• Certified Credit Union Investments Professional (CCUIP) designation

    Be among the first to earn the Certified Credit Union Investments Professional (CCUIP) designation at CUNA Investment Certification Schools. This designation demonstrates knowledge of the most pertinent aspects of being a credit union investments expert. This designation is a great way to let others know you are a professional who has successfully demonstrated knowledge of the most pertinent aspects of being a credit union investments expert.

    This optional designation can be earned by completing one of the following training options and successfully completing proctored exams within the required timeframe:

    1. Earn the CCUIP designation in one year by attending CUNA Investment Certification Schools and successfully pass the two onsite exams.
    2. Earn the CCUIP by attending CUNA Investment Certification School: Fundamentals of Investment Management and successfully pass the onsite exam and in a subsequent year attend CUNA Investment Certification School: Advanced Strategies and successfully pass the onsite exam.
    3. Earn the CCUIP by attending CUNA Fundamentals of Investment Management eSchool, and successfully passing a proctored exam online upon completion of the eSchool. Then attend CUNA Investment Certification School: Advanced Investment Strategies and successfully pass the onsite exam.

    Who should certify? This certification is beneficial for senior management-level finance professionals, CFOs, CEOs, and anyone else with an interest in credit union investment strategy.


  • For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coopFor registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

  • Top Reasons to earn your CCUIP designation:

    • Earn recognition and be the professional your credit union turns to for investment expertise
    • Learn content specific to credit union investment efforts
    • Learn from real-world credit union investment experts as they provide you with the knowledge and skills to be a successful Certified Credit Union Investments Professional