FiCEP enables all credit union staff to become more confident in helping members build a stronger financial future. FiCEP 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.
How does FiCEP enhance your services?
- Proven financial counseling skills become a part of your credit union’s culture.
- Written for all staff levels so anyone can offer financial counseling during every member interaction.
- Certification satisfies members’ needs as they continually look for the value of your credit union.
- Differentiates your credit union with certified financial counselors on your team.
- Helps members transform the way they deal with money through real-world counseling.
Modeled after the CUNA Certified Financial Counselor Schools, FiCEP includes two parts of four learning modules each.When you successfully complete the proctored exams for both parts (eight total modules), you will be a Credit Union Certified Financial Counselor ready and able to assist your members to reach their financial goals.
The Foundation Board has approved a grant to cover all costs other than the books and tests (webinars, meetings, R.E.A.L. Solutions staff time, etc.) to help keep the costs as low as possible. CUNA has agreed to discount the cost of the books based on the number of participants. The more people who register, the lower the price will be per person. CUNA has rewritten the books and the associated test, so participants will need to purchase new books. The books used last year will not be the correct version for this year. Spaces in the course are limited and available on a first-come, first-served basis, so register early.
If two people from one credit union want to share the books, one person would pay the Option A price and the other person would pay the Option B price which represents the cost of the tests. To help give you an idea of the cost, per student pricing will be as follows:
# Participants
|
Option A (w/ books)
|
Option B (no books)
|
Up to 20
|
$442
|
$240
|
21-35
|
$412
|
$240
|
35+
|
$392
|
$240 |
All of the webinars will be recorded and available in an archive, so if you are not available to attend the live session, you can still get the information at a time that works for your schedule. There is no additional cost for proctoring of exams if you need to take them at your credit union rather than as part of the group meetings.
A rough schedule of the webinars and meetings follows this writeup. Exact dates will be determined and published at a later date. To register anyone from your credit union for this opportunity, just email their names to Joe Guilfoy at joeg@icul.org. To facilitate shipping of the books in time for the first webinar, registrations must be received no later than April 30, 2014. Contact me with any questions. I can be reached at (800) 285-5300, ext. 5313, (317) 594-5313 or
joeg@icul.org.
Wednesday April 30 |
Deadline for registration |
|
Week of May 27 |
Introduction to FiCEP& Logistics
(general info on program) |
Webinar |
Week of June 2 |
Introduction to Financial Counseling
(Module 1) |
Webinar |
Week of June 17 |
Financial Counseling Essentials
(Module 2) |
Webinar |
Week of June 30 |
Special Issues in Financial Counseling
(Module 3) |
Webinar |
Week of July 14 |
Using Communication Skills During Financial Counseling
(Module 4) |
Webinar |
Between July 15 & August 21 |
In-Person Meeting #1
with proctored testing on modules 1-4 |
Training |
Week of August 25 |
Taxes, Insurance, & Investments
(Module 5) |
Webinar |
Week of September 8 |
Controlling Living Expenses & Understanding Consumer Credit
(Module 6) |
Webinar |
Week of September 22 |
Matching Values to Money
(Module 7) |
Webinar |
Week of October 6 |
Retirement and Special Issues
(Module 8) |
Webinar |
Between October 9 and November 7 |
In-Person Meeting #2
with proctored testing on modules 5-8 |
Training |