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Financial Counselor Training & Certification Program

GCUA is proud to kick off our Certified Financial Counseling Program in May 2018. For any student who has done this training in the past, there is a new streamlined & overhauled curriculum. Those who successfully complete the program and 2 exams will earn their Credit Union Certified Financial Counselor (CCUFC) Designation.

Student Portal

The FiCEP curriculum includes:

  • 8 modules presented in print format (hard copy books) to be read at the student’s pace prior to webinar viewing
  • 9 live webinars (1 orientation & 8 instructional) to recap each module - also available as archives
  • 2 live In-Person Training & Testing Events to include instructor review, role playing & best practices
  • Tangible take-away materials including tracking programs & starter kits for your members
  • 2 online tests of 100 questions each - one after the first 4 modules and one after the last 4 modules

Are you ready to join the ranks of the 1,600+ Certified Financial Counselors currently serving Credit Union Members?

Training & Testing Schedule

May 23 -  2:00 p.m. - 2:30 p.m.

Orientation Webinar

Review of the Upcoming FiCEP Program

May 29 - 11:00 a.m. - 12:00 p.m.
May 31 - 3:00 p.m. - 4:00 p.m.

Module 1 Webinar

Introduction to Financial Counseling

Jun 12 - 11:00 a.m. - 12:00 p.m.
Jun 14 - 3:00 p.m. - 4:00 p.m.

Module 2 Webinar

Financial Counseling Essentials

Jun 26- 11:00 a.m. - 12:00 p.m.
Jun 28 - 3:00 p.m. - 4:00 p.m.

Module 3 Webinar

Special Issues in Financial Counseling

Jul 10 - 11:00 a.m. - 12:00 p.m.
Jul 12 - 3:00 p.m. - 4:00 p.m.

Module 4 Webinar

Using Communication Skills During Financial Counseling

Aug 21 - 9:00 a.m. - 4:00 p.m.

In Person Training & Testing Event - Part 1

Embassy Suites by Hilton Atlanta
NE Gwinnett Sugarloaf

2029 Satellite Boulevard, Duluth, GA 30097
Reservations:  1-800 EMBASSY (Mention Group Code GCU)
Click here to reserve your room.
Discounted hotel room rate of $155 per night.

Hotel room block cut-off date: 7/22/18

Aug 28 - 11:00 a.m. - 12:00 p.m.
Aug 30 - 3:00 p.m. - 4:00 p.m.

Module 5 Webinar

Taxes, Insurance and Investments

Sep 11 - 11:00 a.m. - 12:00 p.m.
Sep 13 - 3:00 p.m. - 4:00 p.m.

Module 6 Webinar

Controlling Expenses

Sep 18 - 11:00 a.m. - 12:00 p.m.
Sep 20 - 3:00 p.m. - 4:00 p.m.

Module 7 Webinar

Money, Attitudes & Behaviors

Sep 25 - 11:00 a.m. - 12:00 p.m.
Sep 27 - 3:00 p.m. - 4:00 p.m.

Module 8 Webinar

Retirement & Personal Financial Preparedness

Oct 3 - 9:00 a.m. - 4:00 p.m.

In Person Training & Testing Event - Part 2

Hilton Garden Inn Macon / Mercer University
1220 Stadium Drive, Macon, GA 31204
Reservations:  1-478-741-5527 (Mention Group Code Georgia Credit Union Services)
Click here to reserve your room.
Discounted hotel room rate of $129 per night.

Hotel room block cut-off date: 9/19/18


Testing
All testing is done online. This allows students to receive their grades instantly & privately. STUDENTS MUST BRING THEIR OWN LAPTOP OR TABLET WITH WIRELESS INTERNET CONNECTIVITY CAPABILITIES TO EACH IN-PERSON TRAINING/TESTING EVENT.

Educational Investment
$775 per person.

Who should become a Certified Financial Counselor?
Anyone desiring to become one should have the opportunity to do so, but we especially recommend this program for Lending Staff, Collections Staff, Branch Staff or Managers, Trainers/ Educators and Senior Staff.

GCUA


6705 Sugarloaf Parkway, Suite 200
Duluth, GA 30097
E-mail: webmaster@gcua.org
Phone: (770) 476-9625

WHO WE ARE

Georgia Credit Union Affiliates provides personnel and other support services for the Georgia Credit Union League, Inc., Cooperative Services, Inc., their subsidiaries and other affiliated organizations.

GCUA works closely with the national credit union trade association, CUNA, to serve member credit unions and strengthen the credit union system.

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