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



Cross Council Event Schedule

Date Discipline Title Type Tuition  

CUNA - League Compliance Resources

ROUNDTABLEFree to Council membersRegister
07.13.2016 07.27.2016
M & BD

Marketing Compliance E-School

ESCHOOL$795, Council members get 10% offRegister
More Info

Auditing For TRID Compliance webinar

WEBINAR$438 non-member price, $219 CUNA member price, Council members get 10% offRegister
More Info

10 Common Mistakes in ALM Modeling

ROUNDTABLEFree for Council membersRegister

The Tech Council Oscars: Great Ideas from the Excellence Awards

ROUNDTABLEFree for Council membersRegister