School Event

CUNA Investment Certification Schools

09.11.2017 - 09.15.2017 (finance)

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).

This 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.

December