Credit Union Impact Foundation

### Context Profile for Credit Union Impact Foundation

1. **Organization Mission & Cause:**
   The Credit Union Impact Foundation is dedicated to enhancing the financial well-being of individuals and communities through education and support. Their mission focuses on providing resources and training for credit union staff and volunteers to improve financial counseling services, ultimately empowering members to achieve financial stability. The foundation partners with various organizations to offer programs like the Enhanced Financial Counseling Certification Program (FiCEP), which equips participants with essential skills for effective financial counseling.

2. **Type of Activities:**
   - **Training Programs:** The foundation offers the FiCEP program, which includes webinars, exam preparation, and networking opportunities for credit union staff and volunteers.
   - **Certification:** Participants who complete the program earn the Certified Credit Union Financial Counselor (CCUFC) designation, which signifies their proficiency in financial counseling.
   - **Events:** The organization hosts events such as the CU Foundation XChange Huddle to foster community engagement and knowledge sharing among credit union professionals.

3. **Tone of Voice:**
   The tone of the website and communications is professional yet approachable. It conveys a sense of urgency regarding financial education and empowerment while maintaining a friendly and supportive demeanor. The language is clear and informative, aimed at motivating credit union staff to participate in training and enhance their skills.

4. **Emoji Usage:**
   The organization uses emojis sparingly in their communications. For example, in the recent email campaign, a location pin emoji (📍) was used to highlight the event location. This suggests a casual and friendly approach to communication, but overall, emoji usage is limited and context-specific.

5. **Key Facts:**
   - **Founding Info:** Specific founding details were not available on the website.
   - **Scale:** The foundation has a total of 19 forms and has conducted 4 email campaigns, indicating active engagement with their audience.
   - **Impact Metrics:** While specific metrics were not detailed, the focus on certification and training suggests a commitment to measurable outcomes in financial counseling effectiveness.
   - **Volunteer Info:** The foundation encourages participation from credit union staff and volunteers, emphasizing the importance of community involvement in their programs.

6. **Writing Guidelines:**
   - Use a professional yet friendly tone that encourages participation and engagement.
   - Keep language clear and informative, focusing on the benefits of programs and events.
   - Use bullet points for clarity when listing information (e.g., program details, pricing).
   - Limit emoji usage to enhance communication without overwhelming the message; use them contextually to add warmth.
   - Personalize communications where possible, using recipient names to foster a connection.

This context profile provides a comprehensive overview of the Credit Union Impact Foundation, enabling AI assistants to generate tailored and effective content that aligns with the organization's mission and communication style.

If you are registering 6-10 participants, please use discount code '6-10' for group $699 per person pricing. 
If you are registering 10+ participants, please use discount code '10+' for group $649 per person pricing.

FiCEP LCUA Member Rate

If you are registering 6-10 participants, please use discount code '6-10' for group $899 per person pricing. 
If you are registering 10+ participants, please use discount code '10+' for group $849 per person pricing.

FiCEP Non-Member Rate

Registrations comes with a PDF version of the book. If a student wishes, they may order a hard copy of the book for an additional $100.

Hard copy of the book

If you earned your Certified Financial Counselor designation three or more years ago, you are encouraged to complete continuing education to keep your certification. The SECUF also offers recertification for past graduates of the FiCEP program.

FiCEP Recertification

If you are registering 10+ participants, please use discount code '15+' for your group.

FiCEP America's Credit Union Bundle Participant

Please make checks out to: Credit Union Impact Foundation

Please mail checks to:
Credit Union Impact Foundation
3692 Coolidge Court
Tallahassee, FL 32311

The Credit Union Impact Foundation has partnered with America's Credit Union and CU Difference to offer an exceptional financial counseling training program for credit union staff and volunteers. The Enhanced Financial Counseling Certification Program (FiCEP) program combines self-study with instructor-led webinars and networking opportunities. Thanks to the generous support of our donors and sponsors, we can offer this enhanced FiCEP program at a lower cost. Participants who successfully complete the program and exam earn the prestigious Certified Credit Union Financial Counselor (CCUFC) designation. This certification demonstrates proficiency in critical financial counseling skills and concepts, empowering participants to provide superior service to credit union members and guide them toward greater financial stability. Registration fees are per person and include nine webinars, an exam prep webinar, PDF books, group exam proctoring,  a virtual training workshop, and access to the FiCEP Connect network. Pricing is as follows: <ul><li style="box-sizing:inherit">Register 1-5 participants: $799 per person/$999 per non-member</li><li style="box-sizing:inherit">Register 6-10 participants: $699 per person/$899 per non-member</li><li style="box-sizing:inherit">Register 10+ participants: $649 per person/$849 per non-member</li><li style="box-sizing:inherit">Credit Unions that are a part of America's Credit Union Bundle can take part in the Enhanced FiCEP Program for $149 per person. A 15% discount is available for groups of 10 or more.  </li></ul>Please note that once the May 8, 2025, registration deadline has passed, refunds for the program cannot be issued. Refunds cannot be issued for students who leave the credit union during the FiCEP period. Substitutions can be made with another student from your credit union before May 8, 2025. However, the Foundation must be notified to make these changes.

