"It is the most significant certification you can have. It is THE prestigious certification for my occupation in treasury."
Charles Hollis, CTP
Senior Treasury Specialist
Graphic Packaging International, Inc. |
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FEATURES
Increase your performance and elevate your value.
If you have been looking to broaden your knowledge and skills in the field of corporate treasury management in an effort to further your career, help your company, or prepare for the CTP exam, the Certified Treasury Professional: AFP Learning SystemTM Treasury course offered through George Mason University is ideal for you!
The Certified Treasury Professional: AFP Learning System: Treasury course is a professional development program and a Certified Treasury Professional (CTP) exam preparation program. This program is based on the newly introduced CTP body of knowledge that has been updated for 2008 to more accurately reflect the redefined responsibilities of treasury professionals. It was developed by a team of subject matter experts on corporate treasury management.
This program is offered in cooperation with the Association of Financial Professionals (AFP). It is a blended format of printed workbooks, learning software and web-based study tools that are based on the complete text of Essentials of Treasury Management, Second Edition - the official body of knowledge tested on the new CTP exam. The classroom environment allows for interaction between your peers and the instructor. The experienced instructor provides a structure to keep you on track to meet your goals.
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TOPIC HIGHLIGHTS
Whether you choose the self-directed course, enroll in an instructor-led 12-week class, register for a three-day CTP Exam Intensive Review course, or participate with other staff in a facilitator-led class sponsored by your employer, all AFP Learning SystemTM Treasury courses include the following:
Print Based Materials
- Seven modules based on the new body of knowledge divided into eight easy-to-handle workbooks
- More than 300 end-of-module questions and answers
- More than 600 "Describe and Differentiate" exercises
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Web-Based Testing Components
- More than 600 online questions in the format found on the actual CTP exam
- Pre-test covering all modules
- Module-specific test with automatic feedback
- Calculate exercises to practice more than 50 different formulas found in the body of knowledge
- Flash-cards featuring key definitions and formulas
- Comprehensive post-tests
- Progress reports
- Test timing feature
- Final review practice test of 500+ questions
- Online Resource Center featuring test-taking tips, printable flash-cards, additional resources and more
2008 Modules:
Module One: Background and Environment of Treasury Management
Module Two: General Financial Analysis
Module Three: Liquidity Management
Module Four: Treasury Technology
Module Five: Long-Term Finance
Module Six: Global Finance
Module Seven: Other Areas of Treasury Management
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COURSE OBJECTIVES
Once you complete the course, you should know how to:
- Maintain optimal cash positioning
- Employ working capital strategies and tools
- Utilize various types of payment systems and Internet technologies
- Monitor and control corporate exposure to financial and operational risks
- Determine proper capital structure
- Manage cross-border funds movement
- Coordinate financial functions and sharing of financial information
- Delineate appropriate ethical behaviors
- Recognize corporate governance issues
- Execute fiduciary responsibilities
- Build relationships with financial services providers
Employing a CTP is increasingly recognized as a best practice in the profession. Employers routinely advertise open positions either requiring or preferring that candidates hold the CTP certification. In fact, 75% of Fortune 500 companies employ CTPs today. Isn't it time you invested in your professional future?
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BENEFITS
The AFP Learning System TreasuryTM course offers you enormous benefits:
- Interactive learning experience- Engage in classroom discussion and continue your learning at home using the web-based tests and application exercises.
- Cost-effective learning- Minimize your travel expenses for professional development.
- Tuition reimbursement- You may be eligible for employer tuition reimbursement.
- Convenient hours
- CTP exam preparation- AFP recommends using the AFP Learning System: Treasury course as the preferred method of preparation for the CTP exam.
- CTP recertification credits- If you have already attained your CTP designation, you are eligible for 18 CTP credits when you complete this course with a 70% or higher score.
- Ongoing reference materials- After course completion, the course materials can serve as desk reference books and resources.
- AFP Learning System: Treasury Certificate of Completion- Awarded upon successful completion of the course along with 3.6 CEUs for the 36-hour course or 1.95 CEUs for the three-day Intensive Review course.
- CPE- Earn 43 continuing professional education credits for the 36-hour course or 23 continuing professional education credits for the three-day Intensive Review course.
Information regarding the CTP exam, exam fees, exam registration, and schedule can be found at the Association for Financial Professionals web site: http://www.afponline.org
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WHO SHOULD ATTEND
You don't have to be a treasury professional to benefit from the AFP Learning System: Treasury program. Professionals who have benefited from the program include:
- Bankers and other financial services providers developing and implementing products and services for use by corporate finance organizations
- Technical and administrative staff supporting finance functions
- Students with an interest in finance and business related fields
CERTIFICATE COMPLETION REQUIREMENTS
To receive a Certificate of Completion from George Mason University and AFP for the 12-week course, participants cannot have more than three absences. Participants also must complete the Pre-Test and Post-Test PLUS all Module tests on http://afplearningsystem.com/login_form.html online by the deadline specified by your instructor.
