Corporate Central Credit Union announced this week that Chad Ullenberg, CCUIP, Investment Analyst, has completed the certification for the CFA Institute Investment Foundations Program.
The Investment Foundations Program is a comprehensive global education program that provides a clear understanding of investment industry essentials. The certificate program sets a new standard of industry knowledge and ethical awareness, thereby improving firm-wide communication, enterprise risk management, and employee engagement.
“Chad has shown initiative and diligence in his ongoing efforts to expand his knowledge and abilities,” said Nick Fanning, Senior Vice President / Chief Financial Officer at Corporate Central. “Corporate Central places a strong emphasis on employee education and growth, which is a definite win-win for both the employees and the members of Corporate Central. Chad was up to the challenge and should be very proud of his accomplishment.”
“The Investment Foundations Program helped deepen my understanding of global financial products, debt securities, equity securities, risk management, financial statements, microeconomics, and macroeconomics,” Ullenberg said. “This certificate, coupled with the CCUIP certificate, helps broaden my understanding of financial instruments to better meet the needs of our members.”
The program covers modules on industry overview, ethics and regulation, inputs and tools, investment instruments, industry structure, serving client needs, and industry controls. The program materials contain a total of 20-chapters, and it requires approximately 100-hours of study time on average to prepare for the exam.
Chad Ullenberg, CCUIP, Investment Analyst.