About us

Welcome to the Philadelphia AFP

The Philadelphia Association of Financial Professionals is a non-profit organization dedicated to:

  • encouraging professional growth through education,
  • developing networking events between financial professionals, and
  • building and maintaining membership.

History

Founded in 1976, the Philadelphia Treasury Management Association (PTMA) is proud of its history and reputation for providing professional and educational services to financial professionals. The PTMA was incorporated in 1996. In 2003, the PTMA changed to the Philadelphia Association for Financial Professionals (PAFP).

The PAFP provides a forum for the exchange of ideas, discussion of legislative, regulatory, and banking issues and developments, as well as the opportunity to network with other financial professionals in the Delaware Valley (Pennsylvania, New Jersey, and Delaware).

The PAFP is affiliated with the Association for Financial Professionals (AFP) and works with this national organization on regulatory and legislative issues affecting the profession.

Membership

Membership is open to corporate practitioners, financial institutions, consultants, educators, and students specializing in finance, treasury, and accounting.

Dues

Membership dues are charged annually. The renewal date is January 1. The membership dues are $150.00 per year. For individuals in transition, the Associate membership is available for $45.00 per year. For students at an accredited educational institution, the Education membership is available for $25.00 per year. Proof of enrollment at an accredited educational institution is required for the Education membership. This can be in the form of a .edu e-mail address or by documentation of enrollment from the educational institution. Corporate memberships are available as follows: Corporate Level 1: $300 2-5 members, Corporate Level 2: $500 6-10 members.

Meetings

Most meetings are OPEN meetings and are open to both PAFP members and non-members. Non-members are limited to two OPEN meetings per calendar year.

Special meetings, such as the Business Card Exchange and the Holiday Luncheon, are open to both PAFP members and non-members. Members receive complimentary or discounted registration fee.

The annual Trea$ury Initiatives Conference is open to both PAFP members and non-members. Members will receive a discounted registration fee.

Special Members Only meetings are restricted to PAFP members only. A non-member must become a member before they can register for a Members Only event.

Most programs consist of one or more speakers on topics of interest to the membership. Typical program content includes topics related to banking services, investments, capital markets, and legislative actions related to the financial profession. Most programs are certified by the AFP for CTP and FP&A continuing education credits. In addition, the meetings provide an excellent opportunity to meet and exchange ideas with other Delaware Valley financial professionals.

Registration

Registration with the PAFP is required before you will be able to register for a PAFP event. The paid registered options (PAFP Membership) are described above under Dues. Non-members that do not wish to join the PAFP will need to register as a “guest” before they can register for a PAFP event.

CTP/FP&A Recertification Continuing Education Credits

The PAFP provides a number of ways that you can earn recertification continuing education credits towards you CTP and FP&A credentials (subject to change, please confirm with the Association for Financial Professionals):

as a member of the PAFP, you will earn 1.0 continuing education credits per year,
the PAFP holds meetings and webinars throughout the year, most of these programs earn at least 1.2 continuing education credits, credits are calculated using the formula of 1.0 credit per each 50-minutes of presentation, may vary based on program,
Trea$ury Initiatives Conference, the PAFP’s annual full day conference, provides the opportunity to earn up to 7.2 continuing education credits, credits are calculated using the formula of 1.0 credit per each 50-minutes of presentation may vary based on program,
be a speaker at a PAFP event and earn up 2.4 continuing education credits, credits are calculated using the formula of 2.0 credits per each 50-minutes of presentation, may vary based on program,
serve on the PAFP Board of Directors or as a PAFP Committee Chairperson and earn 4.0 continuing education credits per one year term and,
serve as a PAFP Committee Member and earn 3.0 continuing education credits per one year term.