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There will be ongoing maintenance on MyCIMA from June 24 Thursday, 22:00 (BST) till June 25 Friday, 3:00 (BST). Users can still access MyCIMA to schedule or start an Exam but other MyCIMA services will not be available. Users will not be able access Study Planner, CGMA Store, CGMA.org, and Competency and Learning. In the meantime, we apologize for any inconvenience caused.  

New PER Process IPD Pilot

We’re enhancing the practical experience requirements (PER) route to CIMA® membership and invite you to take part in our Initial Professional Development (IPD) pilot. This will help validate the new assessment of experience/professional achievements, which will replace the existing PER routes. We strongly believe that this new streamlined process will enhance your experience.

How to become a CGMA designation holder

To become a Chartered Global Management Accountant® (CGMA®) designation holder, you need three years of verified relevant professional experience.

The PER process is an essential part of the CIMA Professional Qualification and CIMA’s membership application process. They complement the assessments and demonstrate your ability to apply your knowledge and skills in the context of your professional experience.

Your application will be assessed to determine whether you have gained enough experience to be awarded Associate membership — giving you the Associate Chartered Management Accountant (ACMA) and CGMA designations.

What is changing?

There are several changes and improvements to the membership process. We’ve:

  • Simplified the process while maintaining our high standards
  • Taken action on feedback from students and employers that highlighted areas to improve
  • Improved the relevancy in the assessment of the work experience (core activities), professional skills and behaviours required

Why should I join the pilot?

Be amongst the first to experience our new enhanced and streamlined professional achievements process. By signing up for the IPD pilot you will also:

  • Save 70% — the pilot is offered at a reduced fee (£50 instead of the usual £165).
  • Take advantage of a simpler application form and structure.
  • Get more personalised support and guidance through the new process.
  • Be in a strong position to get your membership application approved and gain your designatory letters ACMA, CGMA.

Am I eligible?

You have been specially invited to join this pilot as you’ve already completed your Strategic Case Study Exam, so the next step is your application for CIMA membership. For your membership application and assessment of professional achievement, you must demonstrate:

  • Three years of experience in a finance role. CIMA students and members hold a broad range of job titles, so we don’t prescribe a list of acceptable or expected job titles. We focus instead on what you do in your day-to-day work. This ensures the work activities you undertake during your initial professional development are relevant to becoming a qualified management accountant.

    You are likely to be working or have worked in one of the following areas:
  • Management accounting
  • Finance business partnering
  • Accounting
  • Professional services and consulting
  • Financial and management reporting
  • Financial management
  • Financial planning and analysis
  • Performance management
  • Audit and assurance
  • Business intelligence and data analysis
  • Risk management
  • Taxation
  • Banking
  • Treasury
  • Achievement of work activities that are core and critical to the role of the management accountant
  • Development of professional skills or behaviours that are essential to the management accountant

How does the pilot work?

  • Sign up for the pilot before the deadline date of 23 June
  • Receive a confirmation email between 24-30 June that you have been accepted for the pilot (limited slots are available)
  • Sign up for and attend an information webcast (optional)
  • Access the pilot 'Record of My Initial Professional Development' (IPD) and related support guidance
  • Confirm your IPD supervisor/s (likely to be your manager or employer)
  • Check the pilot support webpage regularly as you draft your application. Additional guidance and updated FAQs will be added throughout the pilot
  • Complete the 'Record of My IPD form', get your supervisor to sign off and pay any relevant fees
  • The deadline for IPD applications is 31 August. Email the 'Record of My IPD' to CIMA by this deadline
  • Await confirmation of the outcome of your application (this will take up to eight weeks due to additional quality checks for the pilot — we’ll keep you updated)
  • Complete the feedback survey
  • Receive your membership decision

Resources

Important note:

Entry for the IPD pilot is now closed. We will be confirming places on the pilot by email between 24th - 30th June.

FAQs

About the pilot

What is Initial Professional Development (IPD)?

