CPFA

The Certified Public Finance Administrator (CPFA) designation means that an individual is committed to education and experience. To be eligible for this prestigious designation, an individual must:

  • Be the elected or appointed treasurer, deputy or assistant treasurer, employee in/or dealing with the office of treasurer or principal officer in the governmental entity who is charged with the performance or supervision of investments, debt, and/or treasury activities. Please fill out the job verification form if you are not a Treasurer or Deputy/Assistant Treasurer. 
  • Be an active member of the APT US&C for at least twenty-four months before applying for the designation.
  • Believe in and practice APT US&C's Code of Ethics.
  • Accumulate at least 100 points from a combination of education and experience.

Learn more about the program or see the detailed point guidelines by downloading the CPFA application below. Once you complete the application, you can submit it and your application fee online (via credit card or check)

CPFA Re-Certification: The CPFA designation is good for five years; every CPFA holder must submit a re-certification or maintenance application before June 1 of the year their CPFA expires. Learn more or see the detailed point guidelines by downloading the re-certification CPFA application below. Once you complete the application, you can submit it and your application fee online (via credit card or check).

The Advanced CPFA rewards CPFA holders for a commitment to advanced educational topics offered by the APT US&C and its state and province associations. The Advanced CPFA is designed to encourage and reward advanced education as well as participation in the APT US&C and its state and province associations to help strengthen our entire treasury community. Applicants must:

  • Have a current CPFA at the time of application for the Advanced CPFA
  • Be an active APT US&C member
  • Demonstrate 15 experience points and 45 advanced education points. 

Learn more or see the detailed point guidelines by downloading the ACPFA application below. Once you complete the application, you can submit it and your application fee online (via credit card or check). 

Advanced CPFA Re-Certification: the ACPFA designation expires after five years; to maintain the ACPFA, submit a re-certification application before June 1 of the expiration year. To learn more about re-certification of the ACPFA or to view the point guidelines, download the re-certification ACPFA fillable application below.

If you have any questions regarding the CPFA or Advanced certification, please contact us.