Investment Policy Certification

Thank you for your interest in GIOA’s Investment Policy Certification Program.


This program will provide your entity with professional assistance and guidance to develop an investment policy that meets industry best practices. Your entity’s submitted policy will be reviewed by three experienced GIOA members to determine if it meets the standards established by the GIOA Investment Policy Review Committee.

Investment Policy Certification Form (link)

Word Version of Sample Investment Policy (link)

For those of you from California and Washington, GIOA encourages you to use these excellent certification programs, the links are below:

California (CMTA)

Washington (WPTA)

Payment can either be submitted by check according to the instructions on the Investment Policy Certification Form, or it can be made online via the below button.

If paying online: Type in your entity’s name and click pay now, this will take you to a secure checkout powered by PayPal.