SoCal AFP | Southern California Association for Financial Professionals

Educational Opportunities

CTP Credential and Exam Information
for everything you need to know about the Certified Treasury Professional credential please visit the AFP site:
  • Current CTP Exam Testing Window: June 1, 2018 - July 31, 2018 (2018A)
  • Early Application Deadline (New Exam Registrations Only): March 16, 2018
  • Final Application Deadline for All Registrations: April 27, 2018
  • Upcoming CTP Exam Testing Window: December 1, 2018 - January 31, 2019 (2018B)
  • Early Application Deadline (New Exam Registrations Only): September 28, 2018
  • Final Application Deadline for All Registrations: November 02, 2018
Additional details can be found at:

CTP Exam Resources

SoCal AFP offers an annual 2-day instructor led CTP classes to help prepare for the exam. To learn more contact:

John Wong, CTP
(213) 615-6605

CTP Study Tips

3 months before the scheduled exam
  • Create a daily schedule with 1-2 hours dedicated to reading the modules
  • Complete the online modules after each book
  • Complete all the questions in the books
  • Pace yourself with a minimum of one module a week
  • Create flashcards with formulas
  • Estimate to finish reading modules at least 3 weeks before the final exam

3 weeks before the scheduled exam
  • Review each book module
  • Take an online module test every 3 days
  • Memorize the formulas

1 week before the scheduled exam
  • Take a complete online practice test
  • Review all the chapters

Day of Exam
  • Write down all the formulas you can remember at the beginning of the test
  • Answer all the questions taking about 30 seconds each to go over the easy ones.
  • Go back to the difficult questions at the end.

Good Luck to everyone studying for the CTP Exam!

Upcoming Events

May 10th, 2018
37th Annual SoCal EXPO

June 7th, 2018
Double Header Program

August 9th, 2018
Double Header Program
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