CFMA’s technology upgrades are live! As you explore the new education and certification experiences, visit cfma.org/faq to help answer questions you may have! Thank you in advance for your patience as we squash any bugs in the new platforms.
More InfoCFMA FAQs
Welcome to the FAQs for CFMA’s new Learning Management System (LMS) and certification platform. This guide is designed to help you navigate the systems, understand key features, and troubleshoot common issues.
Whether you're a learner looking to complete a course or a CCIFP looking to record your CPE, this FAQ provides answers to your most frequently asked questions.
Check out CFMA's April Member Benefit video series that walks you through your new CFMA platform experience.
If you don’t find what you're looking for, feel free to reach out to our support team Monday-Friday, 8:30 a.m. to 5:00 p.m. ET at:
- Certification: 609-452-8000, ext. 5 or certification@cfma.org
- Conferences: 609-452-8000, ext. 4 or conferences@cfma.org
- Education: 609-452-8000, ext. 3 or education@cfma.org
- Finance: 609-452-8000, ext. 7 or finance@cfma.org
- General Inquiries: 609-452-8000 or info@cfma.org
- Membership: 609-452-8000, ext. 2 or membership@cfma.org
- Products: 609-452-8000, ext. 8 or products@cfma.org
GENERAL
Logging In, Access, Navigation & Profile
- How do I navigate the platform? When you log in, you can reach all areas of your account straight from your Customer dashboard, including membership, education, certification, CFMA’s store, and more! Once you log in, click on “My Dashboard” in the upper right corner to be brought to your Membership dashboard.
- How do I login to my education portfolio or my CCIFP account? There is now one login for all your CFMA needs, whether it be for membership, education, or CCIFP. If you have an existing CFMA membership account, those login credentials will now be used for everything. You can use those credentials to log in to your account here.
- What if I don’t have a CFMA customer account? If you had a CCIFP or education account, but did not have a CFMA customer account, an account has been created for you. An email with login instructions should have been sent to your email address on file.
Please check your spam folder to ensure you have not missed it. If you do not see the email, please contact membership@cfma.org. You can also reset your password here.
Do not create a new account, as your historical activity will not be linked.
- I had an existing cfma.org account but received a login for a second account. How can I merge my two records? If you received login instructions for a second account, please contact us so we can verify the two accounts and merge them.
- How do I reset my password? If you have an account and cannot remember the password, you can reset it here. Do not create a new account as your historical activity will not be linked.
- Should I create a new account if I am having trouble logging in? No, creating a new account will not give you access to your historical activity with CFMA. Please contact us instead, and we will help get you into your account.
- How do I update my contact details? All of your contact details should be visible on the lefthand side of your Customer dashboard. To update them, please click the box labeled “Update Information”.
EDUCATION
Purchasing, Pricing, Refunds, Coupons & Discounts
- How can I receive member discounts? I thought I was a member, but the prices displayed are for non-members. What should I do?Please be sure you are logged into your member account.
- How do I become a member to receive member discounts? If you are not currently a member and would like to join to take advantage of CFMA’s member benefits, you can join here.
- How do I access purchased courses? Upon login, you can navigate to your course portfolio by clicking “View More” from the Education section of the new Customer dashboard, or by clicking the link here.
- Will my entire purchased course history be in my account? Only purchases since 2019 have been migrated from your old account. Please give the system 48 hours to refresh to ensure all your purchases are visible. If you are still missing a purchase after 48 hours, please contact education@cfma.org or 609-452-8000 ext. 3.
- What happened to my purchases that are more than 5 years old? To optimize storage and system performance, older records have been archived and can be accessed upon request if needed.
- How do I purchase additional educational products? CFMA’s new and improved storefront can be found here for all your educational needs.
- Where can I view my earned CPE credits? CPE credits earned in CFMA’s new Learning Management System (LMS) on or after March 31, 2025, will automatically be recorded on your customer record, as well as your certification record, if applicable.
Courses, Credits, Claiming Credits, Certificates, Transcripts, Etc.
- Have the CPE credits earned on my completed courses been migrated? Yes, all CPE credits earned and claimed were migrated with the courses and should be visible on your record. Please note that only 5 years of courses were migrated, and you will only see CPE credits for these courses. Older records have been archived and can be accessed upon request if needed.
- Where do I go to see how many CPE credits I have?
To view you CPE credit count, select “Review Education” from the CPE Credit section of your Membership dashboard to see CPE credits earned from CFMA’s LMS or “Add Or Review CPEs” to look at CPEs you earned from an outside platform and have manually recorded to your account on or after March 31, 2025.
To view your detailed CFMA education transcript with CPE details, please select “View More” under the Education section of your dashboard, to access your education portfolio. From there, please select “Transcript” from the lefthand toolbar to view your full CFMA education transcript including CPE details.
