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Practical Experience Requirements (PER) FAQs

Last update: 14 June 2022

These FAQs are compiled to support you in the completion of your PER application. We regularly review and update these as new questions are raised. If you can’t find an answer to your question, please contact us.

PER general

Are you holding any webinars?

Yes, find out more about the new PER application process.

Recordings

What is PER?

The practical experience requirements (PER) are an essential part of the CIMA Qualification and CIMA’s membership application process. They complement the exam assessments and demonstrate your ability to apply your knowledge and skills in the context of your professional experience. You'll need to demonstrate that you have spent enough time in a finance role, achieved core work activities and developed critical professional skills and behaviours

Your PER application will be assessed to determine whether you have gained sufficient relevant experience to be awarded Associate membership – giving you the associate chartered management accountant (ACMA) and Chartered Global Management Accountant (CGMA) designations.

Why are you changing the membership process?

We’ve had feedback from students that the current membership processes are very complicated and can be difficult to complete. We also currently have two sets of requirements that can be used and we wanted to consolidate these into one set of requirements that were up to date and relevant for the range of roles and sectors where our students and members work. We wanted to make one application process as simple to complete as possible whilst maintaining a high standard. 

Will the current and updated PER processes be closing?

Yes, the existing and updated PER processes will be closing:

  • Existing (email) requirements will close on 31 May 2022
  • Updated (online) requirements will close in Q3 2022.

After this time the new PER process will be the route to ACMA membership and the CGMA designation.

I’ve not started my PER application, which route should I choose?

You have 2 options:

  • Use the new PER application process. This is a Word form submitted by email. Find out more
  • Use the Updated (online) application process if you think you can submit an application by Q3 2022​. Find out more

I've part completed under the old PER – should I continue or should I change to the new PER?

It’s your choice. If you think you can complete your application before the closing date then continue, otherwise we would recommend using the new PER process. Here are some examples:

a. I have a partially complete application using the Existing (email) application process​

  • If you think you can submit the application by 31 May 2022 then continue with the current application​
  • If you think you need more time, start with the new PER Word form​. Find out more 

b. I have a partially completed application using the Updated (online) application process​

  • If you think you can submit the application by Q3 2022 then continue with the current application​
  • If you think you need more time, start with the new PER Word form. Find out more

If you use the new PER application form you will need to transfer any relevant information from your current application to the new form.

I have part-completed under the existing requirements. Can I use what I have written up already?

You can adapt what you have drafted for the existing requirements but you must take care to ensure that the examples you have chosen and your write up meet the requirements and format of the new approach. The format and criteria have both changed so you may find it easier to continue with the requirements that you have started.

My application was deferred under the existing PER approach, can I complete using the new PER route?

Yes. You need to assess whether the effort involved in providing the additional information required for your deferred application or drafting a new application is the best course of action for you. If you choose to re-submit for a route that is being decommissioned you must submit your revised application by the deadline/date which the route will be decommissioned.

What if I submit and my application isn't approved?

If any part of your application does not meet the requirements, we will contact you to ask for more information, which you can resubmit.  

What happens if I am deferred but the route has now closed?

We will accept re-submissions for a short period of time after each route closes but will not accept any new applications.

  • MAP (email) - open to new applications until 31 May 2022. Open to re-submissions until 30 September 2022
  • MAT (online) - open to new applications until 30 September 2022. Open to re-submissions until late 2022 (date to be confirmed)

Deferred applications will fall broadly into two categories as follow:

  • Enough relevant finance experience but additional information, clarification or strengthening needed

If your application is deferred and the assessors request missing information or for you to clarify or strengthen certain aspects of your application then you will normally be able to do this and resubmit within the short window.

  • Not enough relevant finance experience

If the feedback from assessors states that you do not have sufficient finance experience at the right level and that you will need to gain a number of months’ additional practical experience before resubmitting then you would then need to resubmit under the new PER format as you would not have enough time to acquire that additional experience before the resubmission window closes.

