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Financial Counselor Training & Certification Program

Are you ready to join the ranks of the 200+ Certified Financial Counselors currently serving Louisiana's Credit Union Members?

Our new program will kick off in January 2017, with some BIG changes to make it more streamlined and user friendly for students!  Those who successfully complete the program and exams will earn their Credit Union Certified Financial Counselor (CCUFC) Designation.  

We have taken feedback from prior seasons and worked diligently with CUNA to bring you a new enhanced and more student-friendly program!  

Some enhancements include:

  • Fewer exams (only 2 tests now instead of 8 from prior years)
  • New books rewritten from an updated perspective
  • In-Person training  to include role playing & Best Practices from CU’s with successful programs
  • Learn to create effective tracking programs
  • Materials & starter kits to give to your members
The educational process will consist of 8 modules presented in books which are read at the student's own pace and recapped with a live webinar for each module (archives also available). In addition to the webinars there will be 2 in-person training days with our presenter.
 

FiCEP Schedule (all webinars are at 10:00 am)

  • Orientation Webinar: Tues, Jan 10
  • Introduction to Financial Counseling: Tues, Jan 17
  • Financial Counseling Essentials: Thurs, Jan 24 
  • Special Issues in Financial Counseling: Tues, Feb 7
  • Using Communication Skills During Financial Counseling: Tues, Feb 14

Part 1 In-person Training/Testing Session:  Mar 7 from 9:00 a.m. – 4:00 p.m.  (exact location TBA)

  • Taxes, Insurance, and Investments: Tues, Mar 21 
  • Controlling Expenses: Tues, Mar 28
  • Money, Attitudes & Behaviors: Tues, Apr 11 
  • Retirement & Personal Financial Preparedness: Tues, Apr 18 

Part 2 In-person Training/Testing Session:  May 2 from 9:00 a.m. – 4:00 p.m.  (exact location TBA)

Testing

All testing is done online to allow students to receive their grades instantly & privately. Students must have access to a laptop computer or tablet with wireless internet connectivity capabilities. 

Educational Investment

$975 per student. Registrations received after December 16th will not guarantee arrival of course material prior to the first webinar. 

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 & Educators. 

 

Questions or if you would like to register for the 2017 FiCEP Class, please email us at education@lcul.com

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