Summer session of CUNA Fundamentals of Investment Management eSchool to run May 4 – July 6

WASHINGTON, DC (May 3, 2016) — Credit Union National Association (CUNA) has announced that CUNA Fundamentals of Investment Management eSchool—a series of webinars that provides an all-inclusive education on core concepts in credit union investments—is being held May 4 – July 6, 2016.

“A credit union’s approach to investments considerably affects its ability to grow and compete in the financial services industry,” said James Carrick, learning events VP for CUNA. “CUNA Fundamentals of Investment Management eSchool makes it easy for finance professionals to learn the factors that go into a successful investment strategy, enabling them to develop a stronger, more informed approach.”

The eSchool is comprised of 10 ninety-minute sessions, hosted by Brian Smith-Vandergriff, a partner at Financial Management Services, Inc. and frequent speaker on credit union finance. The eSchool emphasizes practical knowledge and offers a five-step approach to investment portfolio management.

Topics covered in the eSchool include:

  • Risk and return
  • Market analysis
  • Interest rate risk
  • Accounting, monitoring & reporting to board
  • Asset-backed securities (ABS)

To learn more and register for the eSchool, click here.

Students who wish to continue their studies are encouraged to attend CUNA Investment Certification School: Advanced Investments Strategies, which will be held August 8-10, 2016, in Chicago. To learn more about and register for this school, visit

About CUNA

Credit Union National Association (CUNA) is the only national association that advocates on behalf of all of America’s credit unions, which are owned by 135 million consumer members. CUNA, along with its network of affiliated state credit union leagues, delivers unwavering advocacy, continuous professional growth and operational confidence to protect the best interests of all credit unions. For more information about CUNA, visit To find your nearest credit union, visit


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