School Event

CUNA Investment Certification School

10.18.2015 - 10.23.2015 (finance)

October 18-23, 2015 Phoenix, AZ

Building blocks to investments

Strengthen your investment management skills and improve your process and operations by guiding your credit union investment strategy at CUNA Investment Certification Schools. Led by industry experts with advanced knowledge of NCUA regulations and system partners, the program utilizes a five-step approach to investments to help you to interact with brokers, make smart risk/reward decisions and develop a strong investment portfolio.

This event is in collaboration with The Rochdale Group, Inc., CUNA Mutual Group and Performance Trust Capital Partners, LLC.

Available in two sessions (Fundamentals and Advanced), each provides a unique lens to investments. Plus, upon completing both the fundamentals and advanced programs, and passing all required exams, attendees will be able to earn their Credit Union Investments Expert (CUIE) designation.

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

Fundamentals of Investment Management
October 18-20, 2015 • Phoenix, AZ
$1,295 ($1,495 after September 23, 2015)

Ideal for CFOs, finance professionals, chief investment officers, investment analysts and accountants, controllers, auditors, risk managers, directors, ALCO members, volunteers and CEOs.

Topics covered include fundamentals of return investment, fundamentals of risk measurement, introduction to portfolio management process and security selection. See more.

Advanced Investment Strategies
October 21-23, 2015 • Phoenix, AZ
$1,295 ($1,495 after September 23, 2015)

Ideal for CFOs, finance executives, chief investment officers, CEOs and investment professionals.

Topics covered include collateralized mortgage obligations, adjustable rate mortgage, standard in due diligence, corporate and municipal securities. See more.

Earn your certification in five days

   Save and attend both for $1,999 ($2,199 after September 23, 2015)   
   October 18-23, 2015 • Phoenix, AZ

More Information  Register



Cross Council Event Schedule

Date Discipline Title Type Tuition  

A Practical Guide to Meeting New FASB Requirements for ALLL

ROUNDTABLEFree for Council Members 
10.18.2015 10.23.2015

CUNA Investment Certification School

SCHOOLVaries based on program selectedRegister
More Info

Collections - Dealing with the Problem Member

WEBINAR$219, Council members get $50 discountRegister
More Info

Financial Statements & Key Ratios – Critical Concepts for HR & Organizational Development Pros

ROUNDTABLEFree for Council membersRegister

CUNA’s Economic Update

ROUNDTABLEFree for CFO Council members, others $219Register