational Investment 

  • New Book Edition #5 option – $950 per person
  • Share with one Co-Worker – $825 per person 

Registration closes on January 21, 2022, to ensure timely arrival of books.  

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 Tina Lesko with any questions, or call 800-932-0661, ext 2201.