CPE INFORMATION
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George Mason University, Office of Continuing Professional Education is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. NASBA web site: http://www.nasba.org |
Level: Intermediate
Prerequisites required: Basic understanding of financial accounting
INTENSIVE REVIEW COURSE
Certified Treasury Professional Certificate: Intensive Exam Review
George Mason University, Office of Continuing Professional Education is now offering a three-day intensive exam review course for the AFP Learning SystemTM Treasury.
This course is a three-day review course for the Certified Treasury Professional® (CTP) exam.
This course is ideal for you if you have limited time to attend class. You will receive the same printed materials and web-based tools as you would with the 36-hour course, however the instructor will cover only select content in three 6.5-hour class sessions.
This three-day, highly interactive course includes AFP-developed materials that provides test-taking tips to attendees in a fast-paced, intensive review of key concepts and calculations in the body of knowledge on which the CTP exam is based.
The intensive review course is built upon the premise that you have studied all six modules and the related web-based tests and have calculated problems at your own pace prior to beginning the first intensive review session. Three weeks prior to your first day of class, the AFP Learning System will be mailed to you along with your personal login information to access the web-based tests.
Requirements:
To receive a Certificate of Completion from George Mason University and AFP, 100% attendance and participation are expected from participants. Participants must read through all materials prior to the start date of the class. They must also complete the Pre-Test and Post-Test PLUS all Module tests on afplearningsystem.com/login_form.html online by the deadline specified by your instructor.
Sample Schedule for the Intensive Review Course:
Days 1 and 2: 8:30 a.m. - 4:30 p.m. (evening homework)
Day 3: 8:30 a.m. - 4:30 p.m.
Claudia J. Volk, CCM (36-hour course)
Claudia J. Volk, CTP, AAP- Claudia Volk is a certified treasury professional, with over 16 years of experience in treasury and cash management. She has public accounting experience in both tax and audit with a Big Four Public Accounting firm. She is an experienced corporate and local government practitioner and currently consults for corporations, local government, and non-profit organizations on treasury management issues and initiatives.
Volk is an active speaker at national, state and regional conferences. Her presentations include: Investment Policy Guidelines, Fraud, Embezzlement & Theft-Loss Prevention Strategies, and Protecting Customer Information; her state and regional presentations include: Managing the RFP Process, Cash Management Fundamentals for Accountants and the Internet-Initiated ACH.
Volk has a master's degree in accounting from Georgetown University.
Jeffrey Lewis, CCM AAP (Three-day Intensive Review course)
Jeff Lewis is an experienced corporate practitioner and management consultant in the fields of finance, treasury, international business, and electronic commerce. He is a member of the Association for Financial Professional's (AFP) Certified Cash Manager Review Course Faculty, and Cash Management Essentials Course Faculty. Lewis’ firm develops and delivers customized finance and training and educational programs worldwide. He served as a key member of the team that developed this course and AFP's new web-based and instructor-led learning tool, the AFP Treasury Learning System.
Lewis’ professional papers and articles have been published in leading professional publications, journals and newswires worldwide. He has contributed to the development of AFP's body of knowledge textbook, the Essentials of Cash Management, 7th Edition, and is a member of the Body of Knowledge Task Force responsible for the development of the 8th edition of Essentials. He has authored a series of three value-added finance and treasury textbooks for finance and treasury professionals. Lewis holds several professional certifications for financial professionals, including the Certified Cash Manager (CCM) as granted by the Association of Financial Professionals; the Certified International Treasury Manager (Cert CM) as granted by the Association of Corporate Treasurer's of the United Kingdom; the Accredited ACH Professional (AAP) as granted by the National Automated Clearing House (NACHA); and the Series 7 Registered Representative (RR) as granted by the National Association of Securities Dealers (NASD). Lewis also holds a bachelor's degree in economics and business administration from Rutgers University, and an MBA in international and corporate finance from Northwestern University's J.L. Kellogg Graduate School of Management.
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EVALUATION COMMENTS
Certified Treasury Professional
- Excellent training, lot of good information. –Spring 2009 Participant
- Being new to treasury operations and corporate operations and corporate finance, this course was excellent in introducing/acquainting me to the concepts and lingo of finance. It help me understand the current financial climate more clearly. –Spring 2009 Participant
- This was a very informative course. I do not work in the treasury field but the course applies to a wide range of financial/accounting industry professionals. -Spring 2007 Participant
- I gained a lot of valuable information in this class and a better understanding of the treasury system. -Spring 2007 Participant
- Claudia's wealth of knowledge and real life experiences make the class enjoyable and easy to understand. -Spring 2007 Participant
- Ms. Volk was knowledgeable about treasury subjects with thoughtful stories and insights. These facilitate true learning. -Spring 2007 Participant
Certified Treasury Professional Intensive Review
- Terrific class - Very informative and with lots of studying I believe will help me to pass the CTP exam. -Fall 2007 Participant
- Jeff is a wonderful instructor - great enthusiasm, obvious intelligence. -Fall 2007 participant
- Instructor is dynamic - excellent command of knowledge in course area. Application to current and past events relevant. -Fall 2007 participant
- Jeff was excellent. I would recommend him. A fantastic experience. -Fall 2007 participant
