WISCONSIN CREDIT UNION FOUNDATION INC

The foundation invested in the financial counseling certification program (ficep) that credentialed 21 individuals as credit union certified financial counselors (ccufcs), bringing the program total to nearly 300. In addition, more than 20 individuals completed the re-certification process. The foundation engaged with system partners to facilitate ficep. The program used the credit union national association's certified credit union financial counselor (ccufc) textbook, which involves self-study and a series of webinars, and enhanced it with additional program content. The additional content offered insights to help participants integrate counseling across multiple touch-points with members, thereby broadening the scope and effectiveness of their effort. Participants had the opportunity to network with other ccufc-certified individuals to discuss expanding counseling programs in their credit unions. The foundation proctors the designation examination for students who earn the ccufc designation following successful completion. Funds from the foundation cut the cost of participation by more than half.