Date: June 2, 2016

CTP - Essential Learning for CTP Candidates

Session Description

Dispelling Common Misconceptions About the CTP Exam 

How ETM is Created & the CTP Exam is Developed 

Successful Tips & Techniques for Preparing for & Passing the CTP Exam 


This session will cover common misconceptions about the CTP Exam that lead candidates to make assumptions that are incorrect. Incorrect assumptions can set up candidates for failure even before they embark on a course of study and exam preparation. Learning how Essentials of Treasury Management (ETM5) is created and how the CTP Exam is developed is the starting point for enabling candidates to have a factual and realistic understanding of what they need to learn in order to earn the credential. This session also offers candidates proven tips and techniques for preparing for the CTP Exam and for ensuring the best chance of passing. The session concludes with a discussion of the new Body of Knowledge text (ETM5).


Speaker Information

D.J. Masson, Ph.D., is President of The Treasury Academy, a training and consulting firm specializing in treasury management, international finance, business forecasting, and risk management. Over the past 25 years, D.J. has provided business and financial consulting and training services to a wide variety of corporations, financial institutions, and not-for-profit organizations in the U.S., Canada, and abroad. He is currently an Associate Clinical Professor of Finance at Indiana University’s Kelly School of Business and is a trainer and curriculum developer for programs with Association for Financial Professionals (AFP), GT News and Association of Corporate Treasurers (ACT) in the U.K, and Citibank’s Global Transactions Services unit. 


D.J. has extensive experience in developing curriculum for a wide range of teaching and training environments, both residential and on-line. He has developed classes and taught at all levels of higher education: undergraduate, MBA, Executive MBA, and in-house, custom-designed courses. D.J. has worked with professional associations to develop workshop, training materials, and certification programs in the areas of Treasury Management, Credit Management, Global Cash Management, Financial Forecasting, Commercial Banking, and Risk Management. 


D. J.’s educational background includes a B.A. in Business from the University of New Orleans and an MBA and Ph.D. in Finance from Indiana University.  D.J. earned his Certified Cash Manager (CCM/CTP) credential in 1988. D.J. also earned the Cert ICM, an international cash management certification, from the Association of Corporate Treasurers (ACT) in the UK in 1999.