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.
