Customer Service FAQs
Member / User Profile
Processes & Procedures
Q: When does my membership expire?
A: All new memberships are 12-months in duration based upon the month in which you join. For example, individuals whose AFP membership begins in April will have an expiration date of March 31 the following year. Your membership expiration date can be found in the upper right hand corner of the website. You must be logged onto the site in order to access this information.
Q: What is my record number/AFP ID number?
A: You can obtain this information by logging onto the www.afponline.org website to access your profile. In the upper right hand corner of the site, click "My AFP". The id number listed above your name is your record/ AFPID number.
Q: How much is membership?
A:For One Year: (Effective July 1, 2013)
$495 CAD + applicable tax-AFP of Canada
$795 CAD + applicable tax-SCT (Society of Canadian Treasurers)
Q: Where do I send my check payment?
A: AFP, P.O. Box 64714 Baltimore, MD 21264
Q: I want to pay AFP by WIRE or ACH, where are the bank details?
A: Please submit your request
along with your name, title and company information to email@example.com
and we will provide you with the details.
Q: I don't remember my password, how can I get it?
For the Association for Financial Professionals - Click the login button on the home page, in the upper right hand section. Underneath the login box, click the "FORGOT YOUR PASSWORD" link.
For the AFP Learning System - Contact Holmes Corporation (third-party vendor) Customer Service 1-877-237-3382 or email firstname.lastname@example.org
- Discussion Boards - This log-in is separate from the afponline.org website log-in. For more information regarding the discussion board, visit here. You can also contact Konstantine Kastens at email@example.com.
- For gtnews - For AFPonline.org, AFPonline.ca, gtnews.com, and bobsguide.com, there is a single sign on. If you are a registered user/member of AFP, use your username and password.
- For Global Career Services - Click here to create a profile as either a Job Seeker or Employer/Recruiter. For questions, contact Julianne Franck firstname.lastname@example.org.
Q: What is the difference between Associates and Corporate Practitioners?
A: Associates: Sell products and services to finance/treasury departments, or perform consulting. Corporate Practitioners: Perform/manage finance functions for their firm.
Q: I've never logged into the website before, how do I get a username and password?
A: Follow these instructions on becoming a new registered user. If you need further assistance, you can contact AFP's Customer Service by email at email@example.com or call 301/907 2862 during our normal business hours of 8:30 a.m. - 5:00 p.m. EST.
Q: How can I access past editions of AFP produced newsletters?
A: You can access the archived newsletters here. You must be logged onto the website in order to access this information.
Q: How can I order back issues/or missing issues of the AFP Exchange Magazine?
A: We regret that subscribers sometimes fail to receive a specific issue of AFP Exchange. Our records show that the majority of these failures of delivery occur during local postal delivery and are also due to change of address. If you do not receive an issue of AFP Exchange during the subscription period, we will replace single issues only if we are notified within 90 days of the issue date. After a 90-day period, a payment of $15.00 USD (member/subscriber rate) and $22.50 USD (non-member rate) is required to replace a missing issue. An additional $2.50 for domestic and $5.00 for international will be added to replacement orders. Please send all requests to Customer Service at firstname.lastname@example.org.
Q: I've signed up for a webinar, when will I receive my access details?
A: A reminder email containing access information will be sent to your primary email address the morning of the event. For questions, contact Casey Breslin at email@example.com.
Q: How to I access my AFP Service Codes subscription?
A: First, you must have a subscription to the Service Codes which is purchased through our online store. You can subscribe here. If you are subscribed, you can access the codes here.
Q: How can I access Level 1, 2, and 3 Bank Pricing Data?
A: Level One access is a member benefit, while level 2 and 3 require payment. Level 3 is a custom report, and is handled directly by the vendor. To see Level 1 and 2 comparisons, click here.
Q: I've registered to use the website, but have not received my username and password. Where is it?
A: First check your SPAM/Junk folder. Some networks will mistake the email as spam because it's generated from an automated email account (AFP@afponline.org). Your username is always going to be your primary email address on file. To avoid creating a duplicate record, please contact our Customer Service Dept at firstname.lastname@example.org call 301/907 2862 during our normal business hours of 8:30 am - 5:00 pmEST.
Q: I am unable to access a section of the AFP website; it's stating that it is for members only. Why is this happening?
A: Our website has many levels of access. Please contact Customer Service during our normal business hours of 8:30 am - 5:00 pmEST to verify your membership status.
Q: How can I get a copy of a receipt?
A: You can either call AFP's Customer Service Department at 301/907-2862 or send an email to email@example.com.
Q: I'd prefer to pay for the CTP exam using a check, where can I find a printable form?
A: Visit the Certification section of our website. Here, you can request the Certification Candidate Guide. The application is included in the guide. You will also find everything you need to know about the CTP exam.
Q: Where can I find the printable application for AFP Membership?
A:The printable pdf version of the membership application can be found here. Once you're on the page, scroll down a bit and click the link that says Printable Membership Form. (Please note: You will need Adobe Acrobat on your computer in order to print this form)
Q: Where can I find a book/publication order form?
A: Here's the link to the order form.
Q: My AP Dept needs a W-9 from AFP, where can I find it?
A: The W-9 form can be found here. (Please note: You will need Adobe Acrobat on your computer in order to print this form)
Q: What is AFP's cancellation/refund policy?
A: All cancellation/refund requests must be made in writing, and should be emailed to firstname.lastname@example.org. The refund may be subject to cancellation or processing fees, which will be deducted from the refund amount. For specific fee details, contact Customer Service. All refunds will be issued in the manner in which the original transaction was received. Check refunds will take 30 days to be processed and sent to the requestor. (Event cancellations have deadlines in which they can be received, if you are unsure of your eligibility for a refund, contact Customer Service)
Q: Can I transfer/cancel my membership?
A: AFP membership dues are individual, non-refundable and non-transferable. If you would like to submit a request for consideration, please email your request to the Membership Manager, Natalya Read at email@example.com. If your request to cancel your membership is granted, your refund will be pro-rated based on your join and cancel date.
Q: What is AFP's publication return policy?
A: All returned books should be in new condition within 90 days of original order. Contact our Customer Service Dept for return address. The returned books should also include a written request for refund. The request should include contact name and phone number for any follow up questions, and sent to firstname.lastname@example.org. All refunds will be subject to a 20% re-stocking fee. AFP does not hold credits after book returns have been received. Refunds will be processed in the form in which payment was received. ****PLEASE NOTE*** The current edition (3rd Edition) of the Essentials of Treasury Management will not be accepted for return after 9/9/2013.
Q: Does AFP Accept P.O.s (Purchase Orders)?
A: AFP does not accept purchase
orders. Accepted forms of payments are: Check, Credit Card, Wire, ACH, and
Money Order. All purchases must be paid in full with an accepted form of
payment before any products or services are delivered to the customer. AFP will
provide invoices upon request. To obtain an invoice for payment, please contact
Customer Service via phone 301-907-2862, or by email email@example.com during
normall business hours Monday thru Friday 8:30am – 5:00pm EST.
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