Learn more about Member Benefits
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.
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This designation can be earned by completing one of the following training options:
This certification is beneficial for senior management-level finance professionals, CFOs, CEOs, and anyone else with an interest in credit union investment strategy.
You can recertify your designation by attending the live or recorded CUNA Latest Trends in Investments eSchool.