Hone your investment expertise

Earn the Certified Credit Union Investments Professional (CCUIP) designation and demonstrate mastery of the essential knowledge needed to manage and guide credit union investment.  

Top reasons to earn the CCUIP designation:

  • Gain recognized skills to review and evaluate your credit union’s investment portfolios and processes.
  • Connect with and learn from industry experts.
  • Signify your dedication by earning the CCUIP designation. 

Attend Investments Fundamentals and Advanced training and successfully complete the associated exams. 

  1. Register for either Investment Certification School: Fundamentals* or Investment Certification eSchool: Fundamentals.
  2. Attend required training and successfully complete the Fundamentals exam.
  3. Register for Investment Certification School: Advanced.*
  4. Attend and successfully complete the Advanced exam.

*Attendees interested in attending both the Fundamentals and Advanced training in-person may register for both at a discount. 

Senior management-level finance professionals, CFOs, CEOs, and anyone else with an interest in credit union investment strategy. 

Attend a qualifying America’s Credit Unions event within three years of certification, or last recertification, date. Qualifying events include:

  • Latest Trends in Investments eSchool