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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.

-Bonny K. Lynn, Coconino County Treasurer

featured publications

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new course offerings

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

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