Certified Corporate

Financial Planning & Analysis Professional

illumeo Certificate

12 Illumeo Courses and many live Webinars meet the Association for Financial Professionals Certified Treasury Professional (CTP) CE program criteria.

Certified FP&A Professional’s earn one credit for every fifty minutes of qualified FP&A continuing education activity. AFP requires sponsors to provide verification of attendance to participants if and when requested.

Your Illumeo CE certificates and credits are managed through your Certificate Dashboard which is available when you are logged in to your account. Certificates can be downloaded as pdfs or you can email them to yourself at any time. All CE credits earned through Illumeo will be available through this dashboard.

Browse CTP CE Courses

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Certified FP&A Professionals are responsible for determining the number of credits earned based upon actual attendance, at the rate of one credit for every 50 minutes of qualified FP&A related continuing education.

Certification credit will be provided for a course if the enrollee successfully passes the final test with a score of 80% or better within one year of enrolling for the course.

The following are examples of activities that do not qualify for recertification credits:

  • Organizational products/services and/or sales-specific, marketing or business development presentations
  • Fundamental or introductory level topics in FP&A
  • FP&A Exam preparation
  • FP&A Certification
Additional FP&A Credits Available

According to AFP CPE rules, "FP&A Content Eligibility: Any activity you attend where the content covers corporate finance, treasury, accounting, economics, or ethics, and is related to the body of knowledge in the Essentials of Treasury Management, is eligible for FP&A credit. The activity does not need to be approved by AFP." Thus, although Illumeo has pre-approved FP&A credit courses, any of our hundreds of courses in the aforementioned categories are eligible for FP&A CPE credit.

Reporting

Certificants must report credits directly to AFP at the end of the recertification cycle. Credits should be submitted via the online Recertification Resource Center or the paper form found on AFP’s Web site at http://fpacert.afponline.org/Recert/. Documentation of credits is required if audited. Certificants must retain documentation of their attendance for a period of two years after the end of their cycle in the event of an audit.

If you have any questions, please contact our customer success team at 408-400-3993, x109.