Online Local Government Debt Methods

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Participants will earn 3.0 CPE, .3 CEU, 3 Contact Hours
Field of Study: Accounting

This course is an elective course for the Harold F. Holtz Municipal Training Institute and is designed to provide an overview of the debt administration process within a government. The course will focus on the reasons governments borrow money, short-term versus long-term debt, the Capital Improvement Program (CIP), debt policy, common types of debt issued and players in the debt process, method of sale, bond documents and continuing disclosure and refunding process.


Upon completion of the course, the participant will be able to:

  • define long-term and short-term debt

  • identify the components of a capital improvement program

  • recall the components of of a debt policy

  • describe the typical methods of financing and common types of debt issued

  • recognize the methods of sale

  • describe the elements of bond documents

  • recognize the different roles in the debt process

  • explain the continuing disclosure requirements

  • define refunding


Prerequisites: Basic knowledge of debt process for governments

Who Should Attend? This session is for anyone involved in development or administration of debt within a government

Advance Preparation: None 

Program Level: Overview

Delivery Method: QAS Self Study

  • Final exam is required with a minimum score of 70%, one retest is allowed. Should you not pass the second attempt, you will be required to register for the course again.

  • Recommended internet is at least DSL with a speed of 3mbps


For more information regarding refund, concerns and program cancellation policies, please contact Michele Jurkiewicz at the contact information listed.


For questions regarding Certification requirements, please contact Kitty Shollenberger.




January 1, 2020 - December 31, 2021