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CUNA Investment Certification School

Event Date: August 07 - August 11, 2023


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 of Investment Management, you'll get indispensable background on 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).

This event is endorsed by CUNA Finance Council. Your Council member 10% discount applies.

Who should attend?

This school is beneficial for finance professionals and past attendees of FiCEP eSchool & FiCEP Update eSchool and CUNA Financial Management School or eSchool.