Kennesaw Scholarship. Please note: to AFP Atlanta with. Name: Work Address: Employer: Your Title: Work Fax Number: this position?

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1 Please note: When submitting your application, please attach prooff of registration for the FP&A examinationn to be taken within the next 12 months to be eligible for a scholarship covering 100% of the review course fee. Applications received without this proof will be consideredd for a scholarship of 50% of the review course fee. All new FP& A candidates will receive a free membership to AFP Atlanta with proof of passing score. PERSONAL DATA: Name: Address: Preferred Phone Number: EMPLOYER DATA: Employer: Address (street, city, state, zip): Your Title: Work Telephone Number: Work Fax Number: Work Address: Description of your duties: How long have you held this position? How long have you been employed by this employer? QUALIFICATIONS: Please review the qualifications for eligibility to take the FP& &A Exam on the AFP National website: P age 1

2 Using the criteria found on the website, which eligibility category does your experience match? Eligibility Categories A B C D Insert an X beside the category which matches your experience AFP/AFPAA (AFP ATLANTA) INVOLVEMENT: Are you currently a member of the Association for Financiall Professionals (AFP) or the Association for Financial Professionals of Atlanta (AFPA)? If so, please indicate the number of years you have been a member. AFP: years; AFPA: years. Please list other certifications you have earned that required passing an exam: When do you plan to take the FP&A Exam? (Additionally, please seee note on page 1 of application regarding proof of exam registration.) Why do you want to take the FP&A Exam? What do you hope to gain professionally from attending the State FP&A Review Course? P age 2

3 KENNESAW STATE UNIVERSITY FP&A REVIEW CLASS: Please visit esaw.edu/professional/management/corporate-financial-planning-analysis/ for information regarding class schedules, directions and registration information. You may also contact Jennifer Henderson, Program Manager at State University, at If awarded an AFPA scholarship, will you agree to attend each session without exception? (Y/N) What business/personal obligations may prevent your attending each session? FP&A Review Course Tuition is $3,299. If you are a member off either AFP National, or AFP Atlanta, a discount of 10% will apply to the course and you will pay $2, AFP Atlanta may award full scholarship funds in the amount of $3,299.00; funds in the amount of $2, if a member of AFP or AFPA or a one-half scholarship in thee amount off $1, What portion of the tuition cost will your employer pay or reimburse you for? I hereby apply for the following: Full scholarship in the amount of $3,, Discounted partial scholarship in the amount of $ $2, One-half in the amount of $1, P age 3

4 CERTIFICATION: Name of Supervisor: (Please Print) Signature of Supervisor: Date: I ATTEST THE ABOVE INFORMATION IS TRUE AND COMPLETE, TO THE BEST OF MY KNOWLEDGE. BY ACCEPTING SCHOLARSH HIP FUNDS, I UNDERSTAND THAT MY COURSE ATTENDANCE WILL BE TRACKED. I AGREE TO NOTIFY THE PRESIDENT (PRESIDENT@AFPOFATLANTA.ORG) AND VICE PRESIDENT (VICEPRESIDENT@AFPOFATLANTA.ORG) OF THE DATE ON WHICH I WILL SIT FOR THE FP&A EXAMINATION AND WILLL PROVIDE PASS/FAIL P EXAMINATIONN RESULTS TO BOTH. SIGNATURE OF APPLICANT: DATE: To apply for an AFPA FP&A Review Course, please submit your (pages 1, 2, 3, 4) and proof of registration for FP&A examination if available, no later than Friday, September 30, 2016 at 5:00 PM by to AFPA President Sherry Scruggs at sherrycscruggs@gmail.com. recipients will be notified via and/or by telephone no later than Thursday, October 6, Thank you for your interest and application! AFP Atlantaa Board of Directors P age 4

