The program is offered to hired government accountants, administrators and elected or appointed treasures, and finance directors.
Some attendees really know their “stuff” and love learning better methods of investing while the other group is newer or “greener” when it comes to investing. This is the perfect class for the beginner and intermediate investor, but it provides the accreditation for the seasoned professional who is looking to add CPFIM after their name on the business card.
Most of the attendees are CPA’s and are required to have 40 hours of CPE credits each year, we are offering 7 CPE credits upon completion of this program. Some states like Florida, Texas, and Ohio among many others require public stewards of tax dollars to have so many hours of investment training each year. This program will meet that requirement in some states.
The target audience might have budget constraints this year regarding travel due to the economic downturn. So, we would like to illustrate the point that this is one of the only trainings that can have a very positive net result for attending. If an attendee is managing 50,000,000.00 for their city, county, township or state and they improved their return by a tenth of a percent that is 50k. Obviously, the CPFIM training program doesn’t cost 5k. Illustrating this point is important.