Investment Policy Certification Program
Founded in 1983, the Washington Municipal Treasurers Association (WMTA) has provided the local governments of Washington with opportunities for education, networking, and working to improve and promote the treasury management profession.
One tremendous benefit of WMTA is the Investment Policy Certification Program, which has been assisting local governments with their investment policies since 1988. The importance of this program begins with realizing that an investment policy protects your investment officers and entity, and gives the broker/dealers who cover you clear direction of your investment goals. In addition, your governing board and the public will view this WMTA certification as your commitment to a quality investment program and ultimately, the safety of your entity's funds.
Costing only $60, you will receive the expertise of WMTA's policy review committee and will know that your policy includes the vital elements that should be addressed in a good and thorough policy. Also, if your policy is certified, you will be presented with a plaque and be recognized at WMTA's annual conference in Chelan.
I look forward to working with you on creating, improving, and certifying your investment policy! Please call me at (360) 902-9013, or e-mail me at Robbi@tre.wa.gov, with any questions or to request an information packet.
Robbi Stedman
Chairman, WMTA Investment Policy Certification Committee
Investment Policy Certification Program Cover Page
Investment Policy Certification Program Introduction
Guidelines for Investment Policy Development
Application Form for Policy Certification