CPD - Competency and Learning Website

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1 CPD - Competency and Learning Website CPD - Competency and Learning Website 1

2 CIMA members selected for CPD monitoring, and not part of an accredited employer scheme, must submit their CPD record via the Competency and Learning website. This document outlines how to record your CPD and the process for submitting your record to the CIMA CPD Monitoring Team. 2

3 Logging in Go to competency.cgma.org and select Login. Review and accept the terms and conditions then select Login with CIMA account. CPD - Competency and Learning Website 1

4 Enter your CIMA contact ID and password. You are now logged into the Competency and Learning website. 2

5 Getting started When logging in for the first time you will need to add details of your roles and responsibilities so that we can understand how your learning relates to your role. To do this go to or click on your name on the top right-hand side of the screen and select My Profile from the drop-down menu. On the next page select Roles & responsibilities then Add role. Complete the required information. Save changes before leaving the page CPD - Competency and Learning Website 3

6 Adding learning activities Once your role and responsibilities are up to date select My Learning from the drop down menu on the top right-hand side of the screen. FIRST NAME SURNAME 4

7 To add a learning activity that doesn t feature on the website select Report more learning. If you need to bring your record up to date please use this option. FIRST NAME SURNAME CPD - Competency and Learning Website 5

8 After selecting Report more learning the following page will appear. Complete all relevant fields. Once you ve finished select Save Changes. Please note that CIMA members don t need to enter the Duration. Select the appropriate option from the drop down list. Please ensure you answer the questions provided in the box for your reflective statement. 6

9 To find learning activities on the website you can: a. Complete a self-assessment Self-assessments are based on the CGMA Competency Framework and are designed to help you identify gaps in your skills and knowledge. b. Use the navigation tools The Management Accounting section offers a wide range of resources to support your CPD. To narrow your search use the navigation tools on the left-hand side of the page. c. Use the search function Site search can be found at the top of every page. Enter key search terms to find relevant resources. Once you ve found a learning activity that meets your needs select Save or Save to my learning. CPD - Competency and Learning Website 7

10 After clicking on Save or Save to My Learning a pop-up window will appear. Complete all relevant fields and select Save Changes to add this activity to your My Learning record. Once you ve completed the activity you will need to go back to the product page and select Complete: save to my learning to add a reflective statement. 8

11 CPD monitoring - submitting your record to CIMA If you are selected for CPD monitoring you will be notified by and required to send your record for the last 12 months to CIMA. To view your learning activities for the last 12 months select filter. Enter the date range provided in the CPD monitoring . Include all complete, in progress and saved activities for this period and all roles held during this period. Select update report. CPD - Competency and Learning Website 9

12 Next, select send to CIMA. You will be presented with a summary of your filtered record. This provides an opportunity to check that your record is complete before pressing submit. 1. Check all the details are correct 2. Write your evaluative comment 3. Tick the boxes 4. Now you can submit 10

13 Congratulations! You just sent your CPD record to CIMA. The CPD Monitoring Team will confirm safe receipt of your submission as soon as possible. FIRST NAME SURNAME Further information If you require additional information please or call +44 (0) CPD - Competency and Learning Website 11

14 aicpa.org aicpa-cima.com cgma.org cimaglobal.com June Association of International Certified Professional Accountants. All rights reserved. CIMA and The Chartered Institute of Management Accountants are trademarks of The Chartered Institute of Management Accountants and are registered in the United Kingdom and other countries. The design mark is a trademark of the Association of International Certified Professional Accountants. ISBN