Certified Treasury Professional (CTP) Information

The Rocky Mountain Association for Financial Professionals is a strong supporter of the Certified Treasury Professional (CTP) designation of the Association for Financial Professionals (AFP). This designation is an indication that the holder has a base level of knowledge of treasury management as well as the willingness to stay current in the industry by obtaining continuing education in treasury topics.

How Can I Learn More Details About the CTP Designation/Exam?

For detailed information please log onto the Association for Professionals CTP home page:

http://www.afponline.org/pub/cert/ctp.html.

I have already received my CTP certification. What opportunities do I have to earn renewal credits?

You have the ability to earn all of the required 36 credits within one year or during the course of the three-year certification cycle with any of the following options:

• Attendance at Conference & Seminars- 1 credit per 50 minutes of instructional time pre-approved by AFP (For example: RMAFP Monthly luncheons, RMAFP Annual Summit, AFP Annual Conference)

• Volunteer Service/ Leadership (maximum 10 credits per cycle)
  • ¹AFP Board Officer= 5 credits
  • ¹Regional AFP/TMA Board= 4 credits
  • Committee or Task Force member= 3 credits
  • Community organization officer (Treasurer, bookkeeper)= 2 credits

            ¹Annual credits; can use only 10 credits per reporting cycle

• Individual membership in a treasury-related organization (maximum of 12 credits per cycle)

§ AFP, AFP of Canada, Corporate Treasurers Council or Society of Canadian Treasurers= 4 credits

§ Other national or international associations= 2 credits

§ AFP/TMA Regional group= 1 credit

• On-the-Job Experience (maximum of 15 per cycle)

§ First time work experience for activity that adds to the understanding of the treasury management body of knowledge

§ Final work product requires certificate holders to learn new things, examples are:research, design and implement an in-house bank

§ Issue a RFP, evaluate responses, select a vendor, implement

• Independent Study- Book Report (NEW)

• College/University courses- Now Earn: maximum of 16 credits (originally 12 credits)

• Serving as a speaker or lecturer- 2 credits per 50 minutes of instructional time (credits given once per cycle for presentation given multiple times)

Is there a form available to report my recertification credits?

Yes, please click on the following link to report your completed credits

http://www.afponline.org/pub/pdf/CTP_Recert_Rprt_Gdlns.pdf