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County Investment Officer Certification
CIO Conferences and Training

County Investment Officer Level II Training

Once students have successfully completed the CIO Level I, they may attend the CIO Level II Training.  This training is held annually in June and provides 20 hours of CIO continuing education so attendees may meet their annual CIO requirements within this conference.  CIO annual continuing education requirements vary by the number of years an individual has maintained their CIO status. 

Years of CIO Certification

Requirements

Maximum Carryover Hours

First Year

20 hours, no outside hours allowed

5

Year 2-4

20 hours, 10 outside hours allowed

10

Year 5-14

15 hours, 5 outside hours allowed

5

Year 15 and beyond

10 hours, no outside hours allowed

0

The Texas Public Investment Conference has been offered since 1998.  This expanded curriculum of the TAC investment officer's training program offers investment education to a broad spectrum of officials involved in public funds investing.  While content is designed to meet the needs of county officials, participation is open to investment officers from other governmental entities.

The curriculum complies with the training requirements of the Public Funds Investment Act and up to ten hours of continuing education is available for CIOs.

The conference is scheduled in November of each year in the Houston area.

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