Ernest L. Smith, CTP, M.B.A.
Ernest L. Smith is senior vice president, North Texas regional sales manager at BBVA Compass. Smith is responsible for a staff of 10 TM professionals, providing TM product sales and support to clients in the North Texas region. Before joining BBVA Compass, Smith spent 16 years at JPMorgan Chase, including six years as a Commercial Banker and three years as a Private Client Advisor. Prior to Chase, he spent three years at South Main Bank as Credit Officer and Compliance Officer. Smith has 23 years of banking experience and 15 years of treasury management experience. He received his B.S.B.A. in Finance from the University of Arizona and his MBA from Duke University's Fuqua School of Business.

Smith has been teaching CTP exam preparation at the University of Dallas since 2011. He is active in the local AFP chapter and has been part of the committee that reviews test questions on the actual CTP exam.

This program is held in an online format with 12 online live sessions led by our instructor in the University's LMS. Students attend online sessions for lecture and discussion, and will complete assigned work on their own between live sessions. 

Class capacity is limited to 20 students to ensure the best educational experience. Registration is on a first-come, first-served basis, so complete your registration today!

• Class Dates: September 3 - December 3, 2024
• Skips: October 22, 2024
• Times: 6:00 - 9:30 p.m. CT (Tuesday evenings)
• Modality: Online live instruction via Zoom
• Registration deadlines:
  • Early-bird: August 3, 2024
  • Standard: August 23, 2024

Tuition includes the twelve Tuesday evening online live sessions with the professor, and all course materials required to participate in the class. Tuition fee does not include cost of the CTP certification exam.

STANDARD REGISTRATION TUITION RATES:

• $1,625 - Standard Tuition
• $1,463 - Discounted Tuition 

EARLY-BIRD REGISTRATION TUITION RATES:

Students can qualify for an early bird discount by completing the registration process (including payment) by the early bird deadline. The early bird period ends 30 days from the start of the class. To qualify for the early bird discount, students must fill out and submit the online application form and submit payment before the early bird deadline (see registration deadline section for deadline information). 

• $1,463 - Standard Tuition
• $1,301 - Discounted Tuition

OTHER DISCOUNTS: The University offers discounts to UD Alumni and Students, UD Employees, Government Employees (federal and local), US Veterans, and AFP or FPA Dallas members. To qualify for the discount, students must provide an active .edu or .gov email, UD ID, or membership number.

The maximum class capacity is 20 students. We reserve seats in class on a first-come, first-served basis. To secure a spot in the course, you must fill out the online application form and submit your payment. Application forms without payment do not guarantee a spot in class. 

• Early-bird registration deadline: August 3, 2024
• Standard Registration deadline: August 23, 2024

The University of Dallas accepts the following forms of payment: 

• Cash payments: Our Office of Finance receives cash payments during regular business hours. 
  Credit/Debit card payments: We accept VISA, MasterCard, Discover, and American Express using our online payment portal.
• Check payments: Make the check payable to "University of Dallas," write the student's name and id number in the memo, and mail it to University of Dallas - Business Office, 1845 E. Northgate Drive, Irving, TX 75062
• Letters of Credit or Corporate Sponsorship: Please get in touch with Jennifer Howard at jlhoward@udallas.edu for more information on this option.
• Payment Arrangement: We have a payment arrangement option for students who need a little help. This option divides Tuition into multiple payments. Executive Education students who wish to participate must complete and fill out the Payment Arrangement section of the application to enroll in this option.

How payment arrangements work: Payments are billed monthly. You submit the first payment when you sign up for the payment arrangement. You can make all subsequent payments before the due date. The University must receive all payments in the agreement before releasing any certificate or transcript.

PAYMENT ARRANGEMENT AMOUNTS:

• Tuition Rate: $1,625
  • Requires an initial payment of $500 plus two additional payments of $500, and a final payment of $125. (4 payments total)
• Tuition Rate: $1,463
  • Requires an initial payment of $500 plus one additional payment of $500, and a final payment of $463. (3 payments total)
• Tuition Rate: $1,301
  • Requires an initial payment of $500 plus one additional payment of $500, and a final payment of $301. (3 payments total)

PAYMENT ARRANGEMENT DUE DATES:

Your first payment establishes your payment schedule. It is highly recommended that you submit your first payment immediately to secure your space in class. The last day you can submit your payment is 10-days prior to the class's start date. The list below shows the payment due dates based on the first payment.

Your tuition amount determines if your tuition will be split into three or four payments. If you tuition is $1,625 you will make four payments. If your tuition is $1,463 or $1,301 you will make three payments.

Payment Due Dates by Month	Payment 1	Payment 2	Payment 3	Payment 4
April	April 30	May 30	June 30	July 30
May	May 30	June 30	July 30	Aug. 30
June	June 30	July 30	Aug. 30	Sept. 30
July	July 30	Aug. 30	Sept. 30	Oct. 30
August	Aug. 31	Sept. 30	Oct. 30	Nov. 30

Important Clarifications:

• To qualify for the early-bird tuition rates: We must receive your application and payment before the early-bird deadlines. No payment arrangement is available for early-bird rates after the deadlines.
• To submit payment: You will be taken to our payment portal to submit your payment upon completion of the application / registration form. 
• To sign up for the payment arrangement: You will select payment arrangement option in the registration form and be required to provide specific information and agree to the terms. No payment arrangement is available without filling out this section of the registration form.

