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Credit Union Financial Counseling Certification Program

Lead members to a stronger financial future

CUNA Financial Counseling Certification Program (FiCEP) develops credit union counseling professionals to guide members through future financial situations and enables all credit union staff to become more confident in helping members.

How will you become a CUNA Certified Credit Union Financial Counselor (CCUFC)?

Part 1  

Part 2

 Update/Recertification - Learn more.

  • Self-study
  • Hybrid (self-study/webinar)

By completing Parts 1 and 2 of the eSchool or self-study option and the corresponding exams, you can earn your CUNA Certified Credit Union Financial Counselor designation. Learn more about CUNA designations.

Benefits of the program include:

  • Proven financial counseling skills become a part of your credit union's culture
  • Written for all staff levels so anyone can offer financial counseling during every member interaction
  • Certification satisfies members' needs as they continually look for the value of your credit union
  • Differentiates your credit union with certified financial counselors on your team
  • Helps members transform the way they deal with money through real-world counseling

The American Council on Education's College Credit Recommendation Service (ACE Credit) has evaluated and recommended college credit for CUNA Financial Counseling Certification Program. For more information, visit ACE Credit's website.

Network anytime! Join fellow financial counselor professionals on the Financial Counselors Listserv. For affiliated credit unions only.

CUNA Certified Financial Counselor eSchool
 Certified Financial Counselor Part 1 eSchool, August 4 - September 22, 2015
Certified Financial Counselor Part 2 eSchool, October 6 - November 24, 2015

In addition to recorded sessions, your eSchool registration includes: recorded sessions, electronic copies of the modules and complimentary exams associated with each module. In order to obtain your Credit Union Financial Counseling Certification, you will be required to arrange a proctor and receive passing grades on all 8 exams!

By purchasing the CUNA Training Bundle, your entire credit union can get access to this and all eSchools, webinars and audios.

Self-Study Option

Earn your Credit Union Financial Counseling Certification right at your credit union!

Financial Counseling Certification Program Modules (FiCEP) includes two parts of four learning modules each. When you successfully complete the proctored exams for both parts (eight total modules), you will be a Credit Union Certified Financial Counselor (CCUFC) ready and able to assist your members reach their financial goals.

*Attention 2nd edition users ©2011, you will need to order the new 3rd edition modules that correspond with the 3rd edition exams. To verify the copyright date for the CCUFC modules, please click here. To order 3rd edition modules, call 800-356-8010, option 3 or email:

Since the Financial Counseling and Education Program (FiCEP) is an ACE accredited program, all exams must be proctored, regardless of whether they are administered on paper or online. Guidelines and information regarding acceptable proctors can be found here. We require you to fill out the proctored exam request form a minimum of 4 weeks before your exam request.

Learn at your own pace with these print-based modules:

Financial Counseling Certification (FiCEP) Part I, $260 (includes Modules 1-4) or individual modules are $70

Financial Counseling Certification (FiCEP) Part 2, $260 (includes Modules 1-4) or individual modules are $70

NEW! Now available in eBook format:

Financial Counseling Certification (FiCEP) Part 1 and 2, $440 (includes all modules) or individual modules are $55

Order by clicking the links above or calling 800-356-8010, press 3.

Financial Counseling Certification (FiCEP) Testing Procedures
Financial Counseling Certification (FiCEP) is a self-study program allowing students to pick a time and date for testing that best fits their busy schedule. Learn more about the proctored testing process.

Order Additional FiCEP Exams

Financial Counseling Certification (FiCEP) Recertification
The Certified Credit Union Financial Counselor (CCUFC) designation requires recertification every three years to ensure that your knowledge about financial counseling is current. Learn more about recertification options.

Frequently Asked Questions
Not finding all of the answers to your questions? View our Frequently Asked Questions for more information.


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