- What happened to the progress I made on my courses in the historical platform? Courses completed and CPE credits earned by February 28, 2025, had their progress migrated to the new platform. Courses left in-progress after February 28, 2025 had their progress reset when migrated to the new platform and will need to be restarted. CPEs earned from the live event, Project Management Fundamentals for Construction Financial Professionals, held on March 26 & 27, 2025, have also been migrated as well.
Webinars & Live Events
- I purchased a ticket to a live event on the old platform but am not seeing it in my account. We have migrated all sales over from the historical platform, although it may take 48 hours for all records to appear on your account. If you are still missing a purchase on or after April 2, 2025, please contact us so we can investigate.
- How do I access the webinar? On the morning of the live event, you will receive a link to join via email at the address we have on file. Please be sure your contact details are up to date.
CERTIFICATION
Recertification, Applying for Reinstatement, Emeritus, or Inactive Status
- Where do I go to pay my recertification fee? You can pay for your recertification as part of your triennial application process. To complete your application, please select “CCIFP Triennial Recertification” from the “CCIFP Applications” menu at the top of the Customer dashboard.
- How do I record my CPE credits? CPE credits earned in CFMA’s new Learning Management System on or after March 10, 2025, will automatically be recorded on your certification record. CPE credits earned outside of CFMA can be recorded by clicking on “Add or Review CPEs” in the CPE Summary on your Customer dashboard.
- I have tried to record new CPE credit I’ve earned from an external platform, but my credits are not being issued.
Please be sure the date of the learning falls within the dates of your current triennial cycle. If the date falls outside of the current triennial period, then the CPE credits issued will be zero (0).
- Will my entire CPE record history be in my account? We have migrated over 5 years’ worth of CPE credits from your old account including CPE credits earned in our education platform. Please give the system 48 hours to refresh to ensure all your CPE credits are visible. If you are still missing CPE credits after 48 hours, please contact us at certification@cfma.org or 609-452-8000, ext. 5.
- What happened to my CPE credits that are more than 5 years old? To optimize storage and system performance, we have migrated data from the past 5 years. Older records have been archived and can be accessed upon request if needed.
- How can I earn additional CPE credits through CFMA? Check out CFMA’s new and improved storefront found here for all your educational needs.
- Where do I go to apply for retired, emeritus, or inactive status? You can apply for retired, emeritus, or inactive status by clicking on CCIFP Applications at the top of your Membership dashboard.
Membership
Joining CFMA is a two step process.
First you will need to create a profile by clicking here.
After creating a CFMA profile, click the "Join CFMA" link to begin the member application process.
Once complete the membership will be active.
Membership renewal begins in December of each year. Memberships can be renewed by logging into the member record then clicking on the RENEW NOW link.
- Access to the award-winning CFMA Building Profits magazine
- 24/7 access to the exclusive members-only Connection Café Online Community
- Free access to live and on-demand webinars
- Special member pricing on CFMA's Annual Conference, education, Financial Benchmarker, and CCIFP exam prep resources
- Access to more than 10,000 construction financial professionals
- Heavy highway and specialty trade newsletters
- Cost-savings program for construction-specific products and services
CFMA General members are comprised of general contractors, subcontractors as well as developers, construction managers, architects, engineers, principals, and material and equipment suppliers.
Associate members are those serving the construction industry, such as public accountants, sureties, bankers, insurance agents/brokers and carrier’s consultants, and other service providers.
The local chapter is a huge benefit of CFMA membership, as it allows you to network with peers, attend quality meetings that provide useful topics and education that you can use in your professional life. As a member of CFMA you will have the ability to access The Online Membership Directory which allows you access to members nationwide. You will receive CFMA’s Building Profits Magazine which is packed full of useful articles and information tailored specifically for the construction financial professional. You will also be able to take part in our online courses and webinars which can earn you CPE credits at no additional cost.
CFMA offers two primary membership categories. The Associate membership and the General membership. Click here to view all membership categories
Yes, however you cannot add a chapter membership to your existing membership online. To add a chapter membership, please call CFMA's membership dept. at 609-945-2425.
Yes, CFMA chapters meet locally, allowing members to get the added benefits of local networking and education. Each chapter is unique in the structure and content of its meetings. All members of CFMA chapters must also be members of CFMA. Find a CFMA chapter near you!
All CFMA memberships will expire on March 31 of each year.
CFMA does not offer company memberships. All memberships are on an individual basis.
CFMA membership dues are pro-rated from May 1 – September 30 of each year.
CFMA benefits are active immediately upon joining.
CFMA memberships can be transferred to a colleague at any time. The member or a company representative if the member is no longer there should reach out to membership@cfma.org for more information.
CFMA membership dues are non-refundable.
CFMA members may keep their membership if they switch employers. Simply update your contact information and reach out to HQ at membership@cfma.org.
