Live In-Person, School & Conference
Event Date: September 16 - September 20, 2024
Hone your investment expertise
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).
Who Should Attend
This school is beneficial for CEOs, controllers, accountants, presidents, financial analyst, investment professional and comptrollers.
Need Help?
Need help accessing member pricing (available to both CUNA and NAFCU members)? Contact 800-356-9655 or hello@americascreditunions.org.
America's Credit Unions and your designation(s):
Our commitment is to continue serving your professional development needs. Active, unexpired designations, and designations and training earned in 2024 will be fully recognized by America’s Credit Unions.