Certified Financial Counseling Program (FICEP)

MD|DC CUA is excited to present an enhanced version of CUNA's Certified Financial Counseling program (FiCEP) with webinar tutorials and live trainings. Those who successfully complete the program and exams will earn their Credit Union Certified Financial Counselor (CCUFC) Designation.

 

The FiCEP curriculum includes:

  • 8 modules presented in print format to be read at the student’s pace prior to webinar viewing
  • 8 tutorial webinars to recap and highlight each module
  • FAQ Sheet for each module plus a Q&A email helpline for additional assistance
  • 2 live In-Person trainings to include instructor review, role playing & best practices & idea sharing
  • Links to take-away tool kits for tracking methods and program implementation starter tips
  • Online practice quizzes
  • 2 league staff proctored online tests of 100 questions each – one mid-term and one at final

 

Webinar and Training Schedule

September 10, 2019

Module 1: Introduction to Financial Counseling

September 17, 2019

Module 2: Financial Counseling Essentials

October 1, 2019

Module 3: Special Issues in Financial Counseling

October 8, 2019

Module 4: Using Communication Skills During Financial Counseling

 

Part 1 Live Training/Testing Session: October 15, 2019 from 9:00 am - 4:00 pm MD|DC CUA

 

October 29, 2019

Module 5: Taxes, Insurance, and Investments

November 5, 2019

Module 6: Controlling Expenses

November 19, 2019

Module 7: Money, Attitudes & Behaviors

November 26, 2019

Module 8: Retirement & Personal Financial Preparedness

 

Part 2 Live Training/Testing Session: December 3, 2019 from 9:00 am - 4:00 pm MD|DC CUA

Event Details

  • When

  • Tuesday, September 10, 2019 - Tuesday, December 3, 2019
    9:00 AM - 4:00 PM
    Eastern Time

  • Where

  • MD|DC Credit Union Association
    8975 Guilford Rd, Suite 190
    Columbia, Maryland 21046
    USA
    410-290-6858

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