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  • 1.  CPE credits carry forward

    Posted 12-02-2022 12:05 PM
    Hi there,
    I have earned the CMA status in March 2021 and have earned a few CPE credits thereafter in that year. As per IMA's CPE rules and requirements, CPE reporting requirement starts on Jan 1 after both the exams have been passed, and whatever CPE were earned in the meanwhile will be counted as earned in the first reporting period. In this regard, how do I transfer the CPE credits earned last year to this year? How can I report that the CPE credits needed for this year were already earned and can be carried forwarded?

    Thanks for your help.

    Best regards,
    Chandra.

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    Chandra Sekhar Vedula CMA, CSCA
    Analyst
    Hyderabad
    India
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  • 2.  RE: CPE credits carry forward

    Posted 12-03-2022 03:27 AM
      |   view attached
    Hello,

    Here's what the continuing education requirements indicate: https://www.imanet.org/-/media/09f42abac3aa4d64a5756a578d18116e.ashx?la=en
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    Up to 10 hours can be carried forward to the next year and it recommends organizing your CPE in the transcripts section of your member profile.

    Sincerely,



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    Farah Mathres CMA
    Finance Manager
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    Original Message