Eligibility Requirements

You must meet one of these professional experience categories to be eligible to take the CTP exam.

The professional experience requirement to sit for the CTP exam is a minimum of two years full-time work experience in a career-based corporate cash/treasury management or corporate finance-related position. Positions such as internships, vacation/holiday employment or volunteer positions do not qualify in meeting the full-time experience requirement. The experience requirement must be fulfilled by the application deadline, not the start of the testing window. Applicants who submit their application before they have fully satisfied the education and/or experience requirement will be determined ineligible.

All applicants must complete the Report of Experience and/or Education form located in the paper or online applications. Relevant work experience should be outlined on this form.

An advanced business degree from a graduate-level program is equivalent to one year of work experience. In order to qualify for this equivalent experience, a transcript or copy of the graduate degree must be uploaded through the online application or emailed to [email protected].  Please do not send transcripts of bachelor's degrees.

The AFP Certification Committee is the final judge of an individual’s qualifications to sit for the CTP examination. The committee will consider applicant appeals with respect to exceptional circumstances. The committee also reserves the right to verify an applicant’s eligibility through random audits.

All information must be included with your application. Applications will not be reviewed for eligibility until all documentation (including transcripts, if required) and fees have been received by AFP. Applicants who are deemed eligible for the examination will receive a confirmation email from AFP. Applicants deemed ineligible to sit for the CTP examination will receive ineligibility notification and a refund of the application and examination fee, as well as the non-member differential (if applicable). Applicants who choose to cancel their application after submission will receive a refund of the examination fee (only).

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