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California Treasury Certificate
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See Frequently Asked Questions to help you understand the program!

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™

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

  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

11/19/2019 » 11/20/2019
CDIAC - Public Funds Investing Workshop

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