Investment Certification School 2026
Investment Certification School 2026
Overview
Limited seats available! This event is expected to sell out soon; only a handful of seats remain. Register today to ensure you don’t miss out! |
Elevate your credit union’s investment strategy
Earn your Certified Credit Union Investments Professional (CCUIP)™ designation while gaining the tools to maximize returns, manage risk, and align investments with your organization’s goals. Through expert-led sessions, case studies, and interactive exercises, you’ll develop the skills to make informed investment decisions and strengthen your credit union’s financial health.
Two tracks. One seamless learning experience.
Investment Certification School offers two consecutive courses: Fundamentals and Advanced, scheduled back-to-back, allowing you to complete both in a single trip. Participants who complete both tracks and pass the exams earn the prestigious CCUIP designation. Completing both tracks in the same trip also minimizes travel and reduces overall costs.
Fundamentals Track: August 24-26, 2026
Advanced Track: August 26-28, 2026
What you'll learn
Build your foundation in credit union investments.
- Comprehensive investment foundations: Understand CDs, treasuries, floating-rate securities, and mortgage-backed securities.
- Key financial principles: Learn yield, duration, spreads, and avoid common misapplications.
- Real-world portfolio management: Customize policies, manage brokers, and ensure goal alignment.
- Exam preparation: Focused reviews and resources to help you succeed on the CCUIP Fundamentals exam.
Deepen your credit union investment expertise.
- Advanced risk and return strategies: Create benchmarks and optimize decision-making.
- Hands-on learning: Participate in exercises, live evaluations, and case studies.
- Total return analysis: Compare projected and actual returns to refine decision-making.
- Exam preparation: In-depth reviews and practice for the CCUIP Advanced exam.
Who should attend
This school benefits credit union finance professionals, including:
- Credit union CFOs and CEOs
- Credit union controllers, accountants, and financial analysts
- Credit union investment professionals and asset liability managers
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details.
Designations
Schedule
Explore the Fundamentals and Advanced Track schedules below. Get ready for expert-led sessions, hands-on exercises, case studies, peer networking, and strategies you can immediately implement at your credit union.
Pricing & Registration
Members in multiple categories receive the lowest price.
Member discounts
All credit unions are invited to register for this event. Members receive a significant discount. Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 10%
- League staff save 20%
- Multi-attendee discount - Register four attendees and get the 5th free (Note: Please include all registrations in the same order for the discount to apply)
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied. Unsure of your eligibility or need help accessing member pricing? Contact us at (800) 356-9655 or [email protected].
Hotel & Travel
Recommended travelArrive
Depart
Nearest airport: O’Hare International Airport (ORD) |
Stay just steps from Michigan Avenue and minutes from the Riverwalk, Navy Pier, world-class dining, and iconic shopping—ideal for exploring Chicago. Enjoy easy access to the city’s top attractions, whether you’re strolling along the Magnificent Mile or discovering hidden gems nearby. After a busy day, retreat to a stylish room or take a dip in the indoor pool, all in the heart of the city.
ACCOMMODATIONS
Hyatt Centric Chicago Magnificent Mile
633 North Saint Clair
Chicago, IL 60611
Hotel Reservation: (888) 891-1234
Room Rate: $254 (including taxes)
Hotel reservation deadline: Friday, July 31, 2026*
*Room rates and availability cannot be guaranteed. Rooms may sell out before the reservation deadline, so we recommend making your reservations early. Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference America's Credit Unions.
BOOK YOUR FLIGHT
Discounted airfare through our airline partners:
Delta Airlines
- Book online here
- Call to book: (800) 328-1111 (Mon. through Fri. from 8:00 a.m. – 6:30 p.m. ET) and use code NY3XT
*Please note there is not a service fee for reservations booked and ticketed via our reservation 800 number.
United Airlines
- To make flight reservations online please click on discount code ZR7G651311
- Call to book: (800) 426-1122 (Mon. through Fri. from 8:00 a.m. – 6:30 p.m. ET) and use code ZR7G651311
Attendee Info
CPE details
In order to be awarded the full credit hours, you must attend each live session and complete the polling questions.
|
Live participants will earn |
Field of study |
Delivery method |
|---|---|---|
Fundamentals:
|
Finance - Technical |
Group live |
America’s Credit Unions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Code of Conduct
We are committed to making every event experience welcoming, respectful, and safe.
Cancellations and substitutions
- Cancellations must be submitted in writing to [email protected] with a brief explanation. Cancellations received more than 30 days before the event are subject to a 25% administrative fee. No refunds will be granted for cancellations received on or after 30 days before the event.
- Substitutions are accepted before the start of the program. Additional fees may apply. Please include the event name, current participant, and new participant name when requesting a substitution to [email protected].
Sponsors
Thank you for your interest in sponsoring Investment Certification School.
America’s Credit Unions events provide great opportunities to build relationships and get your brand in front of credit union leaders around the country. More details on sponsorships for this event can be found on our Exhibiting & Sponsorship Opportunities page.