Investment Certification Fundamentals eSchool 2026
Investment Certification Fundamentals eSchool 2026
Overview
Investment Certification Fundamentals eSchool provides credit union finance and investment professionals with a strong, credit union-specific foundation in investment portfolio management. Designed as the first step toward earning the Certified Credit Union Investments Professional (CCUIP) designation, this program builds essential knowledge around investment structures, risk and return fundamentals, and portfolio strategy.
Through expert-led sessions, participants will explore how investment portfolios are built and managed as a disciplined process. Attendees will also gain insight into governance expectations, regulatory considerations, and the roles brokers, dealers, and boards play in effective investment oversight. This eSchool prepares participants for the CCUIP Fundamentals Exam and sets the stage for continued learning through the Investment Certification School: Advanced.
What you’ll learn
- How to approach investment portfolio management as a strategic, disciplined process
- Core concepts of investment risk, return, cash flows, and trade mechanics
- Key security types permissible for credit unions and their role in portfolio construction
- How interest rate risk, credit risk, and liquidity considerations impact investment decisions
- The use of conventional and emerging investment strategies, including mortgage-backed securities and derivatives
- Preparation strategies for the CCUIP Fundamentals Exam
Who should attend
- CFOs, CEOs, and senior finance leaders
- Accountants, controllers, and comptrollers
- Financial analysts and investment professionals
- New or emerging finance leaders responsible for investments
- Credit union professionals seeking to begin the CCUIP designation process
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details.
Designations
This learning opportunity is part of the complete Center for Professional Development (CPD) eSchools & Webinars series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Sessions
May 5, 2026 | 1:00 - 2:30 p.m. CST
Learning Objective: Understand the basic investment structures, the cash flows they provide, and the risks associated with these structures.
The candidate will gain a fundamental understanding of commonly held investments and the application of key financial characteristics. The following will be covered: basic investment structures, bullet–CD, treasury & agency, floating-rate securities, callable, and step-up structures.
May 7, 2026 | 1:00 - 2:30 p.m. CST
Learning Objective: Evolve from a collegiate to a capital markets level understanding of key financial principles.
Learn key financial characteristics, the proper application, and common misapplications. The following will be covered: yield, spread, WAL, time value of money, durations (McCauley, modified, effective, spread), option-adjusted spread, and term structure of interest rates.
May 12, 2026 | 1:00 - 2:30 p.m. CST
Learning Objective: Understand the benefits using benchmark investment portfolio and how it is developed.
Learn how to show the Board and ALCO the role the investment portfolio plays as part of the balance sheet, from first mitigating the net risk between shares and loans, generating returns, and aligning clear risk, return benchmarks based on balance sheet interest rate and liquidity risks.
May 14, 2026 | 1:00 - 3:00 p.m. CST
Learning Objective: Understand how MBS pools are built, CMOs reapportion the cash flows of mortgage pools, factors that impact cash flow volatility and developing cash flow expectations.
The following will be covered: mortgage-backed securities, collateralized mortgage obligations, common issuers and implications, and key factors that should impact cash flow volatility and risk-adjusted returns.
May 19, 2026 | 1:00 - 2:30 p.m. CST
All previously discussed issues come together as we review a comprehensive investment policy that incorporates credit risk, liquidity risk, interest rate risk, and concentration risk relative to the investment portfolio. During this session, you will learn how to customize an investment policy given the unique characteristics of your credit union.
May 21, 2026 | 1:00 - 2:30 p.m. CST
The following questions will be answered during this session. What role should the portfolio play at your credit union? What are the three rules of effective portfolio management? What habits do you need to embrace to be successful?
May 26, 2026 | 1:00 - 2:30 p.m. CST
The following will be covered: monitoring your investment portfolio, exploring portfolio reporting, learning rebalancing alternatives, learning the mechanics of the trade, exploring safekeeping, and selecting a safekeeping agent.
May 28, 2026 | 1:00 - 2:30 p.m. CST
A credit union portfolio manager will discuss one approach to identifying key relationships and the counterparty exposures that often misunderstood and overlooked.
June 4, 2026 | 1:00 - 2:30 p.m. CST
This review session will help prepare you for the Certified Credit Union Investments Professional (CCUIP) exam. Materials will be reviewed, and you may ask questions.
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].
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 |
|---|---|---|
16 CPE credits |
Finance - Technical |
Group Internet-Based |
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.
How to access
America’s Credit Unions hosts events on the following platforms:
- Zoom: All virtual events are hosted on Zoom. Some on-demand recordings are also available on this platform.
- Vimeo: Some on-demand events are available on Vimeo.
Your event platform will be communicated via email before the event.
Access instructions for virtual events
Virtual cancellations and substitutions
- Cancellations must be submitted in writing to [email protected] with a brief explanation. Cancellations received more than seven days before the event are subject to a 25% administrative fee. No refunds will be granted for cancellations received within seven days of 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.
On-demand cancellations and issues
All purchases are final. If your digital product arrives defective or incorrect, contact us within 48 hours of delivery. We will issue a replacement or refund at our discretion.
For questions, email [email protected].
