Financial Counseling Certification Program (FiCEP) eSchool 2025
Financial Counseling Certification Program (FiCEP) eSchool 2025
Overview
Financial Counseling Certification Program (FiCEP) provides credit union employees with the skills and knowledge required to guide their members and themselves to sound financial decisions.
Americans often learn about finances from their families and friends or just go it alone. The need for expert help is real, especially when so many face uncertain economic futures. With certified credit union financial counselors on staff, credit unions are better able to:
- Help members experiencing financial difficulties
- Demonstrate the credit union difference
- Attract new members
- Grow product and service revenue
This eSchool includes electronic access to the 6th Edition FiCEP book. Attendees are required to read the book before attending/watching the webinars, as the webinars will discuss the application of the book content (best practices, common member situations, resources, practice quizzes, etc.)
To obtain the Certified Credit Union Financial Counselor (CCUFC) designation, one must pass the FiCEP exam.
Who should attend?
This eSchool is beneficial for credit union staff who work in the financial counseling, collections, and loan departments or any staff members committed to helping members gain control of their financial future.
This event has been endorsed by Finance Council.
This learning opportunity is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Schedule
Thursday, January 9, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Emma Protsik
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 1-7.
Prework
- Read FiCEP book, 6th Edition - Chapter 1-7
- Complete Activities & Quiz (located in classroom)
Thursday, January 16, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Ken King
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 8-13.
Prework
- FiCEP book, 6th Edition - Chapter 8-13
- Complete Activities & Quiz (located in classroom)
Thursday, January 23, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Carl Windom
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 14-20.
Prework
- FiCEP book, 6th Edition - Chapter 14-20
- Complete Activities & Quiz (located in classroom)
Thursday, January 30, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Zach Matheny
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 21-28.
Prework
- FiCEP book, 6th Edition - Chapter 21-28
- Complete Activities & Quiz (located in classroom)
Thursday, February 6, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Zach Matheny
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 29-35.
Prework
- FiCEP book, 6th Edition - Chapter 29-35
- Complete Activities & Quiz (located in classroom)
Thursday, February 13, 2025 | 1:00 - 2:30 p.m. CT
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 36-42.
Prework
- FiCEP book, 6th Edition - Chapter 36-42
- Complete Activities & Quiz (located in classroom)
Thursday, February 20, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Ken King
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 43-48.
Prework
- FiCEP book, 6th Edition - Chapter 42-48
- Complete Activities & Quiz (located in classroom)
Thursday, February 27, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Chris Wolgamott
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 49-55.
Prework
- FiCEP book, 6th Edition - Chapter 49-55
- Complete Activities & Quiz (located in classroom)
Thursday, March 13, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Emma Protsik
During this session, we will discuss counseling examples, best practices, common member situations, available resources, and the practice quiz regarding chapters 56-60.
Prework
- FiCEP book, 6th Edition - Chapter 56-60
- Complete Activities & Quiz (located in classroom)
Thursday, March 20, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Chris Wolgamott
Prepare for the F2000 – FiCEP exam by attending this first review session, where we will review chapters 1-30. Come prepared with questions.
Prework
- Read FiCEP Exam Review PPT
- Read FiCEP book, 6th Edition, Ch. 1-30
Friday, March 21, 2025 | 1:00 - 2:30 p.m. CT
Presenter: Chris Wolgamott
This session concludes the F2000 – FiCEP exam review by discussing chapters 31-60.
Prework
- Read FiCEP book, 6th Edition, Ch. 31-60
Pricing & Registration
Member
Non-Member
Financial Counseling Certification Program (FiCEP) eSchool 2025
Financial Counseling Certification Program (FiCEP) eSchool 2025
Financial Counseling Certification Program (FiCEP) eSchool 2025 | On Demand
Financial Counseling Certification Program (FiCEP) eSchool 2025 | On Demand
On Demand Only Option
Order the Financial Counseling Certification Program (FiCEP) eSchool 2025 On Demand
Member Discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe. For more information, see our Code of Conduct.
How to access
Our webinars and eSchools use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Cancellations
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to hello@americascreditunions.org. Cancellations received more than 7 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 7 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant and new participant name to hello@americascreditunions.org.
