Get Approval for the CTP: Complimentary Email Template



Why Your Boss Should Support Your CTP Journey

You know the Certified Treasury Professional (CTP) designation will elevate your skills. The next step is showing your manager why it’s a smart investment for the organization.

Use the talking points below—and a complimentary email template—to make a clear, business-focused case for support.

1. Focus on Business Impact

When you start the conversation, focus less on the credential—and more on the outcomes.

Here’s how earning the CTP delivers value to your team:
  • Stronger treasury decision-making grounded in industry best practices
  • Improved communication with senior leadership, banks and cross-functional partners
  • Greater confidence and credibility in managing cash, liquidity and risk
  • Demonstrated commitment to long-term growth within the organization

Position it clearly: this isn’t just professional development—it’s performance improvement.

2. Come Prepared with a Plan

Make the decision easy to approve by showing you’ve thought it through:
  • A clear study timeline
  • How you’ll balance work and preparation
  • When you plan to sit for the exam
  • How you’ll apply what you learn in real time

This demonstrates initiative and reduces perceived risk.

3. Tie It to Your Role

Make your case stronger by connecting the CTP directly to your current responsibilities.

For example:
  • “This will help me bring more structured, data-backed recommendations to our cash and liquidity decisions.”
  • “I’ll be able to apply best practices immediately to improve how we evaluate risk and opportunities.”
  • “It aligns with the direction our team is already heading.”

The more specific you are, the more compelling your case becomes.

4. Show the ROI

Address time and budget upfront by framing the investment clearly.

The investment:
  • Certification and exam fees
  • Study time
The return:
  • Higher-quality analysis and recommendations
  • Faster, more confident decision-making
  • A stronger, more capable treasury function

Bottom line: A low-risk, high-impact investment in team performance.

Ways to Save

Organizations with a Section 127 Educational Assistance Program may be able to pay for eligible certification and exam preparation expenses as part of their employee education benefits. Check with your HR or benefits team before you register. 

You may also be able to use funds from a 529 education savings plan to pay for qualified professional certification expenses. Check with your plan administrator or financial advisor to learn more. 


5. Reinforce Long-Term Value

Supporting your CTP is also an investment in your team.

It signals:
  • Commitment to the treasury profession
  • Motivation to grow within the organization
  • A stronger, more capable contributor over time

That’s the kind of employee most managers want to support.

David Circle

“When I see CTP next to someone's name on a resume, it immediately puts them at the top of the pile.” 
— David Nathan, CTP, VP, Assistant Treasurer

Start the Conversation

Fill in your details to access the complimentary email template.