- About CMTA
- Professional Development
|California Treasury Certificate|
See Frequently Asked Questions to help you understand the program!
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.
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
$25 - CMTA Registration/Application Fee
CFA Institute Investment Foundations™
FREE - CFA Institute Investment Foundations™
Investment Foundations program must be completed within 180 days of registration.
On September 4, 2018, CFA Institute announced that the CFA Institute Investment Foundations Program has become free and will transition to a fully online learning and assessment experience by February 2019.
Please visit INVESTMENT FOUNDATIONS PROGRAM FAQS to learn more!
Click for Investment Foundations Registration
4 Hours of CMTA Training
$80* - CMTA Specialized Training (Four Hours)
Maintenance and Continuing Education Requirements