Skip to main content

CUNA Investment Certification School

August 8-12, 2022
Chicago

Overview

A reliable, strategic investment program can set your credit union apart from competition, allowing you to grow while providing 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, you'll get indispensable background on basic investment structures, portfolio management and risk.

Then, in Advanced, 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).

This event is endorsed by CUNA Finance Council.