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Welcome to UNT Professional Learning > Professional Development Experience (PDX) > Public Fund Investment Act (PFIA)

Public Fund Investment Act (PFIA)   

The Public Funds Investment Act (Chapter 2256, Texas Government Code) requires treasurers, chief financial officers, and investment officers of local governments, including all political subdivisions, state agencies, and institutions of higher education (including community colleges), to complete training on topics pertaining to the PFIA. Most officials in these positions must complete the training every two years.

The objectives for PFIA training include increased knowledge of:

  • investment controls
  • security risks
  • strategy risks
  • market risks
  • diversification of investment portfolios
  • compliance with the Public Funds Investment Act.

An outline of the topics covered is here. No prerequisite or preparation is required. Any of CPM’s PFIA training is appropriate for first-time public finance officers. Training requirements for different positions can be found here.

Upon completion of the CPM PFIA Training, participants will receive certificates verifying their attendance and the CPE hours earned. The 1 credit is awarded per 50-minute training session. The certificates are valid for PFIA, TSBPA CPE, CGFO and TASBO certification. UNT CPM is registered with the Texas State Board of Public Accountancy as a CPE sponsor (007716). This registration does not constitute the board’s endorsement of the quality of our CPE program.

You can either register for the entire two-day workshop or each day, respectively. Select the option that best fits your interest and schedule below.

 
  • Public Fund Investment Act: Compliance Workshop
  • Two-Day Workshop - up to 10 hours of CPE
  • Fee: $240.00
    Dates: 8/22/2024 - 8/23/2024
    Delivery:  Facilitated
    Instructor: Chuck Springer, Harlan Jefferson
    Seats Available: 99
     
     

     Show Description
    As of July 1st, we have implemented a new registration system. If you have attended a CE class with UNT in the last couple years, welcome back and please click “Reset My Password” to set a secure password. The user name will be your email.
    If you have not taken a class with UNT before, welcome and please choose “Create New Account”. If you have any questions or problems, please contact Tami Russell at tamara.russell@unt.edu.

    Two-Day Workshop - Join us for both days!

    August 22nd: 9:00am - 3:00pm & August 23rd: 9:00am - 3:00pm

 

  • Public Fund Investment Act: Compliance Workshop
  • Day One Only - up to 5 hours of CPE
  • Fee: $120.00
    Dates: 8/22/2024 - 8/22/2024
    Delivery:  Facilitated
    Instructor: Chuck Springer
    Seats Available: 100
     
     

     Show Description
    As of July 1st, we have implemented a new registration system. If you have attended a CE class with UNT in the last couple years, welcome back and please click “Reset My Password” to set a secure password. The user name will be your email.
    If you have not taken a class with UNT before, welcome and please choose “Create New Account”. If you have any questions or problems, please contact Tami Russell at tamara.russell@unt.edu.

    Day One only - this does not include day two of the workshop.

    August 22nd: 9:00am - 3:00pm

 

  • Public Fund Investment Act: Compliance Workshop
  • Day Two Only - up to 5 hours of CPE
  • Fee: $120.00
    Dates: 8/23/2024 - 8/23/2024
    Delivery:  Facilitated
    Instructor: Harlan Jefferson
    Seats Available: 100
     
     

     Show Description
    As of July 1st, we have implemented a new registration system. If you have attended a CE class with UNT in the last couple years, welcome back and please click “Reset My Password” to set a secure password. The user name will be your email.
    If you have not taken a class with UNT before, welcome and please choose “Create New Account”. If you have any questions or problems, please contact Tami Russell at tamara.russell@unt.edu.

    Day Two only - this does not include day one of the workshop.

    August 23rd: 9:00am - 3:00pm

 

  • Public Fund Investment Act: Compliance Workshop
  • Two-Day Workshop - up to 10 hours of CPE
  • Fee: $240.00
    Dates: 9/26/2024 - 9/27/2024
    Delivery:  Facilitated
    Instructor: Chuck Springer, Harlan Jefferson
    Seats Available: 99
     
     

     Show Description
    As of July 1st, we have implemented a new registration system. If you have attended a CE class with UNT in the last couple years, welcome back and please click “Reset My Password” to set a secure password. The user name will be your email.
    If you have not taken a class with UNT before, welcome and please choose “Create New Account”. If you have any questions or problems, please contact Tami Russell at tamara.russell@unt.edu.

    Two-Day Workshop - Join us for both days!

    September 26th: 9:00am - 3:00pm & September 27th: 9:00am - 3:00pm

 

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