Get this course ($225.00)

Finance → Texas PFIA Bundles

PFIA 8 Hour (2024) (VLC_PFIA_8)


Description
In accordance with the Texas Public Funds Investment Act ( https://statutes.capitol.texas.gov/Docs/GV/htm/GV.2256.htm ), this course is a bundle of eight (8) separate training courses to provide a eight (8) hour training certificate of required PFIA Training. The individual courses are :

Section 1 - Investment Policy Development
Section 2 - Risk Management
Section 3 - Fundamentals of all Securities
Section 4 - US Treasury Securities
Section 5 - US Agency Securities
Section 6 - Certificate of Deposit
Section 7 - Pools and Funds
Section 8 - Reporting

TDLR Course #: 28767

Content
  • Investment Policy Development
  • 2.1 Introduction
  • 2.2 Developing the Policy
  • 2.3 Necessary Elements (Part I)
  • 2.4 Necessary Elements (Part II)
  • 2. 5 Necessary Element (Part III)
  • -Test Investment Policy Development
  • Risk Identification and Management
  • 3.1 Introduction
  • 3.2 Credit , Liquidity Risk
  • 3.3 Market Volatility, Collateral Risk
  • 3.4 Reinvestment, Extension, Overall Control
  • -Test Risk Identification and Management
  • Fundamentals of all Securities
  • 5.1 Introduction
  • 5.2 Book-Entry Securities and Fed Wire
  • 5.3 Two Types of Basic Security Structure
  • -Test Fundamentals of all Securities
  • US Treasury Securities
  • 6.1 Introduction
  • 6.2 US Treasury Securities
  • 6.3 Treasury Notes and Bonds
  • -Test US Treasury Securities
  • Agencies and Instrumentalities
  • 7.1 Introduction
  • 7.2 Variety in Agency Debenture Securities
  • 7.3 Mortgage, Backed and Collateralized Securities
  • -Test Agencies and Instrumentalities
  • Certificate of deposit
  • 8.1 Introduction
  • 8.2 Simple CD's
  • 8.3 DIfferent Types of CD's
  • -Test Certificate of Deposit
  • Pools and funds
  • 10.1 Introduction
  • 10.2 Bond and Short Term Funds
  • 10.3 Types of Pools
  • -Test Pools and Funds
  • Reporting
  • 11.1 Introduction and Compliance
  • 11.2 Key Elements
  • 11.3 Yield and Pricing
  • 11.4 Report Types
  • -Test Reporting
  • PFIA Eight (8) Hour Course Completion Survey
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 2 years
Back