As a holder of an FMI certification, you understand the value of continued learning and keeping up to date in the field of financial modeling. Therefore, all Certification Holders need to complete a minimum of 20 Continued Professional Development (CPD) hours each membership year. 

What qualifies?

Your CPD activities can include a combination of the following:

Formal:

  • Conferences or seminars
  • Competitions
  • Courses
  • Tertiary (university) courses
  • In-house training
  • Written technical publications

Informal:

  • Technical reading
  • Meet-Ups
  • Mentoring
  • Hands-on financial modeling

What’s not included?

Activities that do not directly improve your professional knowledge in financial modeling.

Recording CPD activities:

It is important that you maintain an annual log to record your CPD hours as you will need to submit your records as part of an FMI review. Click here for a sample log template.

When does my membership year start?

A Certification Holder’s membership year starts on 1 July to 30 June.

Need more information?

Refer to our FAQs here.

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