Office hours are
Monday – Friday
9:00am – 5:00pm EST

(301) 229-6566


Fundamentals of Public Investing

This four hour course offers both the new and tenured public investor practical instruction and ideas to create a safe and viable investment program. The in-depth learning experience offers attendees the rare opportunity to actively participate.

Using a total cash management approach to investing( from collections to disbursements) participants will work together to build an investment program that:

  • takes into account their unique cash flow and risks
  • incorporates necessary controls to protect the organization’s funds
  • allows the investor flexibility to adapt to changing conditions in the market and their organization

This course is for the busy public investor who seeks a practical approach to investing!

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Developing Your Investment Plan - Live, On-Line; Fundamentals of Public Investing- On-Site Workshop

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