Gain a basic understanding of investment choices that members may find at credit unions and investment options that compete for members’ savings dollars. This course will provide base knowledge on securities markets, stocks, bonds, and mutual funds, as well as annuities. Staff will understand how to promote your credit union as the foundation of a solid financial plan.
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Topics include:
• Investment Basics
• Securities Markets
• Stocks
• Bonds
• Mutual Funds
• Annuities
• Real Estate and Other Tangible Assets
• Credit Union as the Foundation of a Solid Financial Plan
This course is a recommended course in the following learning plans:
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CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.
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