CUNA's new CU-specific investment school includes designation
April 29, 2015
MADISON, Wis. (4/30/15)--The new CUNA Investment Certification Schools, set for Oct. 18-23 in Phoenix, will offer attendees credit-union specific investment training and a five-step program for developing an investment portfolio.
Held for the first time this year, CUNA Investment Certification Schools will strengthen attendees' investment management skills and improve their credit unions' processes and operations by guiding investment strategy.
"There isn't much available in the way of credit union-specific investment training," said James Carrick, CUNA vice president of learning events. "CUNA Investment Certification Schools fill that void and ensure credit union professionals understand the unique factors affecting their institutions' investment strategies."
The event is presented in collaboration with The Rochdale Group Inc., CUNA Mutual Group and Performance Trust Capital Partner LLC. Led by industry experts with advanced knowledge of National Credit Union Administration regulations and system partners, the program employs a five-step approach to investments to help attendees interact with brokers, make risk/reward decisions and develop a strong investment portfolio.
The school is available in two sessions--fundamentals and advanced. Upon completing both sessions and passing all required exams, attendees will be able to earn their Credit Union Investments Expert (CUIE) designation.