Education is the first step to improving financial performance, and the classroom setting is where the best education takes place. The ALM & Investment Academies offer instruction for students with basic to advanced knowledge of financial concepts. No prerequisites are required.

Introductory Academy: Topics include performance benchmarks, identifying and managing risk, and the basics of investments. Participants earn 9 CPE credits. Learn more.

Intermediate Academy: Curriculum includes asset-liability management, orientation to debt markets, developing an investment process, and managing legal and regulatory issues. Participants earn 12 CPE credits. Learn more.

Advanced Academy: Formal instruction will cover fixed income securities, investment strategy and execution, as well as numerous topical considerations. Participants earn 12 CPE credits. Learn more.