Investment Officer Training

The next Investment Officer training conducted by First Public will take place at the TASA | TASB Convention. Additional trainings will be posted on this page when they become available.

Public Funds Investment Act

Certain rules under the Texas Public Funds Investment Act require the treasurer, the chief financial officer (if the treasurer is not the CFO), and the investment officer of a local government to comply with the following training requirements.

Municipalities and school districts

  • Initial training: 10 hours within the first 12 months
  • Renewal training: Eight hours every two years
  • Two-year training period: Based on entity's fiscal year

Other local governments

  • Initial training: 10 hours within the first 12 months
  • Renewal training: 10 hours every two years
  • Two-year training period: Based on entity's fiscal year

Investment Officer Training must cover these topics:

  • Investment controls
  • Security risks
  • Strategy risks
  • Market risks
  • Diversification on investment portfolio
  • Compliance with the Public Funds Investment Act (PFIA)

For more information, contact Tammy Davis, Director of Investment Operations/Chief Compliance Officer, First Public at 800.558.8875 or email tammy.davis@firstpublic.com.