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California Treasury Certificate
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Description

Individuals completing the CTC will gain a broad understanding of the financial markets and be equipped to work with decision makers responsible for overseeing and/or supporting the management of public funds.

Target Audience

Pension oversight committees; finance department support staff; elected officials without direct responsibility for investment portfolios; audit and finance committees.

Requirements - You need all of the below items

  • Complete all of the following within 6 months of enrollment:

CMTA Fees

$25 - CMTA Registration/Application Fee
Due when the application is submitted. Payable to CMTA.

CFA Institute Investment Foundations™

$200 - CFA Institute Investment Foundations™

Investment Foundations program must be completed within 180 days of registration.

Click for Investment Foundations Registration

  1. Access the CFA Institute Investment Foundations™ discount webpage where you will be prompted to Login or Create an Account (if you do not already have a CFA Institute account).

  2. Once logged in, you will enter the form fields:
    1. Phone Number
    2. Email Address
  3. Upon submission of the form, your discount will be applied within 48 hours, and you will receive a notification email from info@cfainstitute.org which will confirm your discount and give you instructions for the next steps in registering.

Candidate Registration

  1. Your discount confirmation email will include a link to the CFA Institute Investment Foundations™ Registration Page where you will proceed through registration.

  2. Note that your registration fee should reflect the USD200 price. If this pricing is not reflected, please reach out to client@cfainstitute.org before proceeding with registration.

4 Hours of CMTA Training

$80* - CMTA Specialized Training (Four Hours)
* Approximation, costs vary

Maintenance and Continuing Education Requirements

None

 

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Calendar

4/26/2017 » 4/28/2017
2017 CMTA Annual Conference

4/25/2018 » 4/27/2018
2018 CMTA Annual Conference

California Municipal Treasurer's Association
700 R Street, Suite 200
Sacramento, CA. 95811
p: 916-231-2144
f: 916-231-2141