CTP

The Association for Financial Professionals (AFP) offers two certifications: the Certified Treasury Professional (CTP) and the Certified Corporate Financial Planning & Analysis (FP&A) Professional.

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What is the difference between the CTP and FP&A certifications?

The CTP designation serves as a benchmark of competency in the finance profession and is recognized as the leading credential in corporate treasury worldwide. It signifies that you have demonstrated the knowledge and skills required to effectively execute critical functions related to corporate liquidity, capital and risk management. Click here for more information on the CTP certification.

The FP&A® credential validates a professional who will provide insights into the financial decision-making process in an organization through analysis, financial projections (planning, budgeting, forecasting) and reposting. Click here for more information on the FP&A certification.

How do I earn the certification?

The CTP examination is made up of 170 multiple-choice questions and is based on concepts and experiences in relation to treasury management. Each question is derived from Essentials of Treasury Management, Fourth Edition. Click here for more information on the CTP examination.

The FP&A examination consists of two parts – Part I and Part II – that require a mastery of the critical skills, knowledge and abilities involved in the corporate financial planning and analysis function. Part I: Financial Acumen encompasses gathering & interpreting information, understanding financial concepts, and communicating/coordinating with other professionals.  Part II: Financial Analysis encompasses analyzing information, building financial projections, and using technology/software. Click here for more information on the FP&A examination.

What if I need help in preparing for the examination?

AFP Treasury Learning System™ is a valuable study tool that offers online and print study materials, including e-flashcards, practice exams, and mobile tools. It includes the complete text of the Essentials of Treasury Management, Fourth Edition. Whether you choose the self-directed option or an instructor-led class, you will benefit from nearly 2,000 text-based review questions, 50 online calculation problems and over 850 online practice questions. Users of this product have a higher pass rate on the CTP exam. Click here for more information on the AFP Treasury Learning System™.

The instructor-led and online Learning Systems are offered at various times and locations. Click here for more information on the AFP Treasury Learning System™.

 

Click here for more information on the AFP Financial Planning and Analysis Learning System™

is a valuable study tool that offers online and print study materials, including e-flashcards, practice exams, and mobile tools. Whether you choose the self-directed option or an instructor-led class, you will benefit from over 700 questions in the online software and over 1,000 questions in the entire system, two 50 question assessments, chapter quizzes, and domain quizzes. Click here for more information on the AFP Financial Planning and Analysis Learning System™.

The instructor-led Learning System is offered at Villanova University. Click here for more information on the AFP Financial Planning and Analysis Learning System™.

Now that I have earned the certification, what do I need to do to keep it?

CTPs and CCMs are required to earn and report 36 continuing education credits every three years to maintain their certification. Click here for more information on recertification.

Need help in remembering which PAFP meetings you have attended in the past? Click here to access the registration lists for past PAFP meetings.

Are your credits being audited by the AFP? We can provide you with an official letter from the PAFP confirming the sessions you have attended. Send an e-mail requesting confirmation of attendance at PAFP meetings. Please be sure to include the time frame you are reporting.

Remember: According to AFP criteria, membership in the PAFP is worth one continuing education credit and serving on the PAFP Board of Directors is worth four continuing education credits.

FP&A Certification is valid for three years. A Certified Corporate FP&A Professional must earn and report a total of 45 continuing education (CE) credits within every three year recertification cycle. Click here for more information on recertification.

Need help in remembering which PAFP meetings you have attended in the past? Click here to access the registration lists for past PAFP meetings.

Are your credits being audited by the AFP? We can provide you with an official letter from the PAFP confirming the sessions you have attended. Send an e-mail requesting confirmation of attendance at PAFP meetings. Please be sure to include the time frame you are reporting.

Remember: According to AFP criteria, membership in the PAFP is worth one continuing education credit and serving on the PAFP Board of Directors is worth four continuing education credits.