Financial Counseling

Personal financial counseling is one of the most successful ways to help members improve their financial lives. Assisting members with financial counseling either directly or through a trusted partner helps them use your products and services responsibly and productively, contributes to member loyalty and a stronger local economy.

Financial Counseling Certification Training

Lead members to a stronger financial future

CUNA’s Credit Union Financial Counseling Certification Program (FiCEP) helps credit union professionals guide members through current financial situations and prepare for the future while enabling all credit union staff to become more confident in their interactions with members.

Michigan Enhanced Self Study

The Michigan Credit Union Foundation brings the enhanced self-study training program to Michigan to assist participants in becoming a CUNA Certified Credit Union Financial Counselor.

CUNA Self Study and eSchool

Additional certification options for this program.

MCUL Financial Counseling Resources

Financial Counseling Best Practices: A guide from the MCUL Financial Education Council

MCUL’s Financial Educators and Counselors listserv to get informational updates, ask questions, and communicate with credit union financial counselors.