Helping members: CU professionals can become certified financial counselors through FiCEP

Certified credit union financial counselors are in a unique position to guide members to financial security, particularly as consumers seek reliable financial advice from budgeting to navigating financial hardships amid the pandemic.

Certified credit union financial counselors can:

  • help those experiencing financial difficulties;
  • demonstrate the credit union difference;
  • attract new members;
  • grow product and service revenue; and
  • reduce delinquencies and charge-offs.

The New York Credit Union Association’s Financial Counseling Certification Program – FiCEP — offers member credit unions an enhanced version of CUNA’s FiCEP, which combines the affordability and convenience of a self-study program with the group, hands-on approach and networking of an off-site CUNA school.

Program features include:

  • eight-module curriculum presented in eight webinars;
  • new for 2021: one book and one proctored exam;
  • printed self-study materials;
  • instruction, review and opportunities for networking; and
  • certification after successful completion of exam.

Registration is open through May 14. An orientation webinar will be held June 30 at 9 a.m., with the FiCEP webinars beginning July 14 and running through Oct. 20. All webinars will be recorded and links will be provided for review. For more information about FiCEP or to register, visit the Association’s website.

The New York Credit Union Foundation also offers grants that may be used toward participant costs.

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