Individuals who have 1-2 years of full time professional career experience in finance, and who wish to take their career to the next level. 

BENEFITS FOR YOU: When you enroll in this course, you will: 

• Gain practical expertise that can immediately impact your job performance.
• Builds a comprehensive and in-depth knowledge of treasury management which can help you make informed decisions and strategically guide your organization. The broad range of topics related to treasury management, including cash and liquidity management, risk management, financial planning and analysis, and more. 
• Establish practical skills by practicing calculations and applying your comprehension of treasury management to complex scenarios.
• Take advantage of the knowledge and experiences of your expert instructor.
• Upon successful completion, receive a digital badge and certificate to highlight your graduate level studies.
• Stay motivated to complete your training with set class dates and assignments.
• Build your network through fellow course participants and your instructor. 

BENEFITS FOR YOUR EMPLOYER: Our course can help your organization achieve its strategic initiatives and goals by employing individuals who are CTP certified. This program:

• Builds your expertise treasury management. You gain a high level of proficiency in treasury management principles, practices and strategies. 
• Increases risk mitigation and regulator compliance. CTP professionals are equipped to identify, assess, and mitigate various financial risks faced by organizations. Employers can relay on their expertise to implement effective risk management strategies and safeguard the organization's financial assets.
• Increases performance and strategic decision making. With an understanding of treasury best practices and financial management techniques, CTP professionals can contribute to improving the organization's financial performance. 
• Improves organizational reputation and credibility.

VALUE OF THIS CTP DIGITAL BADGE PROGRAM:

• Time-efficient and comprehensive: Our training program covers the Essentials of Treasury Management body of knowledge in 36 hours of professional treasury management education with a CTP certified instructor who is an industry leader.
• Exceptional instruction: Learn from a treasury management expert who provides insight and one-on-one guidance. Mr. Smith bring valuable real-life examples into the classroom to provide a better learning experience and highlight important key concepts.
• Networking and peer interaction: Share experiences, discuss topics, and gain real-world insights into treasury management.
• Stay on track: Structured class time and assignments help keep you motivated and on track.

Course materials are included in the price of tuition and include the following:

• The AFP CTP7 Exam Prep Platform (virtual materials), included in tuition.
  • This interactive study program includes online study materials, online quizzes, case studies, calculations, flashcards, three 170-question exam banks (featuring questions formerly featured in the CTP exam), and more.
  • You will have access to the online study tools for an entire year. 
  • Please note: Course content reflects the general body of knowledge tested by AFP examinations. AFP recommends using the AFP sponsored Exam Prep Platform as a tool for study of the AFP body of knowledge, although no course of study can guarantee or ensure an individual's success on the AFP certification exams. 

Features of the CTP Exam Prep Platform:

• Built-In Instructor-Led Videos by Chapter
• Pre-Test Strengths & Weaknesses engine to help target your studies
• Mobile-compliant platform that will format correctly on any device with a web browser
• Practice Exams that mimic the actual exam environment
• Ability to highlight, take notes, and bookmark content within the platform
• Integration with AFP Collaborate to facilitate interaction with other professionals who are preparing for the exam
• 86 Knowledge Checks
• A universal search engine that will return results across all content on the platform
• A Resources tab with all the downloadable files that AFP offers to help in your preparations
• AFP created Definition & Formula Flashcards and the ability to create your own flashcards
• Ability to continue your study even if you lose internet connectivity
• Confidence ratings throughout the platform to allow you to quickly identify areas of focus
• Machine learning which will rate your proficiency on chapter material as you complete activities within the chapter
• Knowledge checks at the topic level and a chapter level quiz in the summary topic that pulls across a random selection of questions from previously completed chapter knowledge checks to keep you within the content 
• Customizable test experiences using the practice question tab
• Test feature which pulls from a pool of retired exam questions, all pre-formatted quizzes, tests, and practice exams from AFP; providing a vast question pool of over 300 questions

Governed by: Association for Financial Professionals (AFP)

 

Exam at A Glance

• Eligibility Requirements: 
  • With Masters degree in business, finance, or accountancy: 1-year full-time professional  work experience in corporate finance or treasury/cash management.
  • Without Masters degree: 2-years full-time professional work experience in corporate finance or treasury/cash management. 
• Testing Center Administrator: Pearson VUE centers
• Testing Windows: June/July and December/January
• Number of Questions: 170; Included in the 170 questions are 20 pretest questions that are not graded and used as a test set for future exams.
• Format: Computer based testing
• Duration: 4 hours (3-1/2 hours for the exam; 30 minutes for tutorial and end of examination questionnaire)
• Passing Score: 300 (exam scores range from 200 – 500)
• Deadlines: AFP has multiple deadlines which include an early application, cancellations, and deferral request deadlines. Vist their website to review the most current schedule.
• Application & Exam Fee: $1,025 for AFP members or $1,420 for non-AFP members
  • You can qualify for a $100 discount through early registration.
• Recertification Requirement: 3 years
  • 36 CTP continuing education credits are needed to maintain the CTP credential

Please click here to read a public disclosure about this course.

CTP^®, AFP^® are registered trademarks of the Association for Financial Professionals.