Financial Counselor Academy – California and Nevada Credit Union Leagues

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The California Credit Union League and the Nevada Credit Union League (Leagues) are the trade associations for credit unions in both states.

Friedrich Wilhelm Raiffeisen and Hermann Schulze-Delitzsch, were responsible for creating the first true credit unions in Germany in 1852 and 1864.

Each year, the California and Nevada Leagues honors a distinguished industry leader/volunteer during its REACH Conference.

The California and Nevada Credit Union League is a non-profit organization focused on the advancement and success of credit unions in California and Nevada.

State and Federal Agencies

America's Credit Unions

www.americascreditunions.org

Department of Financial Protection and Innovation (DFPI)—Div. of financial institutions

www.dfpi.ca.gov
Clothilde “Cloey” V. Hewlett — 415.263.8500

Nevada Department of Business and Industry — Division of financial institutions

fid.state.nv.us
702.486.4120 (Las Vegas)
775.684.2970 (Carson City)

Contact Us

ONTARIO HEADQUARTERS

2855 East Guasti Rd., Suite 202
Ontario, CA 91761
909.212.6000

Sacramento Office

1201 K. St., Suite 1050
Sacramento, CA 95814-3992
916.325.1360

Nevada Office

c/o Great Basin FCU
9770 South Virginia Street
Reno, NV 89511-5941

Other Contacts

Compliance Hotline

844-731-6072

Press Releases

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 2024.

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 6 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.

FiCEP textbook 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

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

2855 East Guasti Rd., Suite 202
Ontario, CA 91761
909.212.6000

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The Leagues

The California Credit Union League and the Nevada Credit Union League (Leagues) are the trade associations for credit unions in both states.

Credit Union Movement

Friedrich Wilhelm Raiffeisen and Hermann Schulze-Delitzsch, were responsible for creating the first true credit unions in Germany in 1852 and 1864.

CU Awards

Each year, the California and Nevada Leagues honors a distinguished industry leader/volunteer during its REACH Conference.

Leagues Governance

The California and Nevada Credit Union League is a non-profit organization focused on the advancement and success of credit unions in California and Nevada.

Contact Us

ONTARIO HEADQUARTERS

Sacramento Office

Nevada Office

State and Federal Agencies

Credit Union National Association (CUNA)

Department of Financial Protection and Innovation (DFPI)—Div. of financial institutions

Nevada Department of Business and Industry — Division of financial institutions

Other Contacts

Compliance Hotline