Advanced Short Term Investments

This class will cover the fundamentals fixed-income investing, including a detailed explanation of risk, investment instruments and investment strategies. We will help participants to develop a framework for a sound investment program (investment policy, safekeeping, broker/dealer due diligence, investment procedures, internal controls and portfolio reporting.) The course will also cover basic investment accounting and GASB reporting requirements.

Prerequisites
Short Term Investments
Mandatory for Deputy Treasurers
Elective
Mandatory for Treasurers
Elective
Course Location
Classroom
Classroom Points
14