The California and Nevada Credit Union Leagues and the Richard Myles Johnson (RMJ) Foundation will announce the next Financial Counselor Academy sessions soon.

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.

The 2023 Financial Counselor Academy Curriculum includes:

  • 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
INSTRUCTORS

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

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