CPFIM and ACPFIM

The nationally recognized Certified Public Funds Investment Manager (CPFIM) certification program is designed to provide the confidence and knowledge to manage your investments better. Learn about: Investment Instruments; Banks, Brokers & Advisors; Cash Flow; Governance & Your Investment Policy; Safety, Liquidity & Yield; and Defining Your Strategy.

Take your understanding even further with the Advanced CPFIM training. With a deep look into Analysis and Investment Strategy, attendees will gain a more thorough knowledge of how to quantify an investment policy objective and the tools needed to achieve it. The CPFIM training was launched in 2007; in 2011 the program expanded to offer the Advanced CPFIM. 

2026 Trainings 

If you're interested in scheduling a training session in your area, see our on-site training information.

More Information on the CPFIM and ACPFIM Programs
Download Overview
Program Details
Re-Certification Requirements
Program Instructor