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. 

You’ll leave with:

• Comprehensive investment knowledge. Build a strong foundation in investment structures, cash flows, and portfolio management. 
• Key financial principles and strategies. Master yield, duration, spreads, and advanced risk/return benchmarks. 
• Real-world applications. Engage in case studies, 1:1 coaching, hands-on simulations, and live evaluations. 
• Collaborative learning. Gain insights from other credit union employees and learn from their experiences. 
• Advanced tools and resources. Access a workbook for advanced topics and explore unique perspectives on investments. 
• Onsite expertise. Work through questions with Performance Trust University experts available onsite. 
• Certification preparation. Receive focused reviews and resources to excel in both Fundamentals and Advanced CCUIP exams. 

This program provides comprehensive education through two key courses: 

Fundamentals of Investment Management

Learn the basics of investment structures, portfolio management, and risk, including:

• Comprehensive investment foundations. Understand basic structures like CDs, treasuries, floating rate securities, and mortgage-backed securities. 
• Key financial principles and applications. Learn yield, duration, and spreads, and avoid common misapplications. 
• Real-world portfolio management. Customize policies, manage brokers, and ensure alignment with goals. 
• Preparation for certification. Get ready for the CCUIP Fundamentals exam with focused reviews and resources. 

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. Topics include:

• Advanced risk/return strategies. Create risk and return benchmarks and optimize decision-making. 
• Interactive and hands-on learning. Participate in exercises, live evaluations, and case studies. 
• Total return scenario analysis. Compare projected and actual returns to refine decision-making. 
• Preparation for certification.  Prepare for the CCUIP Advanced exam with in-depth reviews and practice.

This school is designed for:

Credit union professionals working in Finance, including CFOs, CEOs, controllers, accountants, Presidents, Financial Analysts, Investment professionals, Asset Liability Professionals and Credit Union Board Members.