Hello <span contenteditable="false" data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip " fr-original-style style="background-color:rgb(248, 248, 255);border:1px solid rgb(191, 191, 255);border-radius:4px;color:rgb(42, 42, 196);display:inline-block;margin:0px;padding:1px 8px;font-size:11px;line-height:16px;overflow-wrap:anywhere;user-select:none;box-sizing:inherit">First name <span contenteditable="false" data-custom-variable="{{lastname}}" fr-original-class="fr-deletable styled-tag-chip " fr-original-style style="background-color:rgb(248, 248, 255);border:1px solid rgb(191, 191, 255);border-radius:4px;color:rgb(42, 42, 196);display:inline-block;margin:0px;padding:1px 8px;font-size:11px;line-height:16px;overflow-wrap:anywhere;user-select:none;box-sizing:inherit">Last name, If you completed registration on behalf of others, please forward them this email.  Congratulations on starting the process of becoming a Certified Credit Union Financial Counselor (CCUFC) through the Enhanced Financial Counseling Certification Program (FiCEP) or continuing this journey by signing up for our recertification program.  You're taking the next steps to help provide counseling services to your members so they can budget better, save smartly, pay down debt, and plan for the future.  We look forward to supporting you through this course and/or your recertification. Below are the important dates to hold on your calendar! Our orientation for the FiCEP program will be June 6, 2024, at 3 pm EST/2 pm Central. You will receive a calendar invite with the Zoom Meeting information a week before. You will receive all the information you need to start your journey at the orientation. The Review Webinar will be held virtually if you signed up for recertification. The date is TBD. FiCEP Orientation Webinar: June 5, 2025FiCEP Live Webinar: June 12 – September 18, 2025 (Every other Thursday at 3 pm EST/2 pm Central)FiCEP Virtual Exam Date: TBAFiCEP Virtual Make-Up Exam Date: TBA Please let me know if you have any questions between now and then. If you cannot make the scheduled orientation, it will be recorded for your reference. *Please note that once the FICEP registration deadline of May 8, 2025, has passed, refunds for the program cannot be issued. Refunds cannot be issued for students who leave the credit union during the FiCEP period. Substitutions can be made with another student from your credit union before May 8, 2025. However, the Foundation must be notified to make these changes. Kind regards. Lisa JarvisFoundation Foundation and Engagement Managerlis.jarvis@the-league.coop

The Credit Union Impact Foundation has partnered with America's Credit Union and CU Difference to offer an exceptional financial counseling training program for credit union staff and volunteers. The Enhanced Financial Counseling Certification Program (FiCEP) program combines self-study with instructor-led webinars and networking opportunities. Thanks to the generous support of our donors and sponsors, we can offer this enhanced FiCEP program at a lower cost. Participants who successfully complete the program and exam earn the prestigious Certified Credit Union Financial Counselor (CCUFC) designation. This certification demonstrates proficiency in critical financial counseling skills and concepts, empowering participants to provide superior service to credit union members and guide them toward greater financial stability. Registration fees are per person and include nine webinars, an exam prep webinar, PDF books, group exam proctoring,  a virtual training workshop, and access to the FiCEP Connect network. Pricing is as follows: <ul><li>Register 1-5 participants: $799 per person/$999 per non-member</li><li>Register 6-10 participants: $699 per person/$899 per non-member</li><li>Register 10+ participants: $649 per person/$849 per non-member</li><li>Credit Unions that are a part of America's Credit Union Bundle can take part in the Enhanced FiCEP Program for $149 per person. A 15% discount is available for groups of 10 or more.  </li></ul>Please note that once the May 8, 2025, registration deadline has passed, refunds for the program cannot be issued. Refunds cannot be issued for students who leave the credit union during the FiCEP period. Substitutions can be made with another student from your credit union before May 8, 2025. However, the Foundation must be notified to make these changes.

Credit Union Impact Foundation

2025 FiCEP / FiCEP Recertification

FiCEP LCUA Member Rate

US$799

FiCEP Non-Member Rate

US$999

Hard copy of the book

US$100

FiCEP Recertification

US$399

FiCEP America's Credit Union Bundle Participant

US$149

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