5 Please visit ert.afponline.org/exam/ /eligibility Eligibility Requirement ts Entrance Requirements Before your enrollment in the FP&A program is accepted and you can register for your first exam, you must meet the entrance requirements s: Have a bachelor's or equivalent degree OR be currently enrolled in an undergraduate program with a finance related major (finance, accounting, economics or business) and be on track to graduate within two years. Understand the professional conduct requirement (you will be asked to agreee to comply with the AFP Standards of Ethical Conduct). and Experience Requirement Candidates may enroll in the FP&A program and begin taking the examss before the and Experience Requirement ts have been fully satisfied but will not be awarded the credential until requirements have been met. Please click here to use the FP&A Eligibility Assessment and determinee if you meet the certification requirements. Eligibility Requirement ts Eligibility Category A Undergraduate Bachelor's or global equivalent in accounting, finance, economics or business Graduate Supplemental Credential Work Experience* 3 years of FTE experience in an FP&A position Eligibility Category B P age 5

6 Undergraduate Bachelor's or global equivalent in any subject matter Graduate Master s degree or higher or global equivalent degree in a finance, accounting, economics or business related field Supplemental Credential Work Experience* 2 years of FTE experience in an FP&A position Eligibility Category C Undergraduate Bachelor's or global equivalent in a non-finance subject Graduate Three semester hours of college-level course work or equivalent in finance and six Supplemental semester hours of college-level course work or equivalent in financial accounting or managerial accounting Credential Work Experience* 3 years of FTE experience in an FP&A position Eligibility Category D Undergraduate Bachelor's or global equivalent in a non-finance subject Graduate Supplemental Credential* * An approved accounting or finance related credential Work Experience* 3 years of FTE experience in an FP&A position *Two years of FTE college/university teaching experience inn budgeting,, forecasting, financial modeling, corporate financial planning, strategic planning or financial analysis can be substituted for each year of work experience. Approved Accounting or Finance Credentials (Eligibilityy Category D) Certified General Accountantt (CGA) P age 6

7 Certified Government Financial Manager (CGFM) Certified Internal Auditor (CIA) Certified Management Accountant (CMA) Chartered Professional Accountant (CPA) Certified Public Accountant (CPA) Certified Treasury Professional (CTP) Chartered Accountant (CA) Chartered Globall Management Accountant (CGMA)) Chartered Financial Analyst (CFA) Chartered Certified Accountant (ACCA) Institute of Chartered Accountants in England & Wales (ICAEW) Chartered Accountantt (ACA) Professional Business Accountant (PBA) Canada Full Time Equivalent (FTE) Experience FTE experience is defined as those positions involving at least 35 hours of work per week. At least 50% of the individuals time must be spent performing/managing or supervising those who perform/manage the following finance tasks: Budgeting Forecasting Financial modeling Corporate financial planning/ /strategic planning Financial analysis Positions such as internships, vacation/holiday employment or volunteerr positions do not provide the appropriate experience to qualify in meeting the full-time experience requirement. Earning the FP&A Credential To be eligible to achievee the FP&A credential, you must meet all of the following program requirements: Pay the Enrollment fees. Satisfy the Requirement Satisfy the Eligibility Requirement. Pass both parts of the exam. Agree to comply with the AFP Standards of Ethical Conduct P age 7

8 Candidates must complete the FP&A program requirement s within five years from enrollment into the program. If candidates are unable complete the FP&A program requirements and earn their certification within five years of enrollment, they must pay new Enrollment fees and retake both exam parts. If the candidate passes one or both parts of the exam but does nott complete the FP&A program requirements within five years of enrollment, the passed part(s) will expire. The FP&A credential is not awardedd until all requirements have been met. Once awarded, a certificate is issued. The FP&A credential is valid for threee years, during which credential holders must earn and report 45 continuing education credits in order to recertify for another three years. The AFP Certification Committee is the final judge of an individual s qualifications to earn the FP&A credential. The committee will consider applicant appeals with respect to exceptional circumstances. The committee also reserves the right to verify an applicant s eligibility through random audit. Applicants who are deemed eligiblee to sit for the examination will receive a confirmation from AFP. Applicants deemed ineligible to enroll for the FP& &A examination will receive an ineligibility notification and a refund of the examination fee (only). Candidates who successfully enroll in the program may distinguish themselves as a "Certified Corporate FP&A Professional Candidate" on a resumee or job application. Please contact the certification department directly at FPAcert@afp ponline.org in order to have additional information provided to a current or prospective employer. P age 8