Public Treasury Institute's 'Investment Plan' continuing education program is the finest such program in the country. Practical, flexible, very useful.
-Fred Keeley, Treasurer, County of Santa Cruz, California
Our participation in the web-based course, Creating MyINVPlan, taught by Ben Finkelstein, was well worth doing. I had taken the Institute’s first investment planning course and the format of this second class was ideal for completing our own written investment plan. Coconino County now has a new Investment Plan, which accompanies our existing Investment Policy. Our written plan makes an impressive document along with the charts and graphs. I used it to make a presentation to our Board of Supervisors on the soundness, risk management, and security of my investments.
