Investment Certification eSchool: Fundamentals 2025
Investment Certification eSchool: Fundamentals 2025
Overview
Build a strong foundation in credit union investment management with this comprehensive eSchool. Designed for finance professionals, this program provides essential knowledge on investment structures, portfolio management, risk assessment, and key financial principles. Expert-led sessions will cover topics such as cash flows, mortgage-backed securities, risk/return requirements, governance policies, and regulatory considerations. This eSchool also prepares you for the Certified Credit Union Investments Professional (CCUIP) exam and designation. To earn the designation, participants must also attend the Investment Certification School (ICS): Advanced in-person event and successfully complete the ICS: Advanced exam.
This learning opportunity is part of the complete Training Bundle 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.
Schedule
Sessions
Tuesday, May 6, 2025 | 1:00 - 2:30 p.m. CT
Gain a fundamental understanding of commonly held investments and the application of key financial characteristics. We will discuss basic investment structures, bullet – CD, treasury and agency, floating rate securities, callable, and step-up callables.
Thursday, May 8, 2025 | 1:00 - 2:30 p.m. CT
Learn key financial characteristics, the proper application and common misapplications. Topics include yield, spread, WAL, time value of money, durations (McCauley, Modified, Effective, Spread), option adjusted spread, and term structure of interest rates.
Tuesday, May 13, 2025 | 1:00 - 2:30 p.m. CT
Learn about common issues, implications, and the basics of mortgage-backed securities. Attendees will also cover key financial characteristics that should impact risk adjusted returns.
Thursday, May 15, 2025 | 1:00 - 2:30 p.m. CT
Learn about common issues, implications, and the basics of collateralized mortgage obligations. Attendees will also cover key financial characteristics that should impact risk adjusted returns.
Tuesday, May 20, 2025 | 1:00 - 2:30 p.m. CT
Learn how to show the board and asset/liability committee (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.
Thursday, May 22, 2025 | 1:00 - 2:30 p.m. CT
All previously discussed issues come together in the development of the investment, liquidity, interest rate risk, and concentration risk policies. During this session, you will learn how to customize policies given the unique characteristics of each credit unions.
Tuesday, May 27, 2025 | 1:00 - 2:30 p.m. CT
Address monitoring your investment portfolio, explore portfolio reporting, learn rebalancing alternatives, learn the mechanics of the trade, and explore safekeeping and selecting a safekeeping agent.
Thursday, May 29, 2025 | 1:00 - 2:30 p.m. CT
Hear from an industry expert on a portfolio manager's approach to managing broker relationships and counterparty exposures.
Tuesday, June 3, 2025 | 1:00 - 2:30 p.m. CT
A portfolio management discussion designed to show the deployment of portfolio strategy, reinforce lessons learned, and prepare the group to identify the proper application/misapplications of key financial concepts.
Thursday, June 5, 2025 | 1:00 - 2:30 p.m. CT
This review session will help prepare you for the Certified Credit Union Investments Professional (CCUIP) Fundamentals exam. Materials will be reviewed, and you may ask questions.
Pricing & Registration
Member
Non-Member
Investment Certification eSchool: Fundamentals 2025
Investment Certification eSchool: Fundamentals 2025
Investment Certification eSchool: Fundamentals 2025 | On Demand
Investment Certification eSchool: Fundamentals 2025 | On Demand
On Demand Only Option
Order Investment Certification eSchool: Fundamentals 2025 | On Demand
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
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.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe.
How to access
Our webinars and eSchools use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Virtual Cancellations
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to hello@americascreditunions.org. Cancellations received more than 7 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 7 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant and new participant name to hello@americascreditunions.org.
On Demand Cancellations
Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective Products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions please contact hello@americascreditunions.org.