Enhanced Financial Counseling Certificate Program (FiCEP)

The Kentucky Credit Union League is excited to announce the Enhanced Financial Counseling Certification self-study program!

The Enhanced Financial Counseling Certification Program (FiCEP) enables all credit union staff to become more confident in helping members build a stronger financial future. The program 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.

Program Participation Benefits

  • Proven financial counseling skills that become part of the credit union's culture. 

  • Written for all staff so anyone can offer financial counseling during every member interaction.

  • Certification that satisfies members' needs as they rely upon the value of their credit unions.

  • Differentiates a credit union by having certified financial counselors on its team.

  • Helps members transform the way they deal with money through real-world counseling.

What's Included

In addition to self-study education materials, this program includes:

  • Welcome video by the instructor

  • Eight (8) modules presented in print format for each student to read at their own pace

  • Tutorial webinars following each module

  • Printable fill-in-the-blank study guide with answer key for each module

  • Take-away tool kits including budget spreadsheets, spending plans, tracking methods, and more

  • One in-person training session to help participants learn how to use their new skills at work

For additional information or assistance, please contact Janet Garrett at [email protected].

Study & Testing Schedule

This course is semi-self-paced. We provide the suggested schedule below to keep you on track to complete your final exam and participate in the training day with the entire class of graduates. Some weeks your reading and viewing will be shorter than others but the average is 30 pages a week with webinar length averaging 45 minutes.

Week of October 3, 2022 Complete Chapters 1-4 View Webinar 1
Week of October 10, 2022 Complete Chapters 5-9 View Webinar 2
Week of October 17, 2022 Complete Chapters 10-14 View Webinar 3
Week of October 24, 2022 Please use this week to catch up if needed.
Week of October 31, 2022 Complete Chapters 15-20 View Webinar 4
Week of November 7, 2022 Complete Chapters 21-25 View Webinar 5
Week of November 14, 2022 Complete Chapters 26-28 View Webinar 6
Week of November 21, 2022 Complete Chapters 29-33 View Webinar 7 & 8
November 30, 2022 Instructor-led Zoom exam prep session - Time TBD
December 2, 2022  Online Exam Administered by Zoom - Time TBD
December 16, 2022 Instructor-led Training Day from 9 a.m. - 4 p.m.

 

Educational Investment

$995 per person - Please note we will be using the 5th edition of the textbook, previous editions will be incompatible with the 5th edition exam.

For those with permanent access to a 5th edition textbook, you may register under the “no textbook” option for $795.

Registration closes on August 5, 2022 to ensure timely arrival of books.

Who should become a Certified Financial Counselor?

Anyone desiring to become one should have the opportunity to do so, but we especially recommend this program for Lending Staff, Collections Staff, Branch Managers, Trainers and Educators.

REGISTER

Have questions?  Please contact Janet Garrett at [email protected].