The Portfolio of Qualifying Experience is a standardized means for candidates to verify the quality of their work as commercial-investment professionals and to document having achieved at least the minimum level of experiences required to qualify for the CCIM designation.
Portfolios may be submitted at any point during candidacy. The published portfolio deadline is the last date for which portfolios will be accepted to allow sufficient time prior to the Comprehensive Examination for review and grading. Portfolio submittal deadlines are also available in other Institute publications, at chapter meetings, and through chapter newsletters.
You are strongly encouraged to start compiling your portfolio file once you complete CI 101. Don’t wait until the end of the program and then have to recreate your work from memory. Every time you complete a qualifying activity, make copies of the documents that verify its completion and your material participation. In addition, make notes about your role and the CCIM skills you used so you’ll have a running start on your activity data forms. If you have been accumulating materials all along, preparing the portfