Qualifications entry requirements

Qualifications entry requirements - make your experience count

Due to the progressive learning structure of ACT qualifications, entry requirements apply. There are however a number of ways for students to get recognition for what you have already achieved which may result in exemptions ranging from a study unit to a whole qualification.

After reading the applicable entry requirements below, if you are still unclear and need assistance please contact the ACT Learning & Member Support at academy@treasurers.org or call +44 (0)20 7847 2529.

Certificate in Treasury (CertT)

I have completed the Certificate in Treasury Fundamentals +
You get automatic entry to the Certificate in Treasury if you have successfully completed the Certificate in Treasury Fundamentals, you don’t have to provide evidence of any qualifying experience.
I have completed the Certificate in Financial Fundamentals +
You get automatic entry to the Certificate in Treasury if you have successfully completed the Certificate in Financial Fundamentals, you don’t have to provide evidence of any qualifying experience.
I have completed the Certificate in International Cash Management +
You get automatic entry to the Certificate in Treasury if you have successfully completed the Certificate in International Cash Management, you don’t have to provide evidence of any qualifying experience. You can claim an exemption from Unit two: Cash and liquidity management. This means you only have to successfully complete the assessments for the remaining four units to achieve the qualification.
I am a qualified accountant +
If you are an accountant qualified with an IFAC member body, then you are eligible for direct entry. You will need to provide a copy of your qualification certificate when booking.

You can claim an exemption from Unit three: Corporate finance. This means you only have to successfully complete the assessments for the remaining four units to achieve the qualification.

Is my previous degree recognised? +

(A) Recognised degree in Accounting or a joint honours degree if achieved within the last 10 years

You are eligible for direct entry if you have a recognised degree in Accounting or a joint honours degree combining two of the following subjects and if this has been achieved within the last 10 years:

  • Accounting
  • Finance
  • Economics
  • Banking
  • Business studies

Your degree will need to be from:

You will need to upload your qualification certificate, or Statement of Comparability if you have gone through NARIC, when booking.

(B) MBA

You can apply for direct entry onto CertT if your MBA is from an accredited institution:

You will need to provide a copy of your qualification certificate.

(C) Recognised degree in any other graduate discipline

If you have a recognised degree in any graduate discipline and you have twelve months' experience of working in a treasury role or working with treasury in either a financial institution or a treasury consultancy, then you are eligible for direct entry. If you are unsure, please see the operational level of the ACT Competency Framework. If you are working at the operational level you will be suitable for CertT.

You will need to provide your qualification certificate and a completed work experience declaration form when booking.

Other professional qualifications +

CFA Charter holder

You will need to provide your qualification certificate.

I have work experience +
If you don’t have any of the qualifications listed above, but you do have three years’ experience of working in a treasury role or working with treasury in either a financial institution or a treasury consultancy, then you are eligible for direct entry. If you are unsure, please see the operational level of the ACT Competency Framework. If you are working at the operational level you will be suitable for CertT. You will need to upload a completed work experience declaration form when you book the CertT online course.

Please note, your chances of success are likely to be improved if you first complete the Certificate in Treasury Fundamentals (CertTF), to get a full grounding in the treasury context.

Guidance for applicants who have acquired work experience through a financial institution +
If you are applying on the basis of work experience that you have acquired through your work at a financial institution, you should be able to demonstrate in your work experience declaration form that you either:

1) Work in an asset and liability management related area of the institution, or

2) Work in an area in which you:

  • Are client facing and deal with those responsible for corporate treasury on a daily basis or
  • Are not client facing but deal with corporate treasury issues on a daily basis or
  • Have the opportunity to review the treasury requirements of businesses and suggest appropriate products and solutions to meet their needs

Possible job areas include:

  • Asset and liability management
  • Bank treasury
  • Global/corporate/wholesale banking
  • Product development
  • Relationship management
  • Cash management
  • Trade finance
  • Supply chain finance
  • Syndicated/other loans
  • Leasing
  • Derivative sales/money market sales/corporate desk
  • Structured products
  • Compliance
  • Credit
  • Internal audit
  • Debt restructuring
  • Corporate finance advisory
None of the above applies to me +
You will first need to successfully complete the Certificate in Treasury Fundamentals in order to become eligible to move onto the Certificate in Treasury.

Diploma in Treasury Management

I have completed the Certificate in Treasury +
You get automatic entry to the Diploma in Treasury Management if you have successfully completed the Certificate in Treasury, you don’t have to provide evidence of any qualifying experience.
I have completed the Certificate in International Treasury Management +
You get automatic entry to the Diploma in Treasury Management if you have successfully completed the Certificate in International Treasury Management, you don’t have to provide evidence of any qualifying experience.

I have come via the Accreditation of Prior and Experiential Learning (APEL) route +
Having successfully completed this route you have direct entry to the Diploma in Treasury Management, you don’t have to provide evidence.
I am CTP qualified +
If you hold the Certified Treasury Professional (CTP) qualification you get automatic entry to the Diploma in Treasury Management. You will need to upload a copy your qualification certificate when you book.
None of the above applies to me +
You will first need to successfully complete the Certificate in Treasury in order to become eligible to move onto the Diploma in Treasury Management.

MCT Advanced Diploma

We are currently not accepting applications for the MCT Advanced Diploma. More information on the MCT course will be published in 2018.

ACT qualifications with no entry requirements

There are no entry requirements for two qualifications:

  • Certificate in Treasury Fundamentals
  • Certificate in International Cash Management

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