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CTP & FP&A Credits
FAQs, Resources
CPE, ACH Accreditation
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Earn Continuing Education Credits 

The Association for Financial Professionals (AFP) offers two certifications (including re-certifications) to PAFP members:
  • Certified Treasury Professional (CTP)
  • Certified Corporate Financial Planning & Analysis (FP&A) 



Philly AFP works closely with AFP to determine credit earned for our various meetings, and events. On average, attendees earn 1.2 in CTP credits. We verify credits earned for each session or meeting and include this information in our emails to members. 

You can check your Member status and credits earned in your Member Profile under Membership on the homepage

To learn more about the CTP and FP&A certification process, click Next below.


CTP & FP&A Re-certification Continuing Education Credits

The PAFP provides a number of ways that you can earn re-certification continuing education credits towards your CTP and FP&A credentials.    

How It Works

  • Just for being a member of PAFP, you will earn 1.0 continuing education credits per year.
  • We hold meetings and webinars throughout the year; most programs and events earn members at least 1.2 continuing education credits.
  • Credits are calculated using the formula of 1.0 credit per each 50-minutes of presentation. This may vary based on the content of the program.
  • The Treasury Initiatives Conference, PAFP’s annual all-day conference, provides members with the opportunity to earn up to 7.2 continuing education credits.
  • If you are a speaker at a PAFP event you can earn up 2.4 continuing education credits with credits calculated using the formula of 2.0 credits per each 50-minutes of presentation. (And, credits for speakers may vary based on program content.)
  • If you serve on the PAFP Board of Directors or as a PAFP Committee Chairperson, you will earn 4.0 continuing education credits per one year term.
  • And, if you serve as a PAFP Committee Member, you will earn 3.0 continuing education credits per one year term.

All earned CE credits are subject to change per the latest guides provided by the Association of Financial Professionals. We post current CE credits as we announce events.

Learn More

To learn more about earning CE credits, email our Education Director.

To Become a Member, go here.

To register for the 2018 Treasury Initiatives Conference, go here.

For Upcoming Meetings, go here.

For more Helpful Links, and FAQs click the Next below.


Any Questions?

Contact Us!


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.

More Continuing Education Options

Maintain Accounting Requirements and ACH Professional Accreditation

A Continuing Professional Education (CPE) credential or other designation is required for CPAs, EAs, and CMAs to maintain professional competence and to continue to provide professional services.

Accountants and other accounting-related professionals are responsible for complying with all applicable CPE requirements, the rules and regulations of state boards of accountancy, as well as those of membership associations and other professional organizations.

CPE Requirements for AICPA Members

The American Institute of Certified Public Accountant (AICPA) can answer questions on policies for the CPE membership requirement.

AICPA offers thousands of hours of CPE ranging from foundational to expert, covering hundreds of topics, and delivered via webcast, live events, on-demand self-study, and more. Their high-quality CPE helps you maintain your professional competency to provide quality professional services.

To learn more, visit AICPA.

The Statement of Standards are published jointly by the AICPA and National Association of State Boards of Accountancy (NASBA) to provide a framework for the development, presentation, measurement and reporting of CPA-related CPE programs.

Benefits of Becoming an Accredited ACH Professional

Earning your credentials as an Accredited ACH Professional (AAP) has a wide array of benefits. As an individual, your accreditation demonstrates to your employer that you’re committed to the profession, which can provide opportunities for personal career growth. It also helps your company, since bank regulators and examiners regularly look at financial institutions’ AAP employees as a sign that the organization is committed to risk management and regulatory compliance.

These benefits apply to solution providers, processors and even end users. By having an AAP on staff, an end user like a business or government agency can more effectively manage Automated Clearing House (ACH) Network use and enhance its risk management profile. Similarly, solution providers and processors need qualified AAPs on staff to ensure they are in compliance with financial institution and client company regulations.

Once you have your accreditation, you’ll find that you are in high demand as the “go-to” person for all things ACH.

Finally, your status as an AAP helps pave the road for future ACH professionals. If your organization or company offers courses licensed for the AAP CE credit, you’ll contribute to an industry-wide effort to raise the bar on payments-related education. By contributing knowledge to your organization’s course offerings, you will help your colleagues, further your own education, and boost your company’s reputation for excellence in the industry.

To learn more about AAP accreditation, visit the National Automated Clearing House Association (NACHA).

PAFP members and attendees at events can earn CPE and AAP credits depending on the topic. For questions about Continuing Education, email us here.