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CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy © 2012 - The Treasury Academy - All Rights Reserved 1 The Treasury Academy

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Page 1: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 1

CTP Prep – On-Line Course

Introduction to Course

Essentials of Treasury Management

D.J. Masson, Ph.D., CTP, Cert-ICM

The Treasury Academy

Fall 2012

The TreasuryAcademy

Page 2: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 2

Session Outline

Introduction to Course

Coverage of Materials

Answers to Some of Your Questions

Page 3: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved

Welcome to the Course

3

Who is The TreasuryAcademy?

12 Module FormatExpectationsGrading, Exams,

ExercisesUse of Website & CanvasContact Info:

◦E-mail: [email protected][email protected]

rg

Professor D.J. Masson

Page 4: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved4

Not-for-Profit OrganizationFocused on providing quality

education and training in the finance, treasury and cash management areas

Primary offerings:◦On-line classes◦On-site training classes for

organizations of any size

The TreasuryAcademy

Page 5: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 5

Course Description and Outcomes

• Description• This course is an in-depth preparation and

review course for AFP’s Certified Treasury Professional exam

• Student Learning Outcomes• Students will learn how to prepare for and

pass the CTP exam

• Required Text• Essentials of Treasury Management, 3rd

Edition (ETM3); published by the Association for Financial Professionals (AFP)

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Page 6: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 6

ExpectationsTo successfully prepare for this exam,

you should plan on spending 4-5 hours per module or a total of 48 – 60 hours

This time should be spent:◦ Reading the text (ETM3)◦ Reviewing the lecture notes and other

supporting materials◦ Viewing the streaming video presentations◦ Participating in live Web sessions◦ Working with other students in groups◦ Taking and reviewing the results of the

practice tests

Page 7: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 7

Typical Questions

Do I need to cover the 12 modules over a 12-week period?

Do I have to attend the live on-line sessions?

What if I’m having trouble with particular concept or area?

I’ve already taken and not passed the CTP exam 1 or more times, how is this preparation different?

Page 8: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 8

12 Modules/Weeks?

You do not need to cover the modules over a

12-week period, they can be done on a more

compressed basis if necessary

We do suggest you plan on spending at least 4-

5 hours per module in reviewing and studying

the materials

The live on-line sessions will generally start

about 10 weeks before the opening of the exam

window, but they will be recorded for those who

are covering the material at a later date

Page 9: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 9

Attendance at Live On-Line Sessions

The live on-line sessions are optional and will usually start about 10 weeks before the opening of the exam window

They are designed to provide additional information on the materials and answer questions from students on their exam preparation

All sessions will be recorded for those who are unable to attend

Page 10: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 10

Having Trouble!!!

We are more than happy to discuss any particular questions or issues you have during the live on-line sessions

We will also respond quickly to any questions sent to us via e-mail

Many of the questions we receive will be added to an FAQ list that will available to all the students

Where possible, discussion forums for various exam topics will be set up

Page 11: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 11

This is Not my First Time with this Exam

Many CTP candidates have had difficulty in passing the exam, you are not alone!!

Our approach in the this course is different from the typical exam prep

We want you to understand how the exam is developed and how to best interpret all the different types of questions on the test

One of our key goals is to help you become a test maker, not just a test taker!

Page 12: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 12

Session Wrap-up

Are there any questions you have about the Introduction to this Course?

Page 13: CTP Prep – On-Line Course Introduction to Course Essentials of Treasury Management D.J. Masson, Ph.D., CTP, Cert-ICM The Treasury Academy Fall 2012 © 2012

© 2012 - The Treasury Academy - All Rights Reserved 13

CTP Prep Course – Introduction

End of This Session. The next topic will be

Essential Learning for

CTP Candidates –

Introduction-01