CE Audit at a Glance

Why:

To assure certified individuals comply with CBDM recertification requirements to maintain their CDM, CFPP credential. Maintaining certification demonstrates the CDM, CFPP's commitment to professional growth and continued competence.

When:

Conducted annually. Selected individuals are notified via e-mail on June 1 or the first business day thereafter about selection for the CE Audit and required actions.

Who:

• CDM, CFPPs who have reported more than 0.5 CE hours but fewer than 45 CE hours by May 31 of the third-year end of their recertification period.


• CDM, CFPPs whose three-year recertification periods ends May 31 may be randomly selected for the CE Audit, even if they have reported the minimum required CE requirements.


• Others who do not comply with laws and regulations related to the profession, including ethical violations, may be selected.

What:

• CE record is reviewed for compliance with CBDM policy for hours and required documentation for each reported program. View a list of definitions about certification and CE Audit status that you may see in your ANFP record.


• All recertification and CE Audit requirements must be fully met by stated deadlines.


• Deficiencies (CE hours and/or required documentation) identified during the CE Audit must be removed. CBDM must approve the program and documentation for the reported hours to be eligible toward recertification requirements.


• Certification status remains active during the CE Audit process and until the CE Audit process is complete, as long as the annual certification fees are paid up to date.


• Failure to fully meet all recertification and CE Audit requirements will result in your certification being terminated.

What Next:

• If you pass the CE Audit, your next recertification period begins when CBDM sends written e-mail notice of passing the CE Audit.


• If you fail the CE Audit:


• CBDM sends written e-mail notice of failing the CE Audit.


• Your certification will be terminated and you are no longer entitled to use the CDM, CFPP credential or represent yourself as being certified. E-mail and mailed notification of certification termination will be sent to the individual at the address on file in their ANFP record.


• To become certified again, you will be required to meet a current pathway of eligibility, submit a new exam application with fees for CBDM review and approval, receive a passing score on the CDM, CFPP Credentialing Exam, and activate your certification within one year of passing the exam.


• You have the right to appeal the outcome of the CE Audit in accordance with the CBDM appeals policy.

For full CBDM policy on recertification and CE Audit requirements, refer to the CBDM Guide to Maintaining Your CDM, CFPP Credential.

WEBINAR: Audit Policy and Process

The video below covers CBDM policy for recertification and CE Audit requirements. The slides from the webinar are available here.

CE Audit Status Definitions

If you are in the CE Audit and your ANFP record is not under CBDM review, you have access to review your reported CE activities. For a CE activity to be CBDM approved, all requirements must be met in accordance with CBDM policy including the submitted documentation. Become familiar with the CE Audit status definitions.

Certification & CE Audit Status Definitions

CBDM Appeal Process

To submit an appeal to CBDM, you must do so in accordance with CBDM policy and you must use the CBDM Appeal Form. For more information about the Appeals process and policy, refer to the CBDM Guide to Maintaining Your CDM, CFPP Credential.

Access the CBDM Appeal Form

CBDM Appeals Committee Appeals Process 

An appellant may choose to appeal CBDM's decision by submitting their written intent to appeal to the CBDM Appeals Committee at appeals@CBDMonline.org. The e-mail must also include the appellant's name, e-mail address, and mailing address as in their ANFP record. The CBDM Appeals Committee will be presented the same appeal that appellant submitted to CBDM. No new information will be presented. The decision of the CBDM Appeals Committee is final.

For more information about the Appeals process policy, refer to the CBDM Guide to Maintaining Your CDM, CFPP Credential.