You’ve mastered basic financial concepts—now it’s time to take your knowledge to the next level and develop skills to help chart your credit union’s financial strategy and risk management programs. The Intermediate Academy is ideal for professionals with a basic knowledge of financial concepts who want to supplement their on-the-job training with formal, intensive instruction.

Topics include:

• Introduction to Asset-Liability Management
• Orientation to Debt Markets
• Developing Risk Management Policies
• Investment Case Studies
• Managing the Risk Taking Process

Participants earn 12 CPE credits.

• Management staff and elected officials who have mastered basic financial management concepts
• Professionals who wish to supplement their on-the-job training with more formal instruction