Can I still do a face-to-face session to gain membership?

For the existing and updated processes face-to-face session are available until 31 May 2022. For the new PER process there are no face-to-face sessions.

Can I contact my local CIMA office for advice and support?

Yes, your local office can support you for all PER applications, find more details here

How much time do I have to submit my membership application after passing my exams?

The submission deadline for any student is 30 September of the fourth year after the year they sat and passed their final exam.

If my application is deferred, do I need to pay for another application submission?

The Membership Application fee is a once-only payment; any applicant who has been deferred does not need to pay it again when re-submitting.

Can I submit my CIMA membership application prior to receiving my strategic case study results?

Applicants can submit their membership application once they have passed all three strategic level objective test exams (E3, F3, P3), or if they have been exempted from them.

If my application is deferred, how long do I have to wait before I can reapply?

Unless the assessors have specified when they feel you should resubmit your application, you can resubmit your application at any time. You will need to ensure you have read the assessor comments on your deferred application and update your resubmission application accordingly.

I have passed my PER but have not yet passed SCS, do I need to resubmit my PER?

No, your PER is not affected by the new process, all you need to do is pass your SCS exam and you will become a member.

What are the transition arrangements when the new online PER application process goes live?

The online PER application will have the same structure and criteria as the current Word version. There is no change in what is required and the STAR format will still be used.

If you have a partially completed PER Word application when the online version goes live it should be quite simple to transfer the information into the online version.

We will provide additional guidance on what to do when we confirm the go live date for the new online system. We would encourage you to start to complete the forms now, safe in the knowledge that you will easily be able to transfer on to the new online version.

How do I pay for my PER application?

Please pay your membership application fee before you send in your application. The current fee can be found here

To make your payment you can either:

  • Call our global 24/7 payment hotline with a debit or credit card:
    • Based in the UK — 0208 602 0861, 0844 292 0240
    • Outside of the UK — +44 0208 602 0861
  • Send a cheque, money order, UK postal order or sterling bank draft.
    • Write your contact ID on the back of your cheque made payable to CIMA and send it to: CIMA, The Helicon, One South Place, London, EC2M 2RB, United Kingdom

Completing the new PER application form

Who can sign off my experience?

You will need to identify someone/some people to act as your PER supervisor(s). Your PER supervisor must be someone you have worked for in the past or are currently working for. They must have direct knowledge of your work – ideally your manager. You will need one or more PER supervisors. The number you have will depend on how many you need to sign off your three years’ relevant experience and all of your professional achievements.

Do I need to split my time across all of the functions/achievements set out in the assessment? Is there a minimum time to spend on each?

The only time requirement is to demonstrate three years' experience in a relevant role(s). There is no need to split this down any further.

How do I apportion time based on the tasks I do?

Apportioning time is no longer a requirement. You must record time in each role to demonstrate that the overall three years’ relevant experience has been achieved but there is no need to apportion time to each professional achievement.

How do I allocate time to my experience?

You need only record the overall time (number of months FTE) in each of your roles. You do not need to break this down any further by allocating time to each of the professional achievements.

If I work for an accredited employer will there be a separate process for me to follow?

All students are required to complete the same process whether they work for accredited employers or not.

How long should my application be?

There is no upper limit for the application, however here is some guidance:

  • STAR templates- you should aim for 500-600 words for each of the core activities and skills and behaviours.
  • Company - you should aim for a word count of 250-300 words for the overview of each role and organisation.

For more details check the Guidance document

Will I be penalised if I go over the word count?

The word count is 500-750 for the core work activities and skills and behaviours using the STAR templates.

We've set a word count to provide you with a steer on how much you should be writing and to ensure that you remain focussed on giving the right information and level of detail needed. 

A 10% variation is acceptable but any more and you risk not being specific enough/addressing the STAR template requirements clearly enough and your application may not be successful or may be returned. 

How many STAR templates do I need to complete?

