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CONTINUING EDUCATION FOR CERTIFIED TREASURY PROFESSIONALS (CTP)

MY-CPE LLC is approved by NASBA to offer Continuing Education (CE) courses for Certified Treasury Professionals (CTP). MY-CPE LLC has effectively met the standards set up by Association for Financial Professionals (AFP). We are focused on providing quality continuing education to CTP experts with content that incorporates the most recent updates and industry principles. Our CE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements for recertification. 

CERTIFIED TREASURY PROFESSIONAL (CTP) CE REQUIREMENT OVERVIEW

CE Requirements
36 CE credits triennially
License Renewal Period
August 15 triennially
CE Reporting Cycle
July 1 to June 30 triennially
Ethics Requirement
No ethics requirement
Carry Over Credits
No credits may be carried over from excess hours earned during a reporting period

CLICK HERE for further reference on CE regulations for Certified Treasury Professional (CTP).

All CTPs are required to complete at least 36 hours of CE every 3 years. Here is myCPE link for Certified Treasury Professional webinars that meet all of your annual continuing education requirements.

There is no ethics requirement for Certified Treasury Professionals (CTP).

The Certified Treasury Professional (CTP) license renewal period ends on August 15th triennially.

A CE reporting cycle for Certified Treasury Professional (CTP) is from July 1 to June 30 triennially. 

CLICK HERE for further reference.

Domain 1 - Maintain corporate liquidity required to meet current and future obligations in a timely and cost-effective manner.

Domain 2 - Manage capital structure, manage costs of long-term capital, and quantitatively evaluate long-term capital resource investments.

Domain 3 - Manage internal and external relationships.

Domain 4 - Monitor and control corporate exposure to financial, regulatory, and operational risks (including emerging and reputational risks).

Domain 5 - Assess the impact of technologies on the treasury function.

CLICK HERE for further reference.

No, there are no minimum CE requirements in a particular subject area.

All of the following myCPE Learning Activities are recommended for CTP professionals.

  • Self-Study Courses (Videos)
  • Live Webinars
  • Virtual Events
  • Articles
  • Packages
  • E-Books
  • Certificate Courses

In addition to the above activities the following mentioned activities may also contribute towards continuing education:

  • AFP exam prep platforms.
  • AFP publications quizzes.
  • College/university courses
  • Independent study
  • Licenses and certifications
  • Published articles, books, and/or blogs
  • Speakers/presenters & academic lecturers
  • Thesis/ dissertation
  • Volunteer service/leadership
  • Professional skills
  • Mentor/knowledge share
  • Association or professional society membership
  • On-the-job experience

CLICK HERE for further details on Continuing Education Options for CTP.

CLICK HERE to view our CE programs which are suitable for Continuing Education for CTP.

Each Certified CTP Professional has two options for reporting credits earned. The first and preferred option is the AFP Online Recertification Resource Centre credit tracking tool. Once you have earned and logged all 36 credits, the tool will prompt you to pay your recertification fee online using a credit card. The second option is to submit the Recertification Reporting Form. This option must be used when paying by check or wire.

CLICK HERE for further details on the Reporting requirements of CTP.

It is the responsibility of each CTP to maintain records documenting recertification activities for up to two years from the end of the recertification reporting cycle in the event they are selected for the random audit. The documentation must contain the:

  • Name of the sponsoring organization (e.g., ABC Bank, XYZ Corporation)
  • Title of the activity (e.g. Payables Automation, Treasury Roundtable 2012)
  • Date of the activity (the date must fall within your three-year cycle)
  • Length of each educational session attended (minus breaks and meals).
  • If the program is advertised as being eligible for CTP/CCM credits, submit the Attendance Confirmation Form, distributed by the program provider. (NOTE: programs need not be pre-approved by AFP to be eligible for credits).
  • Contact information for a sponsor representative who could verify your attendance if you are audited

CLICK HERE for more details on the Recordkeeping requirements of CTP.

The annual recertification fee of CTP is $85 for AFP members and $200 for non-members. 

CLICK HERE for more fees and payment options.

No, the Short video (Nano learning) method is not approved for the CE requirements of Certified Treasury Professional.

No, a Certified Treasury Professional (CTP) cannot carry over excess credit earned in a particular renewal cycle.

CTP Retired Status recognizes Certified Treasury Professionals who have permanently retired from active practice in either the treasury, finance, or accounting field(s) and who wish to apply for Retired Status. Retired Status cannot be used to retain the certifications due to hardship, unemployment, sabbatical, or illness.

Requirements for retired status:

  • Applicants must have successfully completed at least one three-year certification cycle and must be certificate holders in good standing.
  • Applicants who are within six (6) months of their cycle end date must first recertify before applying for retired status.

CLICK HERE for further reference on the retired status of CTP.

If the CTP has not reported the required 36 continuing education credits to renew his CTP credential by the posted deadlines, nor requested and qualified for an extension, his certification will be revoked and he will no longer be authorized to use the CTP mark professionally. 

CLICK HERE for further reference.

If the Certified Treasury Professional (CTP) is unable to meet the 36 recertification credits requirement by the end of your three-year cycle but has been working toward meeting the requirement by earning at least one (1) continuing education credit, he may request an extension. The maximum extension granted is six months, from June 30 to December 31 of the reporting year. Further extensions will not be granted.

CLICK HERE for further reference.

The CE reporting cycle for Newly Certified CTP professionals starts on July 1 of the examination year and ends on June 30 of the third year. 

MY-CPE LLC is approved by NASBA to offer Continuing Education (CE) courses for Certified Treasury Professionals (CTP). MY-CPE LLC has effectively met the standards set up by Association for Financial Professionals (AFP) and we recommend the programs/ webinars to be suitable for the Certified Treasury Professional (CTP) specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars. 

CLICK HERE to view the website for CE requirements for CTP.

myCPE APPROVALS

Approved By
National Association of State Boards of Accountancy (NASBA) 143597
Internal Revenue Service (IRS) GEHNZ
California Tax Education Council (CTEC) 6273
Certified Financial Planner Board (CFP) 8061
Society for Human Resource Management (SHRM) RP5359
Human Resource Certification Institute (HRCI) 714694
FP Canada CE17222
American Payroll Association (APA) 372961
Texas State Board of Public Accountancy (TSBPA) 010556
Illinois Department of Financial & Professional Regulation (IDFPR) 158002756
New York State Board of Public Accountancy (NYSPA) 002976
Association of Certified Fraud Examiners (ACFE) Approved
National Association of Certified Valuators and Analysts (NACVA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved

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