This designation can be earned by completing the following steps:
Step 1: Register for the CUNA Investment Certification School: Fundamentals
Step 2: Pass the Fundamentals exam
Step 3: Register for the CUNA Investment Certification School: Advanced
Step 4: Pass the Advanced exam
Note – Option 3: You may register for Fundamentals and Advanced face-to-face (this option provides a discount for those who want to attend Fundamentals and Advanced in the same week)
Past attendees recommend:
- Taking Fundamentals and Advanced in the same calendar year because the Advanced curriculum builds on the Fundamentals curriculum.
- Option 3 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.
These programs, as well as many others, are available to CUNA Training Bundle users at no additional cost.