General PFIA Training Information
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, and 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.
Payment
*Credit card payments are strongly preferred (see below) and are due before the workshop.
*After your credit card payment is processed, you will immediately receive an emailed receipt from Tamara.Russell@unt.edu. It will read “CPM: Public Funds Investment Act (date) Registration Confirmation and Invoice.” Please be aware that these emails often land in spam/junk email folders.
*Emails will go to the address provided in the payment processor screen.
*If the combination of emailed invoice and credit card receipt is insufficient for your purchasing system requirements, please email CPMworkshops@unt.edu.
*If paying by check, please reference the invoice number and the attendee’s name on your check, or mail a copy of the invoice with your check. Our mailing address is: Center for Public Management, UNT College of Health and Public Service, 1155 Union Circle #305129, Denton, TX 76203.
*We understand that check payments sometimes take longer, and the class may occur before CPM receives payment. If this happens and you have received an invoice for registration, you may participate in the class, but you will not receive the certificate of completion until your payment has been received and processed.
*If you do not receive a confirmation and invoice, or you have any questions or need to change your registration, please call 940-369-6157, email CPMworkshops@unt.edu or Tamara.Russell@unt.edu.
Cancellations, Transfers, and Substitutions
*All requests for cancellations, transfers and substitutions must be submitted via email to tamara.russell@unt.edu by the date and time stated on your confirmation/invoice.
*In the case of cancellations, refund requests should be emailed to CPMworkshops@unt.edu or tamara.russell@unt.edu. No refunds are available after the deadline noted on your confirmation/invoice.
*You may transfer your registration once to another session within six months of your original training date. Please email transfer requests to CPMworkshops@unt.edu or tamara.russell@unt.edu. No refunds are available to participants who transfer their registrations.
*If the original participant cannot attend, a substitute may attend. Transfers and refunds are not available for substitute attendees.