Investment Events
Seminar Series
September 2026
Emerging Issues in Investments and Derivatives – In Person
Notice: This course will be held in-person in Kansas City. We will not be offering a virtual option for the Emerging Issues course this year. This course is dedicated to new developments in the investments and derivatives world and the challenges for auditors that results. With all of the risk inherent in this highly complicated area, it is critical to stay ...
October 2026
CIDA Review Course – Virtual
The Certified Investments & Derivatives Auditor (CIDA) designation is a globally accepted certification for investments and derivatives auditors and remains the standard by which individuals demonstrate their professionalism in the investments and derivatives auditing field. With a CIDA credential, you distinguish yourself beyond your job title while gaining a sense of personal satisfaction. Earning the CIDA designation highlights your knowledge, ...
CIDA Exam 2026
The CIDA Fall exam will be offered on October 26, 2026. Cost is $400 for domestic candidates and $445 for international candidates. Price includes a non-refundable registration fee of $75 for domestic candidates and $120 for international candidates. Important Update: In 2027, Certified Investment and Derivative Auditor (CIDA) will be converted from a “certification” to an on-demand certificate. The Fall ...
December 2026
Auditing Derivative Activity through Data Analysis – Virtual
We are very excited to offer a class on Derivative Analytics once again this year. Barb Davison (ITCI) has teamed up with Elizabeth Scott from the State Board of Administration of Florida to deliver this very informative and critical session on using data analysis in your derivative audits. Derivatives are very difficult to audit as many of you know. When ...
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