Pre-Approved Activities

The following are examples of approved CE activities:

  • Attendance at cash/treasury management, corporate finance or accounting-related workshops, seminars, courses, conferences and live teleconferences/webinars (These educational programs do not need to be sponsored/produced by AFP.)
  • Cash/treasury management, corporate finance or accounting-related college or university courses.
  • Serving as a lecturer or speaker on cash/treasury management, corporate finance or accounting-related workshops, seminars and university/college courses.
  • Publication of authored articles on cash/treasury management or corporate finance-related topic areas (not restricted to AFP publications). Blog posts related to the treasury body of knowledge.
  • Volunteering on AFP or regional AFP/TMA or other finance-related organization committees.
  • Accepted thesis or dissertation in a cash/treasury management or corporate finance-related topic area.
  • Completion of an independent/self-study course (with a method of evaluation or certificate of completion) in cash/treasury management or finance-related topic areas.
  • Successful completion of another financial certification or licensure examination.
  • Successful completion of quizzes on associated articles in AFP Exchange, AFP e-newsletters or select archived AFP webinars.
  • Individual membership in a national, international, or regional treasury, corporate finance or accounting-related association.

For a complete list of acceptable program types and any category limits, please refer to AFP's Recertification Reporting Guidelines

Activities Not Eligible for CE Credit

  • Organizational products and/or sales-specific, marketing or business development presentations
  • Fundamental, introductory or exam-prep courses in corporate finance or cash/treasury management
  • Teaching personal finance courses.
  • Personal career development topics not specific to finance or cash/treasury management
  • Non-finance related computer software application courses such as PowerPoint and Word
  • CTP Exam preparation
  • CTP Certification

AFP Industry Calendar

AFP’s Events Calendar lists upcoming programs produced by AFP, some of which are indicated as approved for CTP/CCM credits. All non-AFP programs posted on the calendar were submitted to AFP for review and have been approved by AFP for CTP/CCM credits.

NOTE: Programs produced by other program providers do not need to be pre-approved by AFP to qualify for credits. They must, however, meet the topic/content requirements outlined in the Recertification Reporting Guidelines.

AFP Industry Calendar