CPFIM and ACPFIMThe Certified Public Funds Investment Manager (CPFIM) program provides public treasury and finance professionals with the knowledge and practical skills needed to effectively manage and oversee the investment of public funds. The program covers essential principles including safety, liquidity and yield, investment policies, allowable investments, cash flow, risk management, and the prudent stewardship of public resources. The CPFIM program includes six hours of live, instructor-led virtual training, followed by a 70-question proctored certification exam. Successful participants earn the national CPFIM designation, which is valid for five years. Upcoming CPFIM Training Take your understanding even further with the Advanced CPFIM training. The ACPFIM program builds upon the CPFIM foundation with advanced education focused on investment strategy, analysis, portfolio management, risk management, and informed decision-making in today’s public funds environment. The ACPFIM program includes three hours of live, instructor-led virtual training, followed by a proctored certification exam. Designed for experienced public treasury professionals seeking to strengthen their investment expertise and strategic decision-making skills, the program requires participants to hold a current CPFIM certification. Upcoming ACPFIM Trainings
Both the CPFIM and ACPFIM Certifications must be renewed every five years to ensure certificants remain current on the principles, practices, and evolving environment of public funds investing. The CPFIM–ACPFIM Re-Certification Training is a three-hour, interactive refresher course designed to reinforce essential investment concepts while providing timely updates relevant to managing public funds. Topics include a review of safety, policy, liquidity, yield, and investment strategy; current market analysis and its potential impact on investment strategies; and emerging financial and investment trends affecting public treasury professionals. Upcoming Re-Certification Trainings Fore Information on the CPFIM and ACPFIM Programs Download Overview
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