#178 - **ACCREDITED** Investment Management for Pros

ACCREDITED Investment Management for Pros

This course is approved by the Community Association Managers International Certification Board (CAMICB) to fulfill (1) hour continuing education requirements for the CMCA® certification. www.camicb.org.

Instructions to receive 1 Hour continuing education credit:

• Listen to podcast and write down the numerical code that you will hear throughout the show
• Send numerical code to Kara@thehoaprospodcast.com
• Receive certificate for 1 C.E.

Special thanks to: Gautam Gauba, Founder of Gallopify, Inc.

Thanks to our sponsors! Platinum: www.24hrc.com www.globaldisposal.com https://hoacta.app www.pacificbackflow.com Studio: www.fentongrant.com Gold: www.propertycleaningexperts.com www.splashplumbing.com www.hoamailers.com Silver: www.reservestudiesinc.com www.purposeroofs.com www.southerncrosspc.com

Here are links to some great CAI resources on the topic:   Reserve Studies and Funds, 3rd edition - Digital Book: This one requires a purchase but has templates of Investment policies as well https://cai.caionline.org/eweb/DynamicPage.aspx?site=CAI&WebCode=storeItemDetail&parentKey=4e411f79-7b66-4e5b-a398-dc7239009672 https://foundation.caionline.org/wp-content/uploads/2017/06/bpfinancial.pdf: The relevant section is on Page 12 (last paragraph) onwards – this is available free   And if any listener is interested to learn more or join our pilot program, they can go to our website (https://www.gallopify.com/) and click on “Join the Waitlist”