Investment Certification School 2025

August 25, 2025 at 8:00 am – August 29, 2025 at 5:00 pm

Hone your investment expertise

Elevate your credit union’s investment strategy and stand out from the competition by learning what it takes to create a reliable and strategic investment program. Make sure you have the right tools to maximize your return.

This program provides comprehensive education through two key courses:

Fundamentals of Investment Management: Learn the basics of investment structures, portfolio management, and risk.

Advanced Investment Strategies: Dive deeper into mathematical concepts and practical case studies, helping you put theory into practice. PLUS! Earn your Certified Credit Union Investments Professional (CCUIP) designation, good for three years, when you pass the exam.