Sponsor Program CE Registration

Gain the competitive advantage of AFP Sponsor Program Registration
With training dollars shrinking, CTPs and CCMs have become more selective in choosing programs offering Continuing Education (CE) credits. Get your program noticed by promoting it to a targeted audience of financial professionals. AFP will provide you with the documentation you need to show your program qualifies for CTP/CCM recertification credits.

Sponsor Program CE Registration Index

• Sponsor Guidelines and Licensing Requirements
• Program Registration
• Qualifying Programs
• Program Delivery Methods
• Partial Credit Program Registration
• Using the CTP logo and Approved Tagline
• Application Process
• Confirmation of Approved Programs
• Program Changes
• Promoting Approved Programs Through AFP
• Calculating CTP/CCM Credits
• Fees
• Non-Compliance Policies
• Attendee Records
• Sponsor Program CE Application

AFP’s Certification Designations

—— Certified Treasury Professional ® (CTP)
—— Certified Cash Manager (CCM)

AFP’s CTP/CCM designations reflect an individual’s knowledge of corporate treasury and cash management. These designations promote ongoing career development through continuing education requirements. As such, the AFP credentials serve as benchmarks in the industry and increase the financial professional’s credibility and visibility in the workplace.

The CTP/CCM credentials represent the highest standard of professionalism in treasury and cash management. To date, more than 19,000 individuals have earned the certification by successfully passing a rigorous examination.

CTP/CCM designees represent corporate and governmental professionals with broad responsibilities in the treasury field. The CTP/CCM certifications also enhance customer relations for bankers, financial services and management consultants, and providers of related services.

AFP encourages organizations to provide timely continuing education activities to their members, clients, customers, prospects and/or personnel. And, because the CTP/CCM program has continuing education requirements, many providers of continuing education events apply for CTP/ CCM sponsor registration. By submitting their CE events for administrative review and registration processing, organizations seeking to include the CTP logo and program approval in their promotional literature can help boost their attendance numbers.

Note: CTPs and CCMs report recertification credits directly to AFP, and are not required to obtain course approval in advance of participating in a continuing education activity.

Under AFP’s CTP recertification guidelines only programs covering topics in treasury/cash management, finance and accounting are eligible for CTP/CCM recertification credits.

Examples of programs that do not qualify for CTP/CCM credits:

• Sessions specific to the benefits and features of a company’s treasury/finance related products and services
• Fundamental, introductory or exam-prep courses in finance or cash/treasury management
• Personal career development sessions not specific to the finance or cash/treasury management fields
• Business development/sales skills sessions
• Technology-specific courses such as, but not limited to, Quickbooks and Microsoft Word
• Archived webinars/Teleconferences without assessments.

University/College Courses: Offered by a college or university, generally over the course of a semester or trimester. Instructor-led, either face-to-face or online. Includes at least one, usually multiple, assessments through out the duration of the course. A three- or four-credit course is equivalent to 18 credits.

Conferences: An event lasting one or more days that offers attendees the opportunity to choose from concurrent sessions on a variety of topics. Credit is determined by the total of available 50-minute classroom sessions that one person could reasonably attend in their entirety.

Seminars: An event covering one topic that lasts as few as 50 minutes up to several days. Credit is determined by dividing the total minutes of instruction, less breaks and meals, by 50.

Career Development: Seminars, conferences, etc. concerning subject matter not specific to the treasury/finance/accounting industry. Acceptable career development topics include leadership oriented activities, job-search strategies and presentation skills. Credit is determined by dividing the total minutes of instruction, less breaks and meals, by 50. CTP/CCMs may claim a maximum of three credits in career development topics per three-year cycle.

Self-Directed and Prerecorded Offerings: Course that are not taught in a face-to-face setting by an instructor or presenter, such as self-directed online courses and prerecorded webinars, must include an assessment and certificate of completion to be eligible for approval. Assessments must have an 80% passing score. Credit is determined by dividing the total minutes of instruction by 50.

AFP may approve selected portions of a program as eligible for CTP/CCM recertification credits. In this occurrence, the sponsor will be informed of the sessions that are not approved for credits. Sponsors must then inform attendees/registrants of qualifying and non-qualifying sessions.

A camera-ready copy of the CTP logo and approved tagline are provided to the sponsor. Promotional materials for programs approved by AFP for CTP/ CCM credits must include the following tag line:

—— Programs approved for 1 credit
Approved for _____ CTP/CCM recertification credit by the Association for Financial Professionals.

—— Programs approved for more than 1 credit
Approved for up to _____ CTP/CCM recertification credits by the Association for Financial Professionals.

The sponsor must receive prior authorization from AFP to alter the approved tagline.

