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Getting Started: Public Financial Disclosure Review

This training introduces foundational concepts and resources for new reviewers of public financial disclosure reports.  

After viewing 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 U.S.C. 208 Course of Study

18 U.S.C. 208: Particular Matters of General Applicability Job Aid

 

Course Evaluation

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