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Getting Started: Public Financial Disclosure Review

In this short live broadcast, an IEG instructor will introduce foundational concepts and resources for new reviewers of public financial disclosure reports.  

After attending this course you will be able to:

  • Locate resources for public financial disclosure review,
  • Understand the certification standard for public financial disclosure reports, 
  • Define "particular matter," and
  • Identify next steps for learning more about public financial disclosure review.  

Review these resources:

Public Financial Disclosure Guide

Analyzing Potential Conflicts of Interest Collection

PAS Nominee Ethics Agreement Guide (Word)

Continue learning:

Quick Start: Public Financial Disclosure Review

Quick Start: Legal Geography

Public Financial Disclosure Review Course of Study

18 USC 208 Course of Study

18 USC 208: Particular Matter Job Aid

Course Materials
Course Information

05/11/2026

Public Financial Disclosure/278 Review

5 CFR 2634 - Executive Branch Financial Disclosure Qualified Trusts, and Certificates of Divestiture

Yes

30-60 Minutes

Yes

Continuing Education

File Name
Bio - Patrick Shepherd.docx