CUNA Investment Certification Schools (Fundamentals & Advanced)

CUNA Investment Certification Schools (Fundamentals & Advanced)
InterContinental Chicago Magnificent Mile
505 N Michigan Ave Chicago IL 60611-3827
Product Code:
Chris Carney
  • $2,195.00
    $1,995.00 CUNA Member Price
  • Early bird discount valid through June 12, 2019
  • Non Member Price $4,390.00
  • Learn how to become a member here:

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The Investment Certification School attendees will cover case studies, 1:1 coaching, & simulations. Other topics include key principles & financial characteristics, cash flows, MBS, CMO, etc. By learning portfolio management & managing broker relationships, attendees will be able to look at different way of looking at investments. Presented in partnership with Performance Trust, who will be onsite to work through questions and help as you learn from other credit union employees about their experiences.

Who Should Attend

This School is beneficial for Finance, CFO, CEO, controllers, accountants, presidents, financial analysts, investment professionals, comptrollers and credit union staff who are interested in learning how to manage investments.

This event is endorsed by the CUNA Finance Council.

Please visit the CUNA Investment Certification School website for additional information.

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