School Event

CUNA Investment Certification Schools

08.12.2019 - 08.16.2019 (finance)

August 12-16, 2019 | Chicago, IL

Hone your investment expertise

 CUNA Investment Certification SchoolsA reliable, strategic investment program can set your credit union apart from competition, allowing you to grow while providing new value for members. Make sure you have the tools at your disposal to maximize your organization's returns.

Gain comprehensive education in investments by completing both programs at this school:

  • In Fundamentals of Investment Management, you'll receive indispensable background of basic investment structures, portfolio management and risk 
  • Then, in Advanced Investment Strategies, you'll dive deeper with mathematical concepts and applicable case studies, helping you put theory into practice
  • Finally, you'll be prepared to pass your exam and become a Certified Credit Union Investments Professional (CCUIP)

Who Should Attend?

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

This event is endorsed by the CUNA Finance Council.


More Information  Register

 

August

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
08.12.2019 08.16.2019
FINANCE
 

CUNA Investment Certification Schools

SCHOOL$1,995 ($2,195 after 06/12/2019) Council members get 10% offRegister
More Info
 
08.20.2019
O & ME
M & BD
HR & OD
 

The (un)Sales Meeting: Making Training Memorable to Get Results

ROUNDTABLEFree for Council members 
 
08.20.2019
FINANCE
CEO
 

Investments Update - Where do we go from here?

ROUNDTABLEFree for Council members 
 
08.19.2019 08.21.2019
O & ME
 

CUNA Member Experience, Sales & Service School

SCHOOL$1,395 ($1,595 after 06/19/2019) Council members get 10% offRegister
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08.27.2019
TECH
O & ME
FINANCE
CEO
 

CUFX Success Stories

ROUNDTABLEFree for Council membersRegister
 
 
08.28.2019
M & BD
 

An Insider's Guide to the Awards Programs

ROUNDTABLEFree for Council members 
 
08.29.2019
O & ME
TECH
 

The Shifting Payments Landscape - Can Credit Unions Afford to Stay out of the Weeds?

ROUNDTABLEFree for Council members