CFMA membership dues are non-refundable.
The membership can be transferred to a colleague.
CFMA membership dues are non-refundable.
CFMA does offer a retired classification. Contact membership@cfma.org for more information.
Invoices can be viewed online by logging into the member record then clicking on the RENEW NOW link.
Yes, you can view CFMA's bylaws here.
Membership Account
Member numbers can be viewed online by logging into the member record.
Contact information can be updated by logging into the member record then clicking ‘Update Profile’.
Login to the member record then select My Account. Scroll down to eContact Preferences, click Update Preferences then click Edit Preferences. Make your updates then save.
Invoices can be viewed online by logging into the member record then clicking on the RENEW NOW link.
Invoices can be viewed online by logging into the member record then clicking on the RENEW NOW link.
Members-Only Connection Café Community
Once you login to your CFMA account with your username and password you will be automatically logged into the cafe. Simply click on the Cafe link at the top of the CFMA home page.
Once you have successfully logged in click on Participate then click on Post a Message from the drop down menu.
To join a community navigate to the "All Communities" page and click the Join button on the right of the one you wish to join. You will be prompted with a dialog box asking to verify your e-mail address and how you would like to receive messages from that community. When finished, click the Yes Join the Community button at the bottom of the dialog box.
To leave the community, navigate to its home page by clicking the /community name/ (4) under the “community” section then Settings, /Leave Community/.
Contact information can be updated by logging into the member record then clicking on the avatar then clicking ‘Profile’.
CFMA Certification
Established in 2003, and today with more than 1,100 active CCIFPs nationwide, the CCIFP credential is the only standard to recognize that a financial manager truly knows the business of construction. Certification affords you a competitive edge over your peers by demonstrating your commitment to your profession and the construction industry as a whole.
The CCIFP designation is endorsed by such industry-leading organizations as ASA, CFMA, CICPAC, IRMI, NASBP, and others.
Learn more about the CCIFP examination application process.
Products & Services
Yes, CFMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education, and is licensed to provide CPE credits for group-live and group-internet based programs.
To receive CPE credits for attending a webinar or online course, participants must log in to the program within 15 minutes of the start of the presentation and respond to a series of alertness checks at different intervals throughout the broadcast. Participants who do not meet the alertness requirement will not be able to take an evaluation survey or receive CPE credits.
Participants complete the online evaluation survey through CFMA’s Education Online website. Log on with your CFMA username and password and click My Account. Locate the title of the session and click Access, then Evaluations, to take the survey and print your CPE certificate. CPE certificates are only awarded for attending live online events and are not provided for viewing on demand programs.
More information about CFMA’s Annual Conference & Exhibition is available at www.cfma.org/annual, or by contacting Meeting Services at 609-452-8000 (option 2), or conferences@cfma.org.
CFMA at Spring Creek is a three-and-a-half day annual retreat designed for leaders from CFMA chapters who want to excel in the workplace, improve their work-life balance, and become successful chapter presidents. The focus of Spring Creek is personal development, professional development, and development within CFMA with an emphasis on building effective teams, leading through fun, and learning proven leadership models.
CFMA BP Online is the digital replica of CFMA Building Profits – CFMA’s bimonthly magazine. Once logged in to www.cfma.org you can access BP Online from the member benefits navigation or go here. Click on the magazine cover to read, search, and share articles published since 2007.
Compiled from four sub-indices measuring critical components of the financial health of a commercial construction company, CONFINDEX is CFMA’s quarterly confidence index survey of construction company CFOs.
CFMA’s members-only social network is where members can connect with their peers on industry information, innovation, and business trends.
CFMA’s Financial Survey and Benchmarker resources include information on the Benchmarker, the Financial Survey Online Questionnaire, financial benchmarking products and pricing, and free industry insights.
Financial Management and Accounting for the Construction Industry desk reference book (“The Book”) contains the answers to the highly specialized, construction industry accounting challenges construction financial managers face every day. Available in both hard copy and e-book formats, “The Book” is the ultimate reference source and the only publication of its kind. Click here for more information on “The Book,” including the table of contents and selected free content.
CFMA’s Career Center is the premier electronic recruitment resource for the industry where employers and recruiters can access the most qualified talent pool.
CFMA has an affinity partnership with various companies that offer members discounts on products and services. Connect with these CFMA partners for effective, innovative ways to save money and immediately experience the benefit of CFMA membership.
CFMA User Account Help
You can use the Forgot Password page to recover your login information. If you believe you have a user account and the system is not recovering your login information, then contact us at websupport@cfma.org for further assistance.
Your profile and contact information can be updated with the Update My Account link after logging in to www.cfma.org.
Yes, a user account is required to track and verify orders. You can create a web account here if you don’t already have an account. If you believe you have a user account but have forgotten your credentials, use the Forgot Password page to recover your login information.