Qualifications entry requirements
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 firstname.lastname@example.org or call +44 (0)20 7847 2529.
Certificate in Treasury (CertT)
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.
(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:
- Business studies
Your degree will need to be from:
- a UK higher education institute or,
- any other institute that is recognised by the National Academic Recognition Information Centre UK (NARIC) as being at an equivalent academic level.
You will need to upload your qualification certificate, or Statement of Comparability if you have gone through NARIC, when booking.
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.
CFA Charter holder
You will need to provide your qualification certificate.
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.
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
- Derivative sales/money market sales/corporate desk
- Structured products
- Internal audit
- Debt restructuring
- Corporate finance advisory
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