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Fiduciary Duty and Risk Tolerance in Public Investing
Educational Training | Fiscal Officer
| Townships are entrusted with the critical responsibility of managing public funds with integrity, transparency, and foresight. This course provides a comprehensive framework for understanding fiduciary duty, developing investment strategies that reflect both legal obligations and the goal of generating returns, and understanding the role of the fiduciary. Participants will learn how to balance risk tolerance with the duty to preserve capital, ensure liquidity, and achieve reasonable returns. |
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*This course has been approved for one (1) hour of Fiscal Integrity Act (FIA) credit with the Auditor of State's office and one (1) hour of CPIM credit through the Treasurer of State's office. The information to report these credits is held within the recording.
Non-Member Price:
$30
Member Price:
$20