The Sponsor Program CE Application should be submitted at least one month prior to the program date. This ensures adequate time for processing and allows the sponsoring organization to use the CTP logo in their marketing materials.

Organizations interested in having their program reviewed for CTP/CCM recertification credits must submit the following:

• A completed Sponsor Program CE Application comprising two parts, a Registration Form and a Limited License Agreement for use of the CTP logo, and the approved AFP tag line.
• Program agenda indicating event date and location(s), session title(s), content description of each session, speaker(s) name, length of each session (start and end times), and scheduled breaks and/or meals.
• Description of the method of assessment and a sample “certificate of completion” if applicable.
• Registration Fee

Incomplete applications will not be processed.

Each program requires a separate application. Only one application needs to be submitted for a program that will be presented on multiple dates or locations. (Include all dates and locations on the application.)

The Licensing Agreement and approval letter are effective for 1 year from the date of the letter. During this period the Sponsor will not be assessed an additional fee if the original program is repeated and the agenda remains unchanged. Once the agreement expires the Sponsor must resubmit the program for approval.

Sponsors submitting qualifying continuing education programs will receive, via email, a letter confirming approval and camera-ready copies of the CTP logo. The letter includes the attachment “AFP Program Registration” form which must be distributed to event participants so they may report and document the approved continuing education credits for that program.
Sponsors will be notified if a continuing education program is not approved.

Cancellation

The Sponsor must notify AFP and registrants/attendees if a program approved for CTP/CCM credits is cancelled for any reason. Cancelled programs will be removed from the AFP Events Calendar if posted.
The Sponsor will be refunded 50% of the initial registration fee.

Changes to Agenda

The Sponsor must notify AFP if the agenda of a program approved for CTP/ CCM credits is changed for any of the following reasons:

• Date and/or Location
  The Sponsor will receive a revised approval letter and an updated registration form for distribution to attendees.
  A new application is not required.
• Session Times
  The Sponsor will receive a revised approval letter if credits are adjusted due to a change in session times.
  A new Sponsor Program Application and agenda must be submitted for review.

Repeat Programs

If a program approved for CTP/CCM credits is revised and is being repeated within the 1 year agreement a new application must be submitted for review.

A new application must be submitted to renew any program approved for CTP/CCM credits and that will be repeated after the agreement has expired.

Programs approved for CTP/CCM credits may be listed on the AFP Events Calendar, at www.AFPonline.org. The program title, date(s) offered, location(s), Sponsor name and contact information will be included. To promote a program approved for CTP/CCM credits indicate your request on the Sponsor Program CE Application.

Every 50 minutes of a qualifying program, including Q&A, is equivalent to one CTP/CCM recertification credit. Scheduled meals and breaks are not included.

To determine the number of credits for programs held before January 1, 2010, divide the total number of qualified minutes by 50, then round down to the nearest whole number.

For programs held January 1, 2010 or later, determine the number of credits by dividing the total number of qualified minutes by 50. Do not round down.

A program must last for at least 50 minutes to qualify for credit.

Program sponsors are assessed an administrative processing and logo usage fee of $100 per approved recertification credit. For example, a program approved for 2 credits would be assessed a fee of $200. A program approved for 1.6 credits would be assessed a few of $160. Prepayment by credit card is required for amounts of $500 or less. Invoicing is available for amounts over $500 only and payment is due within 30 days of invoice.

Note: The fee is waived for AFP/TMA Regional Associations

The Limited License Agreement outlines the proper usage of the CTP logo, and promotional tag line. Variations are prohibited. Failure to comply with these policies may result in any or all of the following:

• Sponsor will not receive approval for their program.
• If the CTP and/or tag line are included in a sponsor’s promotional material without AFP’s prior authorization the Sponsor must issue a retraction to the attendees/registrants.
• The Sponsor will be required to pay a fee, based on $100 per CE credit, for the unapproved use of the CTP logo and/or tag line.
• The sponsor may be placed on probation and may not be permitted to submit future programs for CTP/CCM credit approval.

For auditing purposes all CTP/CCM designees are required to retain proof of their participation in the CE programs being reported. Sponsors must therefore distribute the Sponsor Program Registration Form accompanying the approval letter to their program attendees/registrants.

The Sponsor Program CE Application consists of two forms, the Sponsor Program Registration Form and the Limited License Agreement. Both must be completed and submitted with the program agenda, indicating session titles and content description, lengths of each session, speakers, bios, scheduled breaks and meals.

Download the Sponsor Program CE Application

Contact the Certification Department with any questions

Phone: 301.907.2862
Fax: 301.907.2864
Email: certification@AFPonline.org