Treasury and Investment Exam

The first step is to review the content outline to identify the topic areas of the exam. (link to webpage)

View the exam content outline here.

Review this overview webinar to learn about the topic areas of the exam from a CPFO credential holder. (link to LMS)

Watch the overview webinar on Learn.gfoa.org

Take a short practice exam to familiarize yourself with the structure of the questions and general examples. (link to LMS)

Take the practice exam on Learn.gfoa.org

When you are ready to take the exam, the next step is to schedule an appointment at a Pearson VUE testing location or for remote proctoring.

Before registering for the exam, please read the guide about the process.

When you are ready to take the exam, the next step is to register for an exam at a Pearson Vue testing center.

The next step is to schedule an appointment with Pearson VUE with your eligibility ID.

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