The California and Nevada Credit Union Leagues and the Richard Myles Johnson (RMJ) Foundation are pleased to announce their new Financial Counselor Academy launching July 2023.
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Virtual/Live, interactive sessions take place on Tuesdays from 9:00 - 10:30 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. To also receive the Financial Councelor Academy Certificate of Completion, you must attend all live sessions and the in-person Session in Northern California. |
Classes Begin
July 12, 2023 Classes Conclude October 10, 2023 with an in-person class in Northern California FiCEP Exam Date Options Sept 27: 9:00 - 11:30 am Sept 28: 1:00 - 3:30 pm Oct 3: 2:00 - 4:30 pm |
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 2023 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 enhance book learning by providing a broader picture of the environment in which struggling members live
- 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 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 SCHOLARSHIPS
The California and Nevada Credit Union Leagues are offering Scholarships to Shapiro Credit Unions (credit unions under $186M in assets) to help with the cost of attending the Financial Counselor Academy.
Scholarships Available: Four (4) at $895 each
To apply for a Scholarship, please CLICK HERE. Once you complete the application, please email it to deannef@ccul.org
DEADLINE to Apply: June 16, 2023
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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