You will need to complete 8 in total - 3 core activities and 5 skills and behaviours.

How do I submit my membership application?

Save the Word template and all completed PER supervisor forms as a single, combined PDF file. Send your complete application to membership.admissions@aicpa-cima.com

How much is the membership application fee?

The latest membership application fees can be found here.

Can I format the text within my application form?

Yes, the easiest way to format your application (headers, bullets etc) is the write your text for a section in a Word document outside of the application form and format it as required. Then copy and paste the text into the application form box and the formatting will show on the application form.

I’m on a training contract and have worked in several areas of the business. Who should act as my PER supervisor?

You should choose the person who has had the most involvement and oversight of your work for the designated professional achievement. In this scenario, it may be that both have a similar level of involvement in your work and if so, you could choose either.

I’ve only had 1 manager so he/she will be signing off all of my experience. Does anyone else need to sign off?

If your line manager covers all of your time in role and supervised all of your professional achievements, then it is fine to have only one person signing off.

Why do you only have a Word form for the new PER?

We wanted to make the new, more streamlined approach available as soon as we could, and this was possible by using a Word form. We are, in parallel working on the digital solution which will be released later in 2022.

Are there any example answers/responses?

We are working on developing examples and will add them to the PER resources.

I am concerned that I will need to provide sensitive and confidential information about my company. What should I do?

All submissions will be treated confidentially by CIMA and everyone involved in the assessment process. However, it is recognised that there is a balance to be struck in terms of company or client confidentiality and providing details of the specific examples you want to use. Talk to your PER supervisor and agree the level of detail that you are both comfortable sharing. Make sure that you do provide enough detail so that you can fully respond to all prompt questions in the STAR template. Think about how you could anonymise clients, product or projects which might be commercially sensitive or how you could express the success of a project without disclosing sensitive financial information or other metrics.

The example I want to use is for a project that did not go forward due to matters out of my control. Can I still use it?

You can still use this but consider carefully whether this is the best example for you to use to complete the STAR template in full. For example, you may struggle to demonstrate the result/benefit to the business or impact of your actions if the project was cut short prematurely.

The example I want to use is for a project that has not yet concluded. Can I still use it?

You can still use this but consider carefully whether this is the best example for you to use to complete the STAR template in full. For example, you may struggle to demonstrate the result/benefit to the business or impact of your actions if the project has not yet concluded.

My colleague and I worked on the same project. Can we both use it as an example?

Yes, but you must ensure that you write up your experience separately and focus on your own actions. Your application must be a true reflection of your own achievements and if it is too similar to someone else’s application then it is very difficult for CIMA’s assessors to verify that you personally have met the standard required for membership.

Why do I only need to write up 3 out of 5 core activities and can I write more than 3 to ensure I pass?

Due to the range of roles that CIMA students undertake, they may not all have the same experience during PER. A small degree of choice and flexibility is built into the assessment to ensure that you can pick the three core work activities for which you will have the strongest examples to submit in your application.

It is not recommended that you write up more than three. Use your time instead to ensure that you choose the strongest example that you have and write them up as fully as you can.  

Why is there no choice on which skills and behaviors to write up?

The five skills and behaviours are critical to becoming a qualified CIMA member. The level to which these skills and behaviours will have been developed during the period of gaining relevant experience is achievable by all students, by the time they come to apply for membership.

Can I submit my application in a language other than English?

No, all applications must be submitted in English.

The example I want to use is not included in the CIMA list. Is that ok?

That is fine. The example activities listed for each professional achievement are indicative only. There are countless examples that could be used, and you will choose one based on your own work experiences.

What security checks do you use on my application?

Plagiarism software will be used to assess the originality of assessments submitted and form one of the quality assurance checks that take place before you receive your results. Your application must be a true reflection of your own achievements and if it is too similar to someone else’s application then it is very difficult for CIMA’s assessors to verify that you personally have met the standard required for membership.

