Leagues open registration for CUNA's fin. counselor training

May 8, 2015

MADISON, Wis. (5/7/15)--Several state leagues have partnered with the National Credit Union Foundation and CUNA to offer an enhanced version of CUNA’s Financial Counseling and Education (FiCEP) Program.

FiCEP helps credit union employees become more confident in helping members build a stronger financial future. Specifically designed for credit union employees who work in financial counseling, collection, lending or any area committed to helping members gain control of their financial futures, FiCEP includes two parts of four learning modules each. When participants pass the proctored exams for both parts, they become Certified Credit Union Financial Counselors (CCUFCs)--ready to assist credit union members.

Enhanced FiCEP is a partnership among the foundation's REAL Solutions program, CUNA, credit union leagues and credit unions. The REAL Solutions program has been enhanced to include one webinar per module (eight total) and two in-person sessions that focus on how to develop a counseling and education program and measure success, for both the credit union and its members.

The added webinars and in-person sessions, offered through Enhanced FiCEP, create accountability for the program ensuring that staff members complete all the necessary coursework and are prepared for their tests. This method of completing CUNA's FiCEP program has resulted in more than 1,300 students becoming certified financial counselors.

Credit unions interested in Real Solutions Enhanced FiCEP, may reach out to league contacts in their respective states:

Alabama/Florida: Laura Vann, vice president, cooperative initiatives, League of Southeastern Credit Unions;

Indiana: Joe Guilfoy, executive director, Indiana Credit Union Foundation;

Montana: Karen Smith, executive director, Montana Credit Union Network;

Michigan: Beth Troost, financial education manager, Michigan Credit Union League;

New Jersey: Marissa Anema, marketing and communications coordinator, New Jersey Credit Union League; and

New York: Allison Barna, vice president, member services, New York Credit Union Association.

Credit unions interested in the self-study and/or eSchool versions of FiCEP can contact Courtney Cantwell, CUNA instructional design manager.