“CUNA and Performance Trust have developed a comprehensive program for credit union personnel interested in receiving training related to investments. I found the process to be very well thought out and structured. The Fundamentals of Investment course provided an excellent foundation that could be built upon to transition students to the Advanced Investment Strategies course. The subject matter experts selected to present the materials were outstanding.” - Robert Schrock, Senior Vice President TLC Community Credit Union
The school will offer two in-depth programs. The first, Fundamentals of Investment Management, will teach attendees about the various securities available to credit unions, the regulations affecting investments and a five-step approach to speculation. The second, Advanced Investment Strategies, will reveal mathematical principles for securities and assist attendees in creating an optimal analytical framework for investments.
Individuals who complete both programs can then take an exam to earn their Certified Credit Union Investments Professional (CCUIP) designation.
Learn more at cuna.org/ics.