Treasury

The AFP Treasury Learning System™ is a professional development program and a Certified Treasury Professional (CTP) exam preparation course. The course is written by experts on corporate cash management and based on the 2017 Certified Treasury Professional body of knowledge that reflects the current responsibilities of treasury professionals. It signifies that you have demonstrated the knowledge and skills required to effectively execute critical functions related to corporate liquidity, capital and risk management. The CTP designation is the only professional credential in cash management.

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This program is offered in partnership with the Association of Financial Professionals (AFP). It is a blended format of printed workbooks and web-based learning software based on the complete text of Essentials of Treasury Management, 5th edition—the official body of knowledge tested on the CTP exam. This learning system includes printed books, online software access, a participant guide, and access to download an ebook version. The CTP examination is based on globally recognized standards of practice, concepts and theories in treasury management.

This class includes six modules:

  • Module One: Introduction to Treasury Management
  • Module Two: The Treasury Management Environment
  • Module Three: Financial Reporting and Analysis
  • Module Four: Working Capital Management
  • Module Five: Risk Management
  • Module Six: Financial Management

Users of the AFP Treasury Learning system enjoy a higher pass rate than other candidates!

Upon successful completion of this course, you will receive a Certificate of Achievement in Treasury Management from AFP and earn 3.6 CEU credits.

A Smart Investment: If you do not pass your certification exam, you may attend our class during the following semester for only a $225 re-registration fee, provided you still have the necessary materials.

The CTP exam, made up of 170 questions, is based on the concepts and experiences basic to cash/treasury management. For eligibility requirements and registration information, go to the AFP Web site.

AFP has set up a guide to find strategies and test taking tips to help you prepare for the CTP exam. Sample questions, with answer keys, are included in the preparation guide.

Why should you earn the CTP credential?

  1. Higher salaries: Earn up to 16% more than your non-certified peers.
  2. Increased job security: Validate your competency in liquidity, capital, and risk management functions.
  3. Greater career flexibility: Prepare for greater on-the-job responsibilities.

Career Advancement

The 2017 AFP Compensation Survey continues to demonstrate the importance of education and professional certification in a financial professionals' career; they play a critical role in contributing to career advancement and salary earnings' potential.

According to the 2017 AFP Compensation Survey, many factors influence a financial professional's potential for promotion. The report said the most often cited criterion for upward mobility is increased responsibility (cited by 81% of respondents). Other factors that impact career advancement include an employees' contribution to profitability (67%), holding an M.B.A. (16%) or earning a professional certification such as AFP's Certified Treasury Professional (24%). Read the 2017 AFP Compensation Survey.

The AFP Learning System Treasury program is delivered in a blended learning format of printed workbooks and web-based learning software. An e-book feature has been added for students who prefer to study on an iPad, Nook, or Kindle. Take a free demo of these materials. These tools are augmented by the expertise of an experienced instructor. The classroom environment allows for interaction with your peers and the instructor, and provides structure to keep you on track to meet your goals.

Registration

Register online

Register by Fax/Mail

* If you are an AFP member or NYIT alumni, please select the class section that has an "S" in it, in order to receive your discount.

Schedule of Classes

Spring 2019

Location: NYIT's New York City Campus
Dates: Saturdays, February 23 – May 11
Time: 9 a.m. – 1 p.m.

Cost: $1,395 for AFP members and NYIT alumni and $1,495 for all others. Includes AFP Treasury Learning System and online component.

Instructor Information

Folarin Ojo, Certified Treasury Professional (CTP), is a Vice President and Senior Relationship Manager in the Mid-Corporate division of HSBC Bank. He has over 15+ years experience helping commercial clients optimize their capital resources and effectively manage risk. Prior to HSBC, Folarin worked as a Senior Portfolio Advisor with Merrill Lynch, Commercial Specialist with Bank of America, and Relationship Manager with JP Morgan Chase. Folarin received his MBA degree in Finance from Rutgers University in New Jersey. He holds a Series 79 investment banking license. He is also a Certified Treasury Professional, Certified Financial Planner, and Chartered Financial Consultant.

For additional information, please call 516.686.7722 or email afp@nyit.edu.

CTP Exam Deadlines

To register for the CTP exam go to afponline.org.

For June 1, 2019 – July 31, 2019 Testing Window

  • Early Application Deadline:
    March 22, 2019
  • Final Application Deadline:
    April 26, 2019