This course helps participants understand the basic investment-related responsibilities of the board, management and supervisory committee. It will identify the reasons for investing; what is permissible and the types of risks involved with investing. Participants will be able to identify the players involved in the investment market, as well as become knowledgeable about what should be presented in the board packages for review.

Contents
• The Board/Management Partnership
• Economic, Financial Underpinnings
• Identifying and measuring investment risks
• Investment Regulations for Federally Insured Credit Unions
• Asset/Liability Management: Key to Successful Investing
• Building Successful Relationships
• Policies and Procedures
• Investment Strategies: A Discussion

By successfully completing the optional exam, you can earn 2 credits for the CUNA Volunteer Certification Program (Level 1, Safety & Soundness) toward your Certified Credit Union Volunteer designation.