Treasury and Investment Management (CPFO Review)

Sep 14, 2017 09:00am -
Sep 15, 2017 05:00pm


Event Description



Have you ever thought about earning the CPFO designation?  Here’s your chance to take a review course in preparation for the TREASURY AND INVESTMENT MANAGEMENT exam.  VGFOA is offering this review course to encourage individuals to become Certified Public Finance Officers (CPFO) and continue their professional development in government finance.

To incentivize individuals to take the TREASURY AND INVESTMENT MANAGEMENT CPFO exam, VGFOA will pay the exam cost of $145.  If this is your first examination in the CPFO program, the initiation fee of $150 will also be covered.  There is no cost to the participant to take the exam; a potential savings of $295.  The exam must be taken within 6 months after taking the class.

The CPFO is a valuable, objective credential that verifies a specified level of knowledge, skills, and abilities in government finance.  The designation prepares individuals for financial leadership positions in state and local government by enhancing fundamental skills and increasing knowledge of best practices and the latest trends in the governmental financial arenas.

Start your CPFO quest by taking the TREASURY AND INVESTMENT MANAGEMENT Review Course. This course is built around the GFOA’s content specifications for the CPFO TREASURY AND INVESTMENT MANAGEMENT exam.  Course topics include Investment Objectives and Policy and a focus on the numerous Investment instruments for cash and short-term investment.  Gain understanding of the impact of changing interest rates on your portfolio and how to construct portfolios that meet your requirements for safety and provide strong returns.  Learn how to better manage your banking relationships to optimize the performance of your finance program.

The class will incorporate lecture and practice exam questions.  Participants will receive a copy of An Elected Official’s Guide (EOG) to Investing and Investing Public Funds (Second Edition). 

Instructor:          Barbara Fava

Date:                  September 14-15, 2017

Time:                  9:00– 5:00 September 14, 8:30-11 September 15

Location:           Roanoke Higher Education Center, 108 N. Jefferson Street

The class will count as an elective course in the VGFOA-RU certificate program and qualify for 10 CPE credits.

Event Type:Certificate Classes
Category:Educational Seminar
Early registration ends on Sep 15, 2016.
Regular registration starts on Sep 16, 2016 and ends on Sep 11, 2017.
Late registration starts on Sep 12, 2017.
(GMT-05:00) Eastern Time (US & Canada)

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Registration Fees
Fee TypeEarlyRegularLate
Member Fee: $0.00$0.00$0.00
Non-Member Fee: $0.00$0.00$0.00
 Treasury and Investment Management (CPFO Review)
Member Fee: $225.00$225.00$225.00
Non-Member Fee: $275.00$275.00$275.00