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Become a Certified Credit Union Financial Counselor in 13 Weeks

Unlock the path to professional growth as a Certified Credit Union Financial Counselor! Register for an upcoming Financial Counselor Academy session and gain the knowledge and credibility you need to help your members on their financial journey.

Nearly 100 participants have graduated from the program since 2023. These sessions are virtual and conclude with an in-person capstone. Participants must attend all virtual sessions and the in-person capstone session to receive a certificate of completion from the Financial Counselor Academy.

Winter Session
Winter registration (click here):

  • Begins January 2024 in Southern California.
  • January 25 – April 25 (early registration deadline is December 15, 2023).
  • Includes choice of digital or physical copy of the book.
  • Final registration deadline is January 19, 2024 (includes a digital copy of the book).

Summer Session
Summer registration (click here):

  • Begins May 2024 (Northern California).
  • May 9 – August 1 (early registration deadline is April 1, 2024).
  • Includes choice of digital or physical copy of the book.
  • Final registration deadline is May 3, 2024 (includes a digital copy of the book).

About the Financial Counselor Academy
Designed to greatly enhance the self-study Financial Counseling Certification Program (FiCEP) offered by the Credit Union National Association (CUNA). 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 preparation sessions 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 — they will also learn and interact with their cohort throughout the academy, enhancing their experience and building relationships that will last for years to come.

View the curriculum, instructors, and other Information here!

Grants
Shapiro Group credit union education grants are available. Email Deanne Figueras for more information.

Questions?
Email Tena Lozano or Larry Palochik.

The Financial Counselor Academy is presented by the California and Nevada Credit Union Leagues and the Richard Myles Johnson Foundation.

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