Read more about originality in recording your personal work experience here

Do I have to show that I meet all the self-reflection questions and/or example activities for each of the professional achievements?

There is no need to cover all self-reflection questions or example activities. They are provided as prompts to help you identify examples you can take from your own work experience and use to write up each of the STAR templates required for each professional achievement. Simply make sure you respond in full to each section of the STAR template for the example you have chosen.

I haven't worked on any projects so have no project examples to use. What can I use instead?

You can use examples from your day to day work for all the professional achievements. Look at the self-reflection questions and the example activities to identify how you are demonstrating the professional achievements in your day to day work/BAU. Make sure you use a specific example instead of talking generally about your role and responsibilities as this will make it easier for you to complete the STAR template.  As a simple example, rather than saying “I regularly work with different departments of the organisation on their budgets”, you should focus on a particular occasion as an illustrative example such as “In January 2022 I worked with the marketing department on their budget....”

Can I send a hard copy/paper version of my application?

We will only accept applications via email. Contact us if you are experiencing technical difficulties.

Can my PER Supervisor use an electronic signature instead of a physical signature?

Our preferred option is to get a physical signature and then scan the PER supervisor form to combine with your complete application.

However, if your PER supervisor/s are unable to sign and scan the form, they should submit an email from their company email address (copying you in) to membership.admissions@aicpa-cima.com confirming the following information:

  • Your name
  • Their name
  • Company name
  • Verification start and end date.

You should then email your completed application including the PER supervisor form/s, email/s from your PER supervisor/s and your application form as 1 PDF file to membership.admissions@aicpa-cima.com

What format do I use to submit my application?

A Word template has been created for you to complete your application. Save this document and all completed PER supervisor forms as a single, combined PDF file. Send your complete application to membership.admissions@aicpa-cima.com.

When inputting my work address, should I input my office or the company's head office?

The address confirmed on the application must reflect the location of the office you work within.

Who should sign off my PER? (EG more than 1 line manager; 1 line manager and a dotted line to another manager.)

PER supervisors are required to make assurances to CIMA that you have met the requirements of the assessment with regard to time in role and achievement of the core work activities and skills and behaviours. To do this, PER supervisors must have good oversight and understanding of your achievements and be comfortable and confident in making those assurances to CIMA using the PER supervisor form.

In examples listed above either manager would be able to act as PER supervisor – work with your managers to agree who would be most appropriate.

If your chosen PER supervisor does not have sufficient oversight or knowledge of the examples you might be using for professional achievements then it is acceptable for you to use both, allocating individual achievements to the most appropriate manager. In this situation, it is suggested that you select one of your managers to sign off the time in role requirement (if applicable) and then each manager completes an PER supervisor form for the designated professional achievements.

Relevant experience

How far do I need to go back with my experience?

You need to provide examples of three years' relevant work experience - verified by a PER supervisor. You may have several roles to include or just one — there is no upper or lower limit.

You will likely find it easier to obtain sign off for work experience and achievements acquired more recently and more recent experience is more likely to meet the updated requirements of the assessment.

Why do you need additional summary experience?

You are asked to provide a link to your LinkedIn profile or, if you do not have one, to prepare a summary in table form of your full employment history, beyond the roles that you are using to claim verified relevant experience.

This section does not need to be verified by your PER supervisor. 

Your additional employment history will be reviewed if your application is marginal and may assist assessors in making a decision, which avoids the need for them to contact you for additional information.

What do I do if the company I worked for no longer exists?

You can still claim the experience. State in the section where you write up details of the role and organisation that the company no longer exists. If you are still in touch with your previous manager then you can contact them and ask them if they would be able to sign off. They do not currently need to be your line manager but can sign off the time in relevant role and the example activities you select if they had direct knowledge of your work at that time.

Can I use part time work?

Yes, but you must pro-rata the time. E.G. if you worked 2.5 days a week, you would need 6 years of experience to be equivalent to 3 years full time.

