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.
Mandatory for Treasurers; Elective for Deputies
Short Term Investments
Mandatory for Deputy Treasurers
Mandatory for Treasurers