ENTRY ROUTES

Our qualification pathway is designed to support you at every level of your career. There are a number of ways for you to get recognition for what you have already learnt and achieved through your previous studies or experience.

 

Want to know where to start your studies? Take a look at the list of options below. 

1.   I am a qualified accountant
2.   I have prior work experience in a treasury role or working with treasury
3.   I have an old ACT qualification
4.   I’m qualified with IACT, CFA or CTP
5.   I hold a recognised degree in Accounting, a joint honours degree or  a degree in any other discipline
6.   I have an MBA  
7.   I’m qualified with an ACT Accredited University
8.   None of the above or not sure.

 

1. Qualified Accountants

If you are ACCA, CIMA, ICAEW, ICAS qualified, a recognised reciprocal member of these bodies, or qualified with an IFAC recognised body, you are eligible for exemptions from the Certificate in Treasury Fundamentals and gain automatic entry² to the Certificate in Treasury. You may also be eligible for exemption from the Award in International Cash Management and gain automatic entry to the Certificate in International Cash Management.

Depending on your qualification, a number of exemptions may be available - take a look at the accountancy exemptions available.

 

2. Prior work experience

If you already have experience in a treasury role or working with treasury in either a financial institution or a treasury consultancy, you may be exempt from some of our qualifications or qualify for direct entry¹, depending on the years of experience you have.

• If you have three years’ experience:  then you may be eligible for direct entry¹ onto the Certificate in Treasury.

• If you have seven years’ experience:  then you may be eligible for direct entry¹ onto the Diploma in Treasury Management

If you already have experience of working in a cash management role, then you may be exempt from some of our qualifications or qualify for direct entry¹, depending on the years of experience you have.

• If you have three years’ experience: then you may be eligible for direct entry¹ onto the Certificate in International Cash Management (CertICM).

3. Old ACT qualifications:

If you have successfully completed the	You qualify for
Award in Cash Management Fundamentals	Automatic entry2 to the Certificate in International Cash Management
Certificate in International Treasury Management	Automatic entry2 to the Diploma in Treasury Management

 

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4. Qualifications from other Professional Associations

• CFA: If you are a CFA Charter holder, then you qualify for automatic entry² to the Diploma in Treasury Management and the Certificate in International Cash Management.  
• CTP: If you hold the Certified Treasury Professional (CTP) qualification you get automatic entry² to the Certificate in Treasury and the Certificate in International Cash Management.  

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5. Previous degree

If you have any of the following qualifications, you are exempt from the Certificate in Treasury Fundamentals, and gain automatic entry² to the Certificate in Treasury:

A) Recognised degree in Accounting or a joint honours degree* if achieved within the last 10 years

Your degree will need to be from:

• a UK higher education institute or,
• any other institute that is recognised by the UK ENIC as being at an equivalent academic level.

You will need to upload your qualification certificate, or Statement of Comparability if you have gone through UK ENIC when booking.

*A joint honours degree combining two of the following subjects: Accounting, Finance, Economics, Banking, Business studies.

B) Recognised degree in any other graduate discipline

If you have a recognised degree in any graduate discipline and you have twelve months' experience of working in a treasury role or working with treasury in either a financial institution or a treasury consultancy.

 

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6. MBA

If your MBA is from an accredited institution (AACSB, AMBA, EQUIS), you are eligible for exemption from the Certificate in Treasury Fundamentals, and gain automatic entry² to the Certificate in Treasury.

 

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7. Qualified with an ACT Accredited University

If you are studying or have studied with one of our accredited universities, you may be exempt, or part-exempt, from some of our qualifications.  Select your University below for more detailed information on how to apply, based on your qualification. 

• Birmingham Business School
• Fachhochschule Wiener Neustadt GmbH (University of Applied Sciences Wiener Neustadt) 
• Kingston Business School 
• Macquarie University​​​
• Sheffield Business School
• University of Derby.

 

8. Not sure where to start

If you are not sure if any of the above applies to you or you require further information on where to start, please do not hesitate to contact us at learning@treasurers.org or call +44 (0)20 7847 2529.

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¹ Direct entry: you need to submit an application and are subject to approval.

²Automatic entry: you do not need to complete an application as long as you have the correct supporting evidence.