I was on furlough - does that time count?

Time on furlough cannot count towards the three years.

I've been working remotely during the pandemic. Can I still us that experience?

Yes, provided the work experience has been done under the supervision of your PER supervisor and he/she are able to sign it off.

Can I use an example from a training course or from studying?

No, all examples you use must be from your day job.

Do I have to work for an employer who is accredited by CIMA?

No, you can work for any employer so long as you have a relevant role in Finance.

I'm currently on a career break/parental leave etc. Can I apply?

Yes, if you have 3 years relevant experience. Leave such as parental leave cannot be counted towards the three years.

How do I record a career break?

Simply record the start and end dates in the relevant experience section of the form and state "career break" in the job title field.

Can lecturing/academic experience count towards my experience?

Contact CIMA for details of our academic route to membership.

Can an internship or work placement count?

Yes, if the role provided relevant experience as defined in the guidance and the employer can sign off the experience.

Do I have to work across all the finance functions defined in the relevant experience?

No, you need to have worked in one or more relevant role/s and be able to demonstrate the core activities and skills and behaviours in the STAR template.

I'm an apprentice, how do I record my experience?

As an apprentice you have a separate route to CIMA membership, for details please visit https://www.cimaglobal.com/Our-locations/UK/Apprenticeships/Epa/

Can I use examples from non-finance roles (for the skills and behaviours)?

All examples you use must be from your day job in finance or relevant roles?

Finance is only a part of my role. Can I claim pro-rata time?

Yes, if you work part time you can pro-rata the time so that you have the 3 years of relevant work experience in your application. Any examples you use must be from Finance or relevant activities you have undertaken and not from other aspects of your role.

I don’t work in the finance department. Is my experience relevant?

We recognise that the shape and structure of organisations is changing and that many CIMA students and members will not be working within a traditional finance team, instead working within the business and embedded within project and cross-functional teams providing financial leadership and expertise. The assessment allows you to detail in the relevant experience section how you work as a finance professional within the business before going on to demonstrate how you have met the professional achievements. The professional achievements cover a broad range of finance roles.

Do you have a list of job titles that meet the relevant experience requirements?

We don't provide a list of job titles as these can vary so much from organisation to organisation. Our guidance on relevant work experience focusses on the areas and functions where you're likely to be working and the characteristics of the role you will be in. Reflecting on the professional achievements we ask you to demonstrate will also help you to ascertain that your role and the experience you're gaining is relevant.

Find out more

I have another professional accounting qualification. Can I be exempt for some/all of the work experience requirements?

No, you must complete this assessment and demonstrate that you meet CIMA's requirements for membership.

I've had several different roles - is that ok or do I need to have three years' experience in my most recent role?

You can submit one role or multiple role - the only requirement is that you record and have verified three years' relevant work experience.

I want to use experience from 20 years ago. Is that ok?

There is no time limit on experience you submit. However, you will be required to have someone verify your experience and professional achievements so you should carefully consider whether you are still in contact with someone who can do that. It is also a risk that experience gained so long ago won't meet the current criteria, so you would therefore be better off on both counts selecting examples from your more recent experience.

How do I know if my experience is relevant?

You can be working in any industry or sector and size or type of organisation. You’re likely to be working in one of the following areas:

  • management accounting
  • finance business partnering
  • financial accounting
  • professional services and consulting
  • financial and management reporting
  • banking
  • treasury
  • financial management
  • financial planning and analysis
  • performance management
  • business intelligence and data analysis
  • audit and assurance
  • risk management
  • taxation

More guidance can be found here.

Who can sign off my work experience?

Your PER supervisor should be a person you work closely with, has insight into the work you do and your performance and be able to support you in managing your PER. You and your PER supervisor both play an active role in ensuring that you gain the experience and professional achievements required for CIMA membership. Together you should regularly review your progress throughout the time that you gain you PER.

Can I use experience from previous job roles?

