CU Financial Counselor Course Registration Deadline: Dec. 15

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The deadline to register for the Financial Counselor Academy is Dec. 15. This 13-week course, hosted by the California and Nevada Credit Union Leagues and the Richard Myles Johnson Foundation, will help you 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, this virtual 13-week program includes weekly tutorial and study guide webinars that reinforce the book learning, as well as several interactive live and virtual workshops that bring the topics to life.

This program is geared for any credit union staff who wish to assist their members in their financial wellness journey. Participants will become a certified financial counselor (CCUFC), learn how to develop a financial counseling program at their credit union, participate in roleplaying exercises, and uncover opportunities beyond counseling.

The program will start on Jan. 25, 2023 with the first virtual session and conclude on April 26 with an in-person capstone session at SchoolsFirst FCU in Tustin, CA. Upon completing the program and passing the test, participants will receive the Certified Credit Union Financial Counselor (CCUFC) designation.

Introduction Session
Learn more about this educational program with this brief 30-minute introductory session: Introduction to the Academy Session.mp4.

Contact Tena Lozano at or Larry Palochik at

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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