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  • 1.  CPE rollover

    Posted 02-24-2023 05:12 PM

    Does anyone know when rollover credits are applied to your account? Is it automatic? This is my first full year for the CPE requirement, but I have rollover credits from last year that I don't see in my account. 



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    Ellen Wiener CMA, CSCA
    Director/Manager
    United States
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  • 2.  RE: CPE rollover

    Posted 02-26-2023 06:50 AM

    I would also like to know the answer to this.



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    Chantz Wilson CMA
    Controller
    Enid OK
    United States
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    Original Message


  • 3.  RE: CPE rollover

    Posted 03-14-2023 01:31 PM

    Hi Ellen, 

    Our CPE rules and requirements can be found here: https://mc-69e30ef4-758e-4371-ac6f-2657-cdn-endpoint.azureedge.net/-/media/IMA/Files/Home/IMA-Certifications/CMA-Certification/continuing-education-requirements-and-rules.ashx?rev=eabf6cd610784001a725a6cb417d2ccf&hash=5F0B2CAA0952F7F01A20AD7DB29C3D81

    Thank you!

    Morgan



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    Morgan Del Rio
    Director, Integrated Marketing
    IMA
    morgan.delrio@...
    ------------------------------

    Original Message


  • 4.  RE: CPE rollover

    Posted 03-15-2023 02:10 AM
    Dear Team @ IMA 

    I attended  IMA Student leadership conference on 4th March in New Delhi but my CPE credit has not been added into my profile till date .

    Pls advise when these CPE will get credited in my account.

    Warm Regards
    Mahesh Chhabra
     Membership No-  000010717647  



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    Original Message


  • 5.  RE: CPE rollover

    Posted 03-15-2023 06:02 AM

    I was not looking for a policy document but an actual answer to my question.  The CPE dashboard states: "Please note: Carry-over credits are not included in percentage." If that is the case, how would we ever know if/when our carry-over credits were applied? 



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    Ellen Wiener CMA, CSCA
    Director/Manager
    United States
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    Original Message


  • 6.  RE: CPE rollover

    Posted 03-15-2023 09:04 AM

    Hi Ellen, 

    Apologies, I misread your question. You can reach out to our member services team at ima@... and they can look into this for you.

    Thank you!

    Morgan



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    Morgan Del Rio
    Director, Integrated Marketing
    IMA
    morgan.delrio@...
    ------------------------------

    Original Message


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