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Home Accreditations Certified Public Funds Investment Manager

Certified Public Funds Investment Manager (CPFIM)

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What is the CPFIM?

Certified Public Funds Investment Manager program is a nationally recognized accreditation offered by the Association of Public Treasurers of the United States and Canada (APT US&C). The program was launched in 2007, and has been well received over the last three years. Today, there is a strong demand to offer this program across the country.

In today's challenging financial times with banks failing, A1 rated investments becoming worthless overnight and dismal interest rates, there has never been a greater need for education in managing taxpayer money.

Financial officers and public entities, in general, have minimal training in the arena of fixed income investing. Often times they are left to the guidance and expertise of the bank or brokerage who is selling them their investments. While most banks and brokerages offer good advice and have become trusted allies in your investing concerns, having the CPFIM accreditation gives you the confidence and the knowledge to manage your investments better.

Why Become a CPFIM?

Recognition - You will be recognized for your accomplishment at the Awards Luncheon during the annual APT US&C conference. You will also receive a plaque and have your photo taken. The plaque shows your public entity the importance of the CPFIM program and may then be displayed in your office. 

Accreditation - You can proudly display the initials "CPFIM" after your name to indicate your accreditation to other business associates and professionals.

Professionalism - By enrolling in the CPFIM program and obtaining the accreditation, you are demonstrating to your community and your employer that you are a qualified investment manager. In today's economic climate, you are providing your community with the confidence in your leadership and management skills.


Any questions concerning the CPFIM accreditation program can be addressed to the APT US&C Office at (720) 248-2771 or via email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .  Jim Koetting, CEO and Founder at Public Fund Investment Strategies is the current Chair of the APT US&C CPFIM subcommittee. Jim Koetting can be reached by phone at (636) 447-7402, or by email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

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