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CPFIM Training
Sunday, July 18, 2021, 8:00 AM - 4:00 PM EDT
Category: Events

Earn your Certified Public Funds Investment Manager certification: training is available either on-site or online. A pre-conference session, the CPFIM class will be held prior to the APT US&C annual conference in South Bend, Indiana on July 18. But you can also attend via a livestreamed, interactive Zoom meeting. The program will cover the following:

  • Investment Instruments: Investment Options and Characteristics, Bond Lingo, Your Investment Comfort Zone.
  • Banks, Brokers and Advisors: Where Can You Buy Investments?, Where Do You Keep Your Investments? Due Diligence, Purchasing, Specific Investment Details.
  • Governance and Your Investment Policy: The Investment Policy, Internal Controls, Developing Procedures.
  • Safety, Liquidity, and Yield: Identifying and Mitigating Risks, Quantifying and Reporting Safety, Understanding Liquidity Needs, Yield Calculations.
  • Cash Flow: Bank Accounts and Investment Accounts, Creating a Reserve Account, Determining How Much You Have to Invest, Cash Flow Forecasting.
  • Your Strategy: Elements of a Good Strategy, Terms, Laddering, Bar Bell, Matching, Investment Choices.

Please note that there will also be a test on Monday morning, July 19 from 10:00 am to Noon. The test is required to receive your Certificate of Completion and your CPFIM.


To register for the session, use the conference registration form and select the CPFIM training.

For more details on the rest of the conference, see the conference home page
On-site or online details
Conference location and lodging
Sponsorship opportunities