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Advanced CPFIM Training
Wednesday, July 21, 2021, 12:30 PM - 6:00 PM EDT
Category: Events

Earn your Advanced Certified Public Funds Investment Manager certification: training is available either on-site or online. A post-conference session, the ACPFIM class will be held immediately following the APT US&C annual conference in South Bend, Indiana on Wednesday, July 21. But you can also attend via a livestreamed, interactive Zoom meeting. The Advanced program is open to anyone who already holds their CPFIM. The training is more in depth and will cover:

  • Analysis: Quantifying Your Investment Policy Objective; Understanding the Risks, Liquidity, and Yield; Defining Risk in Your Investment Portfolio; Liquidity Analysis; Yield Analysis.
  • Investment Strategy: Understanding the Difference Between Policy and Strategy, Common Strategies, Developing and Implementing a Plan, Dealing with Obstacles of Chance, Investment Management Process, Active and Passive Investment Strategies, Interest Rate Forecasting and Bench Marking.

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