Financial Counselor Certification Program Available Through the League

Credit Union Employees Have Opportunity to Become Certified Financial Counselors at Discounted Price

The New Jersey Credit Union League has once again partnered with the National Credit Union Foundation to create a program for New Jersey credit unions to affordably have their staff trained as financial counselors through CUNA’s FiCEP program.

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 FiCEP enhances credit union services:

  • Proven financial counseling skills become a part of the credit union’s culture;
  • Written for all staff levels so anyone can offer financial counseling during any and every member interaction;
  • Certification satisfies members’ needs as they continually look for the value of the credit union;
  • Differentiates the credit union from other financial institutions with certified financial counselors; and
  • Helps members transform the way they deal with money through real-world counseling.

When staff members successfully complete the proctored exams, they will be a Certified Credit Union Certified Financial Counselor (CCUFC) ready and able to assist credit union members reach their financial goals.

CUNA's FiCEP program has resulted in over 1,900 students from over 450 credit unions in 25 states becoming certified financial counselors, including over 50 right here in New Jersey!

The program through the New Jersey Credit Union League includes 9 webinars: an orientation webinar and one webinar for each module (8 modules in total). All webinars cover the questions that will be asked on the exams. There are also two face-to-face trainings at the League that review all the materials covered and serve as dates for testing. There are two exams consisting of 100 questions.

The cost per student is a maximum of $942 ($500 for the program; $442 for books) for member credit unions (please contact us for non-member pricing). The cost per student decreases as more credit unions sign-up. The more students that sign-up, the lower the cost for all!

The next semester begins the first week of June with an orientation webinar that will give an overview of the program.

If you have questions about the program, would like a copy of the timeline for this semester of training, or would like to sign-up staff, please contact Marissa Anema at manema@njcul.org or 800-792-8861 ext. 117.

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