Are you a qualified accountant wanting to broaden your financial skills and explore new career opportunities? Adding treasury to your financial skillset will give you the chance to stand out from the crowd.
The most effective CFOs combine treasury and accountancy skillsets. You can too. Take advantage of our exemptions to get dual treasury and accounting qualified and shape the future of your organisation’s financial strategy.
If you are an ACCA, CIMA, ICAEW or ICAS qualified accountant, or a reciprocal member of any of these bodies*, you are eligible for a full free-of-charge exemption from the Certificate in Treasury Fundamentals. Further exemptions from units of the higher-level courses mean that you’ll only have to study 3 units instead of 12 units and take three assessments instead of nine assessments to complete the Diploma in Treasury Management.
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|
Regular pathway |
ACCA, CIMA, ICAEW and ICAS members – fast-track |
|
Certificate in Treasury Fundamentals (CertTF) |
3 units 1 assessment |
Full exemption fast-track to CertT |
| Certificate in Treasury (CertT) |
5 units 5 assessments |
1 unit 1 assessment |
| Diploma in Treasury Management (AMCT) |
4 units (3 compulsory, 1 optional) 4 assessments |
2 units 2 assessments |
|
TOTAL |
12 units 10 assessments |
3 units 3 assessments |
*The exemptions available for ACCA, CIMA, ICAEW and ICAS qualified accountants are also extended to their mutually recognised bodies: AAAUAE, CAANZ, CAI, CMA Canada, CPA Australia, CPA Canada, HKICPA, ISCA, MICPA, SAICA. IFAC-qualified accountants also are eligible for exemptions, as shown below.
ACCA accountants
If you are an accountant qualified with ACCA, or one of their reciprocal bodies, you can claim exemptions as below.
| Qualification | Exemption | Exemption | Exemption | Exemption | Mandatory | Mandatory |
| CertTF | Full exemption | |||||
| CertT | Unit 2 | Unit 3 | Unit 4 | Unit 5 | Unit 1 | |
| Diploma | Unit 1 | Unit 2 | Unit 3 | Unit 4A | Unit 4B |
CIMA, ICAEW and ICAS accountants
If you are an accountant qualified with either CIMA, ICAEW, ICAS or one of their reciprocal bodies, you can claim exemptions as below.
| Qualification | Exemption | Exemption | Exemption | Exemption | Mandatory | Mandatory |
| CertTF | Full exemption | |||||
| CertT | Unit 1 | Unit 2 | Unit 3 | Unit 5 | Unit 4 | |
| Diploma | Unit 1 | Unit 3 | Unit 4B | Unit 2 | Unit 4A |
See ICAEW accountants exemptions.
See ICAS accountants exemptions.
IFAC accountants
If you are an accountant qualified with an IFAC member body, you can claim exemption from the Certificate in Treasury Fundamentals and Unit 3 of the Certificate in Treasury.
See further details on your specific exemptions and to book the Certificate in Treasury here.
The Diploma in Treasury Management is perfect if you:
- work in treasury or corporate finance at a senior operational or managerial level
- are in a role that works closely with treasury or corporate finance
- are seeking to further your career.
Digital Credentials
Qualifications content
For a full description of the courses content, download their syllabi.
Our interactive and engaging study site will provide you with an excellent learning experience and environment in which to develop your treasury skills and knowledge.
This qualification is delivered online through the ACT Learning study site, so you can start your studies at any time. On booking, you will be given access to the one unit of learning for the Certificate in Treasury. Once you pass this unit, you will then be given access to the two units of learning for the Diploma in Treasury Management.
Our assessments are all on demand for the Certificate in Treasury, so you can opt in when you feel ready and at a time that is convenient to you. The Diploma assessments are held three times a year, giving you plenty of opportunities to complete the qualification.
We estimate you should be able to complete the course in 12 to 15 months alongside your full-time work.
2.1 LEARNING MATERIAL AND SUPPORT
You will receive a variety of learning materials and support, which includes:
- study guides that take you through the learning step by step. These can be downloaded if you prefer to learn offline
- short activities to complete at the end of each reading or section of readings.
- practice progress tests after each unit
- webinars which explain certain concepts in more detail
- podcasts to supplement your learning
- practice exams
- student discussion forum - post questions to the tutor and network with like-minded students
- live topical sessions where you can explore the subject matter and interact with your tutor and peers in a live Q&A
- 1-2-1 coaching sessions (additional cost).
If you would like some additional support to help you get assessment ready, you can book a 1-2-1 coaching session in addition to your online learning package.
It’s up to you to decide when you are ready to opt in and take your assessment. You can take your assessments from anywhere in the world, wherever you have a reliable internet connection.
See deadlines and available windows and book your assessment from the link below.
Assessment key dates
When booking onto the Diploma in Treasury Management (Accountants) you will need to become a student member of the ACT.
Student membership gives you access to lots of great things:
- subscription to The Treasurer magazine
- careers resources
- events, regional groups and webinars
- policy and technical updates
- mentoring service.
Remember to take advantage of these membership benefits - they really help make your introduction into treasury a fuller experience and will ensure you make valuable contacts which can impact your career, especially if you’re just starting out. Once you have completed the Diploma in Treasury Management, you will be eligible to become an Associate member and use the designatory letters AMCT. These are the internationally recognised letters that go after your name that recruiters and employers look out for as they show you are a very credible candidate. You can find out more about ACT membership here.
Diploma in Treasury Management (Accountant) learning materials, exemptions, assessment and membership fees
When you start studying, you buy your online learning materials, unit exemptions and student membership at the same time. Your assessments can be booked at a later date, when you feel prepared and ready to sit the exams.
|
Online learning materials and unit exemption fee |
GBP 3,200 |
|
Online assessment - per unit CertT assessment Diploma assessment |
GBP 210 GBP 350 |
|
Student membership |
GBP 376 |
Fees are subject to local VAT rate where applicable.
Ready to buy?
First, log in to your ACT Learning account. If you do not have one, you will be prompted to create one. Have your credit/debit card details to hand; you will be required to make online payment through Stripe. We accept AMEX, Mastercard and Visa card payments. Upon submission, you will receive an automated summary email. A student membership fee is payable on booking.
Your booking will be processed within three working days.
You will be sent a booking confirmation with information on how to start your studies and at this time you will become a Student member of the ACT.
We can also deliver treasury management learning to companies with teams that are interested in taking either the full qualification or selected units, and tailor it to your business needs. Find out more about in-company solutions here