The California and Nevada Credit Union Leagues and the Richard Myles Johnson (RMJ) Foundation are pleased to announce their new Financial Counselor Academy launching January 2023.
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Virtual/Live, interactive sessions take place on Wednesdays from 10:30 - 11:30 AM Pacific Time on:
See the agenda to view all sessions and the exam date. Upon completing the program and passing the test, participants will receive the Certified Credit Union Financial Counselor (CCUFC) designation. |
Classes Begin
January 25, 2023 Classes Conclude April 26, 2023 with an in-person class in Southern California |
See the agenda to view all sessions and the exam date. Upon completing the program and passing the test, participants will receive the Certified Credit Union Financial Counselor (CCUFC) designation.
Designed to greatly enhance the self-study Financial Counseling Certification Program (FiCEP) offered by the Credit Union National Association, this 13-week program uses the CUNA FiCEP edition 5 textbook as a learning foundation and adds elements to help participants easily grasp and retain counseling concepts and knowledge. Our engaging and interactive webinars use relevant examples and our fill-in-the blank study guides and live exam prep session help reinforce the knowledge you need to pass the exam and effectively perform your counseling duties.
Participants will not only engage with the presenters and study guides, but will also learn and interact with their cohort throughout the Academy, enhancing their experience and building relationships that will last for years to come.
The 2022 Financial Counselor Academy Curriculum includes:
- FiCEP textbook divided into 33 chapters to be read at the student’s pace prior to webinar viewing
- 8 tutorial webinars that spotlight, reinforce and further explain important details from the textbook
- 8 fill-in-the-blank study guides with answer keys to accompany each webinar
- 6 live, interactive videoconferences to delve into bringing the learning to the real world
- 1 live instructor-led zoom exam preparation session using anonymous polling and group discussion
- 1 pre-recorded exam prep video that highlights textbook areas to focus on
- 1 instructor led training day to include instruction recap, role playing, mind mapping program implementation, idea sharing & best practices
- Take-away tool kit including budget spreadsheets, spending plans, program decision guides, action plans, tracking methods and more!
- 1 League proctored online certification test consisting of 100 questions
INSTRUCTORS
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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 |
SMALL CREDIT UNION GRANTS
The California and Nevada Credit Union Leagues are offering Shapiro Credit Unions Educational Grants to attend the Financial Counselor Academy.
Grants Available: Four (4) at $895 each
To apply for a grant, please CLICK HERE. Once you complete the application, please email it to deannef@ccul.org
QUESTIONS?
For more information about the Financial Counselor Academy, Certification, and the FiCEP exam, please contact Tena Lozano at tlozano@rmjfoundation.org, or Larry Palochik at larryp@ccul.org.
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