FPPTA CPPT Program Explained

CPPT Logo Certified Public Pension Trustee

CPPT Program Goals

The goal of the CPPT Program is to provide an educational setting that is conducive to the development of well-informed individuals, so that they will be able to actively and meaningfully participate in the management of their retirement boards. Attaining certification in this program will enhance your fiduciary role as a contributing member in your retirement system.

What Will You Learn?

The CPPT Program has been set up to accommodate both the novice just starting in the pension trustee role as well as the pro who has served many terms. Throughout this program, you will gain an understanding of investment principles and public pension issues. Each workshop addresses a specific topic related to public retirement.

Expert Faculty:

You will learn from a team of expert money managers, investment professionals, attorneys and financial consultants. These individuals are well respected in their fields and have extensive experience offering educational seminars.

Certification Testing:

Proctored exams will be given for the basic, intermediate, and advanced programs on Wednesday morning during the Fall and Winter FPPTA Trustee Schools. Program review workshops will also be offered on Tuesday afternoon to help prepare all certification candidates for the program exams. All individuals must attend the appropriate classes and in the proper sequence starting with basic, then intermediate and finally advanced. You must scan in on Monday morning to receive your study material and to be eligible to take the exam on Wednesday. You must scan in on Wednesday to receive your exam. All individuals must pass all three exams for certification. You must be registered to attend the trustees school, which is a separate fee from the CPPT program enrollment.

CPPT Awards:

A special award ceremony will be held every year at the FPPTA Annual Conference to honor our members completing the CPPT certification process.

Post Certification Requirements:

After completing the CPPT Certification Program everyone must complete 10 Continuing Education Units annually or 30 Continuing Education Units over three years to maintain your CPPT Certification. An FPPTA Trustee School and the Wall Street Program will be worth 10 units and any other educational function attended will be worth 5 units either with the FPPTA or an approved outside educational conference. (See website, www.fppta.org, for CEU forms)

We have presently approved participation in the NPEA, NCPERS, and International Foundation of Employee Benefit Plans also the Florida Division of Retirement including, "Police and Firefighters Trustee’s School" and the Orlando Conference. Each recipient will be monitored yearly to insure that CPPT related education is, in fact, continuing.

You are required to attend at least one FPPTA function per year. There also may be requirements that you attend specific courses related to new investment or pension issues which will be determined by the FPPTA Education Committee.

Post Certification Requirements will be monitored on a calendar year basis beginning the day you pass the advanced exam.

If you are certified at the January/February school, your certification period will run from the date you are certified through December 31st of your third year.

If you are certified at the September/October school, your certification begins the date you are certified but you do not have to begin earning Continuing Education Units until January 1st of the following year. If you attend any functions between your certification date and the end of the year, the credits will count. Your certification period will begin January 1st and end December 31st of the third year. This is to allow everyone to stay on a calendar year and to make it easier to track CEU information through our new online database.

CEU forms are mailed to each CPPT recipient in December of each year. The forms are also available on our website, www.fppta.org under 'Certification Program'. Please fill out the CEU form and send to the FPPTA office as soon as possible.

Please mail the form along with your payment to:

2946 Wellington Circle East, Suite A
Tallahassee, FL 32309

Re-Certification Fee:

Every three years after certification, there will be a recertification fee of $100. If you were certified in January/February, your fee will be due by March 1st. If you were certified in September/October, your fee will be due by November 1st. The FPPTA office will forward an invoice for your convenience.

Program Cost and Duration:

The present cost to participate in the CPPT Program is a onetime fee of $800 per person for Pre-Registration and $900 per person for On-Site Registration. This will cover all the expenses related to this certification program. Each school will have an additional registration cost which covers all other participant expenses. Once enrolled in the program, the individual will have three years to complete the CPPT certification process.

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	Certified Public Pension Trustee CPPT Program Goals The goal of the CPPT Program is to provide an educational setting that is conducive to the development of well-informed individuals, so that they will be able to actively and meaningfully participate in the management of their retirement boards. Attaining certification in this program will enhance your fiduciary role as a contributing member in your retirement system. What Will You Learn? The CPPT Program has been set up to accommodate both the novice just starting in the pension trustee role as well as the pro who has served many terms. Throughout this program, you will gain an understanding of investment principles and public pension issues. Each workshop addresses a specific topic related to public retirement. Expert Faculty: You will learn from a team of expert money managers, investment professionals, attorneys and financial consultants. These individuals are well respected in their fields and have extensive experience offering educational seminars. Certification Testing: Proctored exams will be given for the basic, intermediate, and advanced programs on Wednesday morning during the Fall and Winter FPPTA Trustee Schools. Program review workshops will also be offered on Tuesday afternoon to help prepare all certification candidates for the program exams. All individuals must attend the appropriate classes and in the proper sequence starting with basic, then intermediate and finally advanced. You must scan in on Monday morning to receive your study material and to be eligible to take the exam on Wednesday. You must scan in on Wednesday to receive your exam. All individuals must pass all three exams for certification. You must be registered to attend the trustees school, which is a separate fee from the CPPT program enrollment. CPPT Awards: A special award ceremony will be held every year at the FPPTA Annual Conference to honor our members completing the CPPT certification process. Post Certification Requirements: After completing the CPPT Certification Program everyone must complete 10 Continuing Education Units annually or 30 Continuing Education Units over three years to maintain your CPPT Certification. An FPPTA Trustee School and the Wall Street Program will be worth 10 units and any other educational function attended will be worth 5 units either with the FPPTA or an approved outside educational conference. (See website, www.fppta.org, for CEU forms) We have presently approved participation in the NPEA, NCPERS, and International Foundation of Employee Benefit Plans also the Florida Division of Retirement including, "Police and Firefighters Trustee’s School" and the Orlando Conference. Each recipient will be monitored yearly to insure that CPPT related education is, in fact, continuing. You are required to attend at least one FPPTA function per year. There also may be requirements that you attend specific courses related to new investment or pension issues which will be determined by the FPPTA Education Committee. Post Certification Requirements will be monitored on a calendar year basis beginning the day you pass the advanced exam. If you are certified at the January/February school, your certification period will run from the date you are certified through December 31st of your third year. If you are certified at the September/October school, your certification begins the date you are certified but you do not have to begin earning Continuing Education Units until January 1st of the following year. If you attend any functions between your certification date and the end of the year, the credits will count. Your certification period will begin January 1st and end December 31st of the third year. This is to allow everyone to stay on a calendar year and to make it easier to track CEU information through our new online database. CEU forms are mailed to each CPPT recipient in December of each year. The forms are also available on our website, www.fppta.org under 'Certification Program'. Please fill out the CEU form and send to the FPPTA office as soon as possible. Please mail the form along with your payment to: 2946 Wellington Circle East, Suite A Tallahassee, FL 32309 Re-Certification Fee: Every three years after certification, there will be a recertification fee of $100. If you were certified in January/February, your fee will be due by March 1st. If you were certified in September/October, your fee will be due by November 1st. The FPPTA office will forward an invoice for your convenience. Program Cost and Duration: The present cost to participate in the CPPT Program is a onetime fee of $800 per person for Pre-Registration and $900 per person for On-Site Registration. This will cover all the expenses related to this certification program. Each school will have an additional registration cost which covers all other participant expenses. Once enrolled in the program, the individual will have three years to complete the CPPT certification process.