Yes, you can use relevant work experience from any role that demonstrates the required core skills. However, you will need to ensure that your PER supervisor which was relevant for that role is available to sign off this experience.

I have three years' relevant work experience, but I don't have examples to use for all the required professional achievements.

It is anticipated that most CIMA students who have been in a relevant role as described in the PER guidelines for about three years will have the experience to meet the required professional achievements. It can sometimes be difficult to recognise your own achievements so work with your PER supervisor to review the professional achievements, self-reflection questions and example activities and talk about examples you could use from your own experience. Remember that the example activities are just indicative and won't cover everyone's experience. If you and your PER supervisor agree that you don't yet have enough experience in a specific area, then you can identify opportunities to gain that experience.

I have less than three years’ relevant work experience. When should I start my application?

You can start thinking about your application at any time and keep notes on your experience and examples that you might want to include. We recommend starting to draft the form when you pass management level. To submit your application, you must have achieved a minimum of three years' relevant work experience and have passed the management level case study exam.  

Can I use relevant work experience that I gained before registering with CIMA?

Yes, you can use experience from before you registered with CIMA and/or experience gained while and after sitting exams.

Can I use the same example for more than one professional achievement?

It may be that one project or substantive piece of work can provide examples for more than one professional achievement. It would be permissible to use this across more than one professional achievement, but you must be careful to make sure that the write up of each STAR template is specific to the professional achievement being claimed. You must not cut and paste whole or part of responses for one STAR template to another. We would advise you to question whether the specific examples strongly represents your professional achievements in more than one area and recommend using a different example if you can to showcase the range of experience you have and avoid any unintentional overlap. Our assessors also want to see that you have gained a good breadth of experience so it would be advisable to use different examples if you can so that your application is the best reflection of all the experience you have gained.

I have much more experience, and it is at a more senior level than the examples activities in the guidance. What do I do?

The core work activities and skills and behaviours that have been selected for the assessment are those which are fundamental and critical to the work of the chartered management accountant and applicable across the range of finance areas where CIMA members work. You start to develop these from day one in a finance role and continue to demonstrate and improve these for many years, even after becoming a CIMA member.

The language used to express the professional achievements has been carefully chosen to reflect the threshold for professional competence in these areas (that is, the minimum standard you need to reach) in order to help CIMA students reflect and recognise how they are developing and achieving these from very early on in their career. We wanted to make the professional achievement requirements applicable and accessible to all, recognising that by this stage in your career you may not have had the opportunity to take on a leadership or management role or to be involved in developing strategy, for example. 

However, if you have had more experience or have a more senior role at the time you are applying then this should simply mean that you have more examples to draw upon for each of the professional achievements. You may choose to draw on an example from an earlier stage in your career or choose a more recent example from your most senior role(s) which demonstrates how you have developed the selected professional achievement beyond the threshold required. For example, the guidance around the leadership professional achievement does not expect that all applicants will have people management responsibilities or experience developing or leading strategy or projects at the point of completing the application, but if you do have experience in these areas then you can certainly use these in the examples you write up in the STAR template.

PER supervisor

Is there any guidance/information for PER supervisors?

Guidance specifically for PER supervisors can be found here.

How many PER supervisors do I need?

The number of PER supervisors you need will depend on your employment history and which roles you will be using to demonstrate three years in a Finance or relevant role and each of the professional achievements. The minimum required is one PER supervisor. Find examples here.

I no longer manage this person. Can I still sign off?

You can sign off the period when you managed and oversaw the work of the applicant if this is being used to claim the three years' relevant experience and/or if the applicant is using any examples from the time you oversaw his/her work to claim professional achievements.

I am not CIMA qualified or a qualified accountant. Can I still sign off?

Yes, you do not need to be CIMA qualified or a qualified accountant, but you must have direct knowledge of the applicant’s work and have been in a more senior position to the applicant.

I am no longer working at the same company as the applicant. Can I still sign off?

