Documenting Credits

You must record the following information for all activities:

  • A description of the educational activity (include details such as title, author/presenter, event date, event location, etc.)
  • Applicable GBIK topics and/or a description of how the activity contributed to your development as an investment performance professional (GBIK)
  • Activity completion date
  • Number of credits earned (Credit Calculation)

We encourage you to record this information as soon as possible after completing each activity.

You can track your educational activities in any electronic format (e.g., Excel). If you prefer, you can use this documentation form.

Please retain documentation of your MCE activities for one full calendar year following the three-year cycle in which the activities were completed. (You do not need to submit your documentation unless we notify you that you’ve been selected for compliance review.)

Note: Credits earned above the required 45 cannot be carried forward to the next cycle.

CIPM MCE Program: Reporting and Documentation Cycle

Certificate Awarded or Renewed MCE Reporting Cycle Starts MCE Reporting Cycle Ends Retain Documentation Through... Next Reporting Cycle Starts
January 2012 1 January 2013 31 December 2015 31 December 2016 1 January 2016
June 2012 1 January 2013 31 December 2015 31 December 2016 1 January 2016
January 2013 1 January 2014 31 December 2016 31 December 2017 1 January 2017
June 2013 1 January 2014 31 December 2016 31 December 2017 1 January 2017
January 2014 1 January 2015 31 December 2017 31 December 2018 1 January 2018
June 2014 1 January 2015 31 December 2017 31 December 2018 1 January 2018
January 2016 1 January 2016 31 December 2018 31 December 2019 1 January 2019
June 2015 1 January 2016 31 December 2018 31 December 2019 1 January 2019
January 2016 1 January 2017 31 December 2019 31 December 2020 1 January 2020
June 2016 1 January 2017 31 December 2019 31 December 2020 1 January 2020
January 2017 1 January 2018 31 December 2020 31 December 2021 1 January 2021
June 2017 1 January 2018 31 December 2020 31 December 2021 1 January 2021
January 2018 1 January 2019 31 December 2021 31 December 2022 1 January 2022
June 2018 1 January 2019 31 December 2021 31 December 2022 1 January 2022