In 13 Weeks, Become a Certified CU Financial Counselor

Financial Counselor Academy logo

The California and Nevada Credit Union Leagues and the Richard Myles Johnson Foundation are excited to launch the Financial Counselor Academy in January 2023! In addition, the Leagues' Shapiro Group will provide four grants for Shapiro-size credit unions to participate.

You can become a certified credit union financial counselor so you can help your members throughout their financial journey.

About the Program
Designed to greatly enhance the self-study Financial Counseling Certification Program (FiCEP) offered by the Credit Union National Association (CUNA), this 13-week program uses the CUNA FiCEP edition 5 textbook as a learning foundation and adds elements to help participants easily grasp and retain counseling concepts and knowledge.

These engaging and interactive webinars use relevant examples and fill-in-the blank study guides and live exam prep session help reinforce the knowledge you need to pass the exam and effectively perform your counseling duties.

Participants will not only engage with the presenters and study guides but will also learn and interact with their cohort throughout the academy, enhancing their experience and building relationships that will last for years to come.

Dates
The program will start on Jan. 25, 2023 and conclude on April 26. Upon completing the program and passing the test, participants will receive the Certified Credit Union Financial Counselor (CCUFC) designation, in addition to having the tools to create a meaningful financial counseling program.

Shapiro Group Grants
Shapiro Credit Union education grants are available. Click here to apply.

Questions?
Contact Tena Lozano at tlozano@rmjfoundation.org or Larry Palochik at larryp@ccul.org.

Speakers
Speakers include:

  • Gigi Hyland, Executive Director, The National Credit Union Foundation.
  • Cynthia Campbell, Chief Experience Officer, Balance.
  • Tobi Weingart, Program Director, The National Credit Union Foundation.
  • Chris Wolgemott, Director, Financial Counseling/Governmental Affairs, Meritrust CU.
  • Mark Lynch, Co-Founder, CU Difference.

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