IPD is a term used across many professions. It refers to the period where you learn to apply your knowledge in the workplace, gain experience, and develop the required skills and behaviours for your profession before qualification.

Why have you changed the name from PER to IPD?

We’ve updated the language to emphasise our refocus of this assessment on the work experience (core activities), professional skills and behaviours that are critical for CIMA membership, and which will normally develop in the early years of your career. 

 IPD also strengthens the link with the continuing professional development (CPD) you will undertake throughout your career. The process of managing and recording your IPD will help prepare you for tracking your CPD. 

I’ve already started an application, can I join the pilot?

Yes, it’s your choice. You will, however, need to transfer any relevant information from your current application to the new form.

I can’t attend a webcast, can I still be in the pilot?

Yes, we’ll send a recording of the webcasts to all participants in the pilot.  

Will my application as part of the pilot give me CIMA membership?

Your application will be assessed in a similar way to the current PER process. If you meet the requirements, you will be selected for membership. 

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 if I don’t complete my application before the deadline?

We have set an application deadline so that we have time to refine the new process before it’s rolled out for all students. If you have not completed it before the deadline, you will need to go back to using the current application form on the website or wait until later in 2021 for the launch of the new process.   

Why does it take longer for the pilot to get my application approved?

We need to carry out additional quality assurance checks and have additional reviews in place to ensure the new process meets the high standards required. We will get a decision to you as soon as possible.  

How do I know if my experience is relevant?

To help you decide whether you have the right level of experience to apply for membership, your finance role should allow you to regularly demonstrate most or all of the following characteristics:

Technical  

  • Demonstrate strong, accurate technical accounting skills and use these to manage performance and/or implement and monitor strategy.  
  • Prepare financial and non-financial information to support decision-making.  
  • Provide trusted information and advice to others both within and outside the finance function. 

Business  

  • Demonstrate understanding of the business context and provide insight and recommendations which add value to the business. 

People  

  • Build and maintain relationships within the finance function, as well as within and outside the organisation.  
  • Work collaboratively to achieve objectives.  
  • Communicate complex technical information clearly and effectively to both accounting and non-accounting stakeholders. 

Leadership  

  • Take ownership of own workload and/or designated projects and effectively manage own time and the time of others.  
  • Provide leadership to peers in the finance function and through business partnering with other areas of the business.  
  • Act as a role model.  

Digital skills  

 

 

  • Use data and digital tools to analyse financial and non-financial information to manage performance and support decision-making.  
  • Able to adapt to increasingly digital work environments.

Ethics, integrity and professionalism  

  • Demonstrate the highest standards of conduct and professional competency.  
  • Apply ethics, integrity and professionalism to all work activities.  

 

What if I change my mind about being in the pilot?

You would need to contact us so that we can remove you from the pilot. We may contact you for feedback to understand why you have withdrawn. You can apply for membership in the normal way with the relevant fee when you are ready.

Why do you only have a Word form for the pilot?

We want to test out our approach before our system development is finalised. By using a Word form, we can easily make any necessary changes. We’re also working on the digital solution, and your feedback on the pilot will contribute to this.

How will my involvement help the new process?

We’ll solicit feedback from you to help us improve the process before it’s rolled out to all students later in 2021. We want to get a range of applications during the pilot so that we can verify that our new process covers the extensive roles and organisation where CIMA students work.

Terms and conditions

To sign up for the pilot, you must have at least three years of relevant experience and agree to:

  • Submit a true and accurate account of your work experience.
  • Pay the required fee and settle any outstanding subscriptions payments.
  • Receive a discounted application fee only if your application is submitted using the correct pilot format and by the deadline date.
  • Complete a follow-up survey and provide feedback to help CIMA make improvements.
  • Be accepted on the pilot (after you express interest) by email confirmation. CIMA has a limited number of slots so cannot guarantee all applications will be accepted.
  • Allow CIMA to seek additional information from candidates and other sources (employers etc.) in making its decision.
  • Allow CIMA to undertake relevant internal and external validation of information provided by candidates as it sees fit and appropriate.