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Certified Treasury Professional (CTP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Association of Financial Professionals
Qualification and Training Requirements
Prerequisites Candidate must meet the following requirements:
  • Two years fulltime work experience in the area of corporate finance, treasury/cash management or other related field but not limited to economics, accounting, financial risk management or investor relations; OR
  • One year of work experience and a graduate or masters degree in business or finance; OR
  • One year work experience and two years fulltime college or university teaching experience in a finance-related topic.
Designation Training Requirements Passing grade on exam. Self-directed or instructor-led test preparation offered.
Designation Exam Type Computer-based multiple choice exam, closed-book, proctored
Continuing Education Requirements 36 credits every three years related to treasury/cash management, finance, accounting or business ethics
Verification and Complaints
Online Designation Resource None
Investor Complaint Process None
Published List of Disciplined Designees None