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FAQs, Helpful Links

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, and capital and risk management.

For more information about the benefits of a CTP certification, click here

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 FP&A certification.

You can also access the AFP FP&A Learning System demo here.

How do I earn certification?

The CTP examination is made up of 170 multiple-choice questions and is based on concepts and experiences related to treasury management. Each question is derived from the 4th Edition of "Essentials of Treasury Management."

Click here for more information on the CTP exam.

The FP&A exam consists of two parts that require a mastery of the critical skills, knowledge and abilities involved in the corporate financial planning and analysis function, as follows:

Part I: Financial Acumen encompasses gathering and 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 about taking the FP&A exam.

What if I need help preparing for the exam?

The AFP Treasury Learning System™ is a valuable study tool that offers online and print study materials, including e-flashcards, practice exams, mobile tools, and 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.

The instructor-led AFP Treasury Learning System is offered at Villanova University. 

The AFP Financial Planning & Analysis Learning SystemTM 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 Treasury Learning System™
Click here for more information on the AFP Financial Planning & 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 (CE) credits every three years to maintain certification. Click CTP Re-certification, for more information.

Are my CE credits being audited by the AFP?

PAFP will provide members who earn CE credits with an official letter from confirming the sessions you attended. Email [email protected] for confirmation. Please include the dates you attended sessions.   

PAFP membership in the PAFP is worth one CE credit. It might interest you to know that serving on the PAFP Board of Directors is worth four CE credits.

CTP certification is valid for three years and occurs every year in June. A certified CTP must earn and report a total of 36 continuing education (CE) credits within every three year re-certification cycle.  FP&A Certification is valid for three years. A certified FP&A professional must earn and report a total of 45 continuing education (CE) credits within every three year re-certification cycle.

Click here for more information on AFPs criteria for either re-certification.

What if I forget what meetings I attended?

You can easily find out your meeting attendance. Go here to access the registration lists for past PAFP meetings.


Are my CE credits being audited by the AFP?

PAFP provides official letters to members who qualify for certification or re-certification for sessions you have attended.

Email [email protected] with your request; please include the date(s) of your session(s).

PAFP membership is worth one continuing education (CE) credit. It might interest you to know that serving on PAFPs Board of Directors is worth four CE credits.

For access to meeting registration list for past PAFP meeting, click here.

Click Next >> below for how you can earn the CPE (for CPAs, EAs, and CMAs) and AAP professional accreditation via NACHA.