PFIA Training Information & Registration

In-Person Workshop Minimums

In order for workshops to be presented in-person UNT requires a minimum of 35 participants for each day of training. If this minimum has not been met, two weeks prior to the registration deadline, the workshop will be moved to Zoom. Registrants will be notified of any changes two weeks prior to the registration deadline.

Registration and Payment Procedures

(for most locations; subject to site-specific requirements)

  • Registration for all workshops is done online.
  • A combination confirmation and invoice will be emailed to you within three business days after you submit the registration form.
  • If paying by check, please reference the invoice number and attendee's name on your check, or mail a copy of the invoice with your check.
  • Payment is due prior to the workshop.
  • If you do not receive your confirmation/invoice, or if you have any questions or need to make changes to your registration, please call 940-369-7843 or email CPMworkshops@unt.edu.
  • Preregistration is not required; however, walk-ins and persons who register after the deadline will be charged a late fee of $25 per day, and at locations where lunch is provided there is a chance that they may not have a lunch. 

Credit Card Receipts and Confirmation/Invoices

  • An email with your credit card receipt will come from commerce.manager@unt.edu with the "Subject: Standard Notification" immediately upon processing.
  • These emails frequently go to Spam/Junk folders.
  • Emails will go to the address provided in the payment processor screen.
  • We process the order and send a confirmation/invoice within 3 business days. If the combination of this invoice and the credit card receipt are insufficient for your purchasing requirements please email CPMworkshops@unt.edu.
  • If you need to pay with a credit card after registering, please call us (940) 369-7843 for instructions on how we can accept payment.

Cancellations, Transfers, and Substitutions Policy

  • All requests must be submitted via email to CPMworkshops@unt.edu, or via the forms listed below, by the date and time listed on your Confirmation/Invoice.
  • Cancellations:
    • Refunds (less a $25 processing fee) are honored if request is received by the deadline provided on your Confirmation/Invoice. Refund requests may be emailed to CPMworkshops@unt.edu, or submitted via the Cancel a Registration form.
    • No refunds when notified after the deadline provided on your Confirmation/Invoice.
  • Transfers:
    • Registration may only be transferred one time to a workshop within 6 months of the original workshop date. Transfer requests may be emailed to CPMworkshops@unt.edu, or submitted via the Transfer a Registration form.
    • No refunds will be issued to participants who choose to transfer.
    • A $25 transfer fee will be charged if transfer is requested after the deadline provided on your Confirmation/Invoice.
  • Substitutions:
    • If the original attendee is unable to attend, you may send a substitute, transfers and refunds are not available for substitute attendees.

Training Access and Materials

  • A link to the training page is emailed five business days prior, and one business day prior to the first day of the training. This email is sent to the participant's email address that was provided on the registration form.
    • If the workshop is being presented via Zoom all Zoom links and audio dial-in information will also be provided on this training page.
  • Participants must download their training materials prior to the workshop. Participants may then decide to print their own materials or follow along on their own electronic devices during the workshop.

Hotel Information

We do not reserve blocks of hotel rooms. To find a hotel, we suggest using your preferred travel website and searching on the training location.

Certificates

  • Certificates verifying Public Funds Investment Act training and CPE hours will be emailed to the address provided on your registration form within 7 business days after the last day of the workshop.
    • In-Person workshop: Certificates will only be issued based on the sign-in sheet information.
    • Zoom workshop: Certificates will only be issued based on Attendance Verification Form submissions.
  • Please be very sure that you are signed in for the correct number of hours you need. No exceptions will be honored.
  • Certificates are valid for PFIA, TSBPA CPE, CGFO, and TASBO Certification.

Training Objective

The objective of this training is education in investment controls, security risks, strategy risks, market risks, diversification of investment portfolios, and compliance with the Public Funds Investment Act. No prerequisite or advance preparation is required. Although we offer New Investment Officer training at least once each year, any of our workshops are appropriate for new officers. Click here for Our Curriculum.

CPE Sponsor Statement

We are registered with the Texas State Board of Public Accountancy as a CPE sponsor (007716). This registration does not constitute an endorsement by the board as to the quality of our CPE program.

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