This designation can be earned by completing the following steps:
Step 1: Register for the CUNA Investment Certification School: Fundamentals
Option 1: Online eSchool*
Option 2: Face-to-face Fundamentals only
Step 2: Pass the Fundamentals exam
Step 3: Register for the CUNA Investment Certification School: Advanced
Option 1: Face-to-face Advanced only
Option 2: Face-to-face Fundamentals & Advanced (this option provides a discount for those who want to attend Fundamentals and Advanced in the same week)
Step 4: Pass the Advanced exam
Past attendees recommend:
- Taking Fundamentals & Advanced in the same calendar year because the Advanced curriculum builds on the Fundamentals curriculum.
- Taking Fundamentals & Advanced together face-to-face because presenters and tutors are available for individual help in person, and it is easier to remember the Fundamentals curriculum while attending Advanced in the same week.
*This eschool, as well as many others, are available to CUNA Training Bundle users at no additional cost.