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: December 1, 2017 - January 31, 2018 (2017B)
  • Early Application Deadline (New Exam Registrations Only):September 15, 2017
  • Final Application Deadline for All Registrations: November 10, 2017
  • Upcoming 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
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!

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