PFIA Registration Information

Registration and Payment Procedures

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

  • 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
  • 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. 

Refund/Transfer Policy

  • Refunds (less a $25 processing fee) will be honored if written request is received by the deadline provided on your Confirmation/Invoice. Refund requests may be emailed to, or submitted via the Cancel a Registration form.
  • No refunds when notified after the deadline provided on your Confirmation/Invoice.
  • Registration may only be transferred one time to a workshop within 6 months of the original workshop date. No refunds will be issued to participants who choose to transfer. To request a transfer please complete the Transfer a Registration form.
  • A $25 transfer fee will be charged if transfer is requested after the deadline provided on your Confirmation/Invoice.

Go Green!

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. 

Online Registration

Registration for all of our workshops is done online. 

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 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. Certificates will only be issued based on the sign-in sheet information. Please be very sure that you are signed in for the correct number of hours you need. No exceptions will be honored.

Training Objective

The objective of this training is education in investment controls, security risks, strategy risks, market risks, diversification of investment portfolio, 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.