Financial Counseling Certification Program (FiCEP) eSchool 2026
Financial Counseling Certification Program (FiCEP) eSchool 2026
Overview
Financial Counseling Certification Program (FiCEP) eSchool 2026 is a comprehensive training experience designed to equip credit union professionals with the knowledge, skills, and confidence to guide members toward stronger financial futures.
Through a structured webinar series and guided application of the FiCEP curriculum, participants will explore real-world financial challenges and learn how to deliver personalized, impactful counseling across a wide range of member situations.
The program blends technical expertise with behavioral insights to support members more effectively. From budgeting and credit management to complex life events like bankruptcy or financial hardship, participants gain practical tools they can apply immediately. They also prepare to earn the Certified Credit Union Financial Counselor (CCUFC) designation.
What you’ll learn
- A structured, step-by-step approach to financial counseling—from first conversation to long-term action planning
- Techniques for helping members navigate key financial challenges, including debt, credit repair, housing, and retirement
- How to apply behavioral finance principles to motivate positive financial habits and lasting change
- Communication strategies to build trust, handle sensitive conversations, and guide members with empathy and professionalism
- Best practices for developing and sustaining a financial counseling program within your credit union
Who should attend
- This program is ideal for credit union professionals who are committed to helping members improve their financial well-being, including:
- Financial counselors and coaches
- Frontline staff and member service representatives
- Lending and collections professionals
- Community outreach and financial education staff
- Anyone looking to earn the CCUFC designation and expand their impact through financial counseling
This learning opportunity is part of the complete Center for Professional Development (CPD) eSchools & Webinars series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Schedule
Thursday, June 4, 2026 | 1:00–2:30 p.m.
During this session, we will provide an introduction to financial counseling, including counseling employees, behavior change, decision-making tools and techniques, finance and psychology, and communication principles and skills.
Quiz questions from chapters 1-7 will be throughout the presentation.
Thursday, June 11, 2026 | 1:00–2:30 p.m.
During this session, we will discuss successful money management traits, counseling types, the counseling process, before the initial meeting, collecting and analyzing member data, and establishing goals and
objectives.
Quiz questions from chapters 8-13 will be throughout the presentation.
Thursday, June 18, 2026 | 1:00–2:30 p.m.
During this session, we will discuss developing a spending plan, a debt repayment plan, and an action plan, and then implement the plan, follow up, and make adjustments. We will also cover tracking, measurement, and reporting sessions, as well as credit reports and credit scores.
Quiz questions from chapters 14-20 will be throughout the presentation.
Thursday, June 25, 2026 | 1:00–2:30 p.m.
During this session, we will discuss ways to increase income and decrease expenses; the principles of saving; how to establish good credit; what to do before extending credit; credit cards; medical debt; and buying vs. leasing a vehicle.
Quiz questions from chapters 21-28 will be throughout the presentation.
Thursday, July 9, 2026 | 1:00–2:30 p.m.
During this session, we will discuss counseling low-credit-score auto lending, vehicle repossessions, renting vs. owning a home, purchasing a home, refinancing a home loan, home equity loans, and preparing members for retirement.
Quiz questions from chapters 29-35 will be covered throughout the presentation.
Thursday, July 16, 2026 | 1:00–2:30 p.m.
During this session, we will discuss variable income and self-employment; collectors and creditors; judgments and garnishment; coaching members on how to talk to collectors and creditors; financing higher education; and counseling families, including unmarried couples and blended families.
Quiz questions from chapters 36-42 will be covered throughout the presentation.
Thursday, July 23, 2026 | 1:00–2:30 p.m.
During this session, we will discuss separation, divorce, and budgeting after divorce, eviction, seizure of goods, foreclosure, bankruptcy, life after bankruptcy, identity theft and fraud, and elder abuse.
Quiz questions from chapters 43-48 will be covered throughout the presentation.
Thursday, July 30, 2026 | 1:00–2:30 p.m.
During this session, we will discuss what to do before and after a death, referring members and possible resources, taxes, insurance, investments, and addiction.
Quiz questions from chapters 49-55 will be covered throughout the presentation.
Thursday, August 6, 2026 | 1:00–2:30 p.m.
During this session, we will discuss military veterans and their families; counseling members with justice-system involvement; overcoming member objections; developing a financial counseling and education program; and self-care for financial counselors.
Quiz questions from chapters 56-60 will be covered throughout the presentation.
Thursday, August 13, 2026 | 1:00–2:30 p.m.
Prepare for the F2000 – FiCEP exam by attending this first review session, where we will review chapters 1-30. Come prepared with questions.
Thursday, August 14, 2026 | 1:00–2:30 p.m.
This session concludes the F2000 – FiCEP exam review by discussing chapters 31-60. Come prepared with questions.
Pricing & Registration
Virtual price includes access to On Demand.
Members in multiple categories receive the lowest price.
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 25%
- League staff save 20%
- Multi-attendee discount - Register four attendees and get the 5th free (Note: 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. Unsure of your eligibility or need help accessing member pricing? Contact us at (800) 356-9655 or [email protected].
Attendee Info
CPE details
In order to be awarded the full credit hours, you must attend each live session and complete the polling questions.
|
Live participants will earn |
Field of study |
Delivery method |
|---|---|---|
19.5 CPE credits |
Finance - Technical |
Group Internet-Based |
America’s Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Code of conduct
We are committed to making every event experience welcoming, respectful, and safe.
How to access
America’s Credit Unions hosts events on the following platforms:
- Zoom: All virtual events are hosted on Zoom. Some on-demand recordings are also available on this platform.
- Vimeo: Some on-demand events are available on Vimeo.
Your event platform will be communicated via email before the event.
Access instructions for virtual events
Virtual cancellations and substitutions
- Cancellations must be submitted in writing to [email protected] with a brief explanation. Cancellations received more than seven days before the event are subject to a 25% administrative fee. No refunds will be granted for cancellations received within seven days of the event.
- Substitutions are accepted before the start of the program. Additional fees may apply. Please include the event name, current participant, and new participant name when requesting a substitution.
On-demand cancellations and issues
All purchases are final. If your digital product arrives defective or incorrect, contact us within 48 hours of delivery. We will issue a replacement or refund at our discretion.
For questions, email [email protected].
