CPFA

The Certified Public Finance Administrator (CPFA) designation means that an individual is committed to education and experience. To be eligible for this prestigious designation, an individual must:

  • Be the elected or appointed treasurer, deputy or assistant treasurer, employee in/or dealing with the office of treasurer or principal officer in the governmental entity who is charged with the performance or supervision of investments, debt, and/or treasury activities.
  • Be an active member of the APT US&C for at least twenty-four months before applying for the designation.
  • Believe in and practice APT US&C's Code of Ethics.
  • Accumulate at least 100 points from a combination of education and experience.

Download the point guidelines and detailed application for new applicants. Once you complete the application, you can submit it and your application fee (via credit card or check) here. 

CPFA Re-certification: The CPFA designation is good for five years; every CPFA holder must submit a re-certification or maintenance application before June 1 of the year their CPFA expires. Download the point guidelines and detailed application for re-certifying applicants. Once you complete the application, you can submit it and  your application fee (via credit card or check) here. 

The Advanced CPFA rewards CPFA holders for a commitment to advanced educational topics offered by the APT US&C and its state and province associations. The Advanced CPFA is designed to encourage and reward advanced education as well as participation in the APT US&C and its state and province associations to help strengthen our entire treasury community. Applicants must:

  • Have a current CPFA at the time of application for the Advanced CPFA
  • Be an active APT US&C member
  • Demonstrate 15 experience points and 45 advanced education points. 

Download the point guidelines and detailed application here. Once you complete the application, you can submit it and your application fee (via credit card or check) here. 

If you have any questions regarding the CPFA certification, please contact us.