Certificate in Financial Fundamentals (CertFin)

Key facts

How you study

Online distance learning with dedicated tutor support


4 modules (see exemptions)

Duration & study time

6 months; 200 study hours


4 written exams (5 hrs total)

Enrolment routes

Enrol as a standalone Cert
Enrol as part of AMCT

Upcoming intakes

Start Apr 15: Exam 6 Oct 15

Enrolment deadlines

15 Mar: Oct exam sitting



The essential foundation for corporate treasury – financial & management accounting, economics & statistical analysis, corporate tax and business law

CertFin equips you with a framework for analysing commercial activity, providing insight into accounting, corporate taxation and law to understand how they apply to corporate treasury and business transactions. By the end of your studies you will have an understanding of the financial principles and techniques that underpin treasury and corporate financial management.

Is this qualification for you?

CertFin will deliver on your career needs and goals if you are:

  • Considering a career in treasury or corporate finance and need a formal education in business or finance.
  • In the early stages of your career and need to consolidate your basic business knowledge and improve your analytical skills.
  • Working in a financial institution where you need to understand your corporate customers better in order to deliver value-added solutions to meet their needs.

Why take this qualification?

  • To gain a clear understanding of the business context of treasury activities that you can put into use immediately in your current role.
  • Gain confidence in your interactions with your finance, tax and legal colleagues.
  • Enhance your career and employability prospects with a certified professional qualification from the leading chartered provider of international treasury education.

What will you learn?

  • Identify and use financial information relevant to treasury by reference to financial statements (publically issued and management accounts).
  • Apply analytical and statistical techniques essential to decision making in business.
  • Recognise when to involve your tax colleagues in your planning based on your understanding of the principles of taxation in different countries.
  • Understand the potential legal implications of the transactions you enter into during your working day.

Take your first step to becoming a qualified treasurer by enrolling on CertFin as a standalone Certificate or as part of AMCT Diploma.



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