School Event

CUNA Investment Certification Schools

09.11.2017 - 09.15.2017 (cfo)

September 11-15, 2017 Chicago, IL

Establish your investment expertise

Investments knowledge is a serious advantage in the credit union industry. With the proper training, you can find ventures that protect your credit union’s assets while generating significant new value for your members. For a complete education in credit union investments, attend both in-depth programs:

  • In Fundamentals of Investment Management, you’ll learn about the various securities available to credit unions, the regulations affecting your investments, and a five-step approach to speculation. 
  • Then, in Advanced Investment Strategies, you’ll learn mathematical principles for securities and discover an analytical framework to optimize your investments.
  • By completing both schools, you’ll be prepared to make your investment knowledge official by taking the exam to become a Certified Credit Union Investments Professional (CCUIP).

CUNA CFO Council LogoThis event is produced by CUNA Center for Professional Development and endorsed by CUNA CFO Council.

Who Should Attend?
Senior management-level finance professionals, CFOs, CEOs, and anyone else with an interest in credit union investment strategy.

 


More Information  Register

 

August

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
08.02.2017
TECH
O & ME
M & BD
LENDING
CFO
HR & OD
CEO
 

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CEO
CFO
 

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CEO
CFO
HR & OD
LENDING
M & BD
TECH
O & ME
 

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M & BD
 

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ROUNDTABLEFree for Council membersRegister
 
 
08.14.2017 08.16.2017
CEO
CFO
 

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CONFERENCECUNA members $1,295 ($1,495 after June 14, 2017) Non-members $2,990Register
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TECH
 

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ROUNDTABLEFree for Council membersRegister