Yes, you can still sign off experience and examples from the time when you worked at the same company and directly supervised the applicant's work. Include your current employment and contact details in the form and state under "relationship to candidate" that you were a previous line manager at X company.

I am not the applicant's line manager. Can I still sign off?

The line manager will normally be best placed to sign off experience. However, anyone who is in a more senior position to the applicant and who has oversight of the applicant's work and contribution to the business can sign off. You will need to include details of your relationship to the applicant on the form.

I am the sole PER supervisor for the full application. Is that ok or does the student need to find a second verifier?

If you can verify the required three years' relevant work experience and all eight professional achievements (3 core activities and 5 skills and behaviours) then it is fine to have only one person signing off.

What happens if one of my managers no longer works for the company?

If you are still in touch with your previous manager then you can contact them and ask them if they would be able to sign off. They do not currently need to be your line manager but can sign off the time in relevant role and the example activities you select if they had direct knowledge of your work at that time.

Who else, other than my line manager can sign off my experience?

Your line manager will normally be best placed to sign off your experience. However, anyone who is in a more senior position to you and who has oversight of your work and contribution to the business can sign off. He/she will need to include details of their relationship to you on the form.

I am self-employed, who can sign off my experience?

You must find someone who can verify that you have the required three years' experience.   The following may be able to verify your role/company and that you have been working in finance for at least three years:

  • Longstanding client/s
  • An external accountant to your company and/or
  • Your business bank manager

 In terms of the professional achievements, a client, for example, may have enough oversight of your work to sign off your completed STAR templates for work you have undertaken for them. If you have previous experience working for another organisation and are still in contact with your previous line manager then you can use examples from that role. If not, CIMA will assign an assessor to review and approve your example activity STAR templates.

I don't recall the particular example the applicant is using, or my recollection is different. What should I do?

Discuss the example with the applicant and provide feedback which will allow the candidate to either rework the example so that you are confident in signing off or assist them to find an alternative.

I didn't supervise the applicant for this example. What should I do?

If you do not have direct knowledge of the applicant work being used for the example, then you cannot sign off. Work with the applicant to either find an alternative example that you can sign off or identify someone who directly supervised the work and can act as PER supervisor for the professional achievement.

I don't think the example chosen by the applicant meets the selected professional achievement, what should I do?

A small number of example activities that could be used to evidence a particular professional achievement are provided in the guidance However, these are not exhaustive and applicants' own examples will of course be specific to their own experiences. Use the self-reflection questions in the guidance documents and discuss the example with the applicant to provide feedback which will allow the candidate to either rework the example so that you are confident in signing off or assist them to find an alternative.

What criteria should I use to sign off the submission?

Guidance on how to assess the application can be found here.

I don't think the write up meets one or more the points under "achieved". Can I still sign off?

You cannot approve if you judge that write up does not meet all the "achieved" criteria.  Feedback to the applicant on what is missing or needs to be strengthened to aid them in redrafting before resubmitting to you.

I am related to the applicant. Can I still be the PER supervisor?

You cannot act as PER supervisor if you are related to the applicant.

I am concerned that the applicant is including confidential information in the application. What do I do?

Work with the applicant to agree a level of detail that gives enough information about the particular example but maintains company and client confidentiality, for example by anonymising client or product names. The write up will focus on the applicant's own experience and contributions in response to the prompt questions in the STAR template as such do not require attaching or replicating company-sensitive documents.

I am on a training contract/programme and I have worked in several areas of the business. Who should act as my PER supervisor and sign off - my mentor/development manager or my line manager in each of the areas I worked in?

You should choose the person who has had the most involvement and oversight of your work for the designated professional achievement. In this scenario, it may be that both have a similar level of involvement in your work and if so, you could choose either.

I have only had one manager so he/she will be signing off all of my experience. Do I need someone to act as a second signatory?

If your line manager covers all of your time in role and supervised all of your professional achievements then it is fine to have only one person signing off.