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Investment Essentials for Directors course (print)

Investment Essentials for Directors course (print)

Product Code:
V424M
This course helps participants understand the basic investment-related responsibilities of the board, management and supervisory committee.
Includes:
  • One CPD Online Complimentary Exam

  • $74.00
    Non Member Price
  • $37.00
    CUNA Member Price
 
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This course helps participants understand the basic investment-related responsibilities of the board, management and supervisory committee. It will identify the reasons for investing; what is permissible and the types of risks involved with investing. Participants will be able to identify the players involved in the investment market, as well as become knowledgeable about what should be presented in the board packages for review.

This is a CUNA Volunteer Achievement Program course.

Topics include:

  • The Board/Management Partnership
  • Economic, Financial Underpinnings
  • Identifying and Measuring Investment Risks
  • Investment Regulations for Federally Insured Credit Unions
  • Asset/Liability Management: Key to Successful Investing
  • Building Successful Relationships
  • Policies and Procedures
  • Investment Strategies: A Discussion

An optional online exam is available for this course through CUNA Professional Development Online (CPD Online). Additional exams can be purchased for $24.50 each.

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Have a question? Email or call 800-356-8010 ext. 3.