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Support your career growth with certification

CTP with Mastery of Canadian Treasury Management

Sponsored by the Association for Financial Professionals of Canada (AFPC)

The Certified Treasury Professional (CTP) designation sets the global standard in corporate finance and is the symbol of excellence for the treasury professional. Now, CTPs can augment their certification with the Mastery of Canadian Treasury Management credential, which is sponsored by AFP of Canada (AFPC). Earning this mastery demonstrates competency in Canadian treasury management and expert knowledge in the financial processes between the U.S. and Canada.

Adding the Mastery of Canadian Treasury Management to an Existing CTP Certification

Expand your CTP designation with Mastery of Canadian treasury management. This new CTP exam module concentrates on the Canadian financial system; governance and compliance; e-commerce; e-payments; and legal and accounting issues. The module is 50 questions and one hour long. Adding this module will not affect your current recertification cycle.

How To Register for the Mastery of Canadian Treasury Management Examination

1. Review the Mastery of Canadian Treasury Management Candidate Information Bulletin for all policies and procedures regarding the examination. This is a comprehensive guide to the entire certification process, from registration to recertification.

2. Review the product available to help you prepare for the Canadian Mastery exam:

  • Canadian Treasury Management, 3rd Edition

    3. Submit the registration form in the back of the Candidate Information Bulletin

    Please mail or fax the form to AFP:

      AFP
      Canadian Mastery Examination
      P.O.BOX 64714-C
      Baltimore,MD 21264
      Fax: 301.907.2864

    Testing Availability

    Examination Window

    Standard Application Deadline

    Final Application
    Deadline

    Cancellation/ Refund Request Deadline

    Transfer/ Deferral Request Deadline

    June 1 -
    July 31, 2008

    Mar. 28, 2008

    Apr. 18, 2008

    Apr. 30, 2008

    July 31, 2008

    Dec.1, 2008-
    Jan. 31, 2009

    Sept. 19, 2008

    October 31, 2008

    Nov. 7, 2008

    Jan. 31, 2009

    * Applications received after the final postmark deadline will automatically be deferred to the next available testing window.

    Prepare for the Mastery Exam

    Each question on the Canadian Mastery exam is derived from the content of Canadian Treasury Management, Third Edition. The exam includes multiple-choice questions. The order of questions for each examination is random. Test development for the exam is based on psychometrically validated procedures. Pearson VUE and AFP ensure the exam is valid, reliable and legally defensible.

    Canadian Treasury Management, Third Edition
    Canadian Treasury Management, Third Edition focuses on the Canadian financial and banking systems, the differences between the U.S. systems in reference to e-commerce; e-payments; credit collection; governance and compliance. This Canadian body of knowledge is the source for all Canadian content questions on the CTP examination. It is also the source of all content on the Canadian CTP Module exam.

    Note: You may also wish to order the latest body of Knowledge, the Essentials of Treasury Management®, 2nd Edition

     

    Canadian Module Study Resource
    The test specifications are based on the Canadian Treasury Management, Third Edition. Content areas cover:

    • Governance and Compliance
    • Electronic Payments
    • Short-Term Investments
    • Long-Term Investments
    • Legal Issues in Treasury Management
    • Accounting Issues in Treasury Management
    • The Canadian Financial System
    • Financial Institutions in Canada
    • Investor and Depositor Protection
    • Banking and Financial Services

    Taking the Exam

    Fees

    Examination Fee - $135 | Module-Only Candidate Information Bulletin
    The examination fee is required of all applicants, except for those candidates who qualify under the provisions of re-examination or reinstatement.

    Other Fees

    Re-examination - $65
    Form

    For candidates who were not successful on their previous exam attempt. Only candidates who previously sat for the exam in 2007 or later qualify for this re-examination fee.

    Reinstatement - $75
    For candidates who have previously forfeited their examination fee and candidate status by failing to maintain their scheduled exam appointment or failing to schedule an appointment during their approved testing window.

    Transfer Fee - $20
    Form
    For candidates who wish to switch their testing window from the current window to the next available testing window only. Candidates must cancel their existing exam appointment in accordance with test center cancellation policies. Otherwise, candidates will be subject to a "no-show" penalty fee of $30.

    "No-show" Penalty - $30
    This $30 fee will assessed to all candidates who fail to cancel an existing appointment with the test center, regardless of whether they submit a written request to cancel or transfer their exam.

    For specific policies on requesting special testing accommodations; scheduling your exam appointments; changes within the same testing window and appointment cancellations; cancellations and requests for refunds; transfers; deferrals/special circumstances; identification requirements; or information on taking the exam refer to the 2008 Canadian Mastery Candidate Information Bulletin.

    Cancellations and Requests for Refunds
    AFP must receive the cancellation request form by the cancellation deadline. Cancellations may be requested by the exam candidate only. Cancellation notices by former employers or other third parties will not be honored. Candidates who submit a cancellation request form to AFP by the appropriate deadline will be refunded the exam fee portion of their registration fees less a $10 processing fee.

    Candidates may transfer their current exam registration to the next testing window. Only one transfer will be permitted. AFP must receive all transfer request forms by the deadline. Forms are available online. A transfer fee of $20 will be assessed and must be included with the written request. Transfer requests without payment will not be honored.

    Score Information
    Candidates will see a pass/fail result on the screen at the end of the exam, and will receive an official pass or fail report.

    Deferrals/Special Circumstances | Deferral Request
    Form
    Under special circumstances (i.e., medical emergency, birth of a child, death of an immediate family member), AFP may allow the deferral to the next testing window only. AFP must receive all deferral request forms by the deadline. You may fax your notice to AFP's Certification department at 301.907.2864. Special circumstances must either immediately precede or coincide with the administration of the exam. All such circumstances must include supporting documentation, such as a doctor's note, within 30 days of the last day of the testing window. Approval of a deferral request is granted on a case-by-case basis. Deferrals cannot be transferred to another candidate and do not require an additional fee.

    Frequently Asked Questions

  • A Commitment to Education and Certification Pays Off
    Read how it has paid off for Nancy Kinman, CTP.
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