PFIA Curriculum

Public Funds Investment Act Compliance

  • Understand the history of the Public Funds Investment Act
  • Understand the requirements of the Act
  • Understand the Investment Officer's responsibilities
  • Identify whether or not their organization is in compliance with the Act

Safekeeping and Custody

  • Understand the requirements of the Public Funds Collateral Act
  • Understand the roles of a safekeeping agent and a collateral custodian and the documents related to these services