Investment Certification School: Fundamentals & Advanced

August 7, 2023August 11, 2023

Brought to you by the CUNA Education Alliance

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).

Early Bird Price: $1,695 – $2,295

CUNA Member Price: $1,895 – $2,495

Non-Member Price: $3,790 – $4,990

Professional Development Grants available to attend.


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Melanie Shaner
Melanie Shaner Director, Member Success E: mshaner@ohiocul.org
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