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CNBS Institute Series

CNBS is the leading provider of investment & risk management training tailored to credit unions' unique needs.

The Institute Series provides continuing education that will benefit the attendees and their credit unions for years to come.

NCUA Regulations require that credit union managers have sufficient investment and ALM knowledge to perform their function, and that directors understand the risks being assumed by the credit union. The Institute Series is specifically designed to provide that knowledge and understanding.

All the attendees can feel confident that the Institute Series is not just a conference based on current market conditions. The series is designed to provide classroom-style investment education in an interactive environment.

CNBS Institute instructors have the balance sheet and investment expertise and regulatory knowledge to help you meet your credit union’s needs. Your unique objectives and challenges are our main consideration in determining Institute curricula.

Here are 3 reasons why you will not want to miss this important continuing education opportunity!

1. We focus on the portfolio management process, risk management, and the development of investment strategies for a variety of market conditions.
2. The series is designed to provide classroom-style investment and risk management education in an interactive environment.
3. Unlike sessions that focus on the "hot product of the day," this information will serve the attendee for years to come. Attendees can earn CPE credits (link to CPE credits) by attending the Institute Series. CNBS is a registered sponsor on the National Association of State Boards of Accountancy National Registry of CPE Sponsors.

Each year, CNBS offers all three tracks of the Institute Series - Advanced Financial Management, Investment Management, Risk Management and Introduction to Financial Management (link to description of tracks) - in popular destinations (link to locations page) like Las Vegas, Orlando and New Orleans.

CNBS is a registered sponsor on the National Association of State Boards of Accountancy National Registry of CPE Sponsors. The firm's status as a registered sponsor affirms the commitment to adhere to standards for the delivery of high quality continuing professional education. Click CPE (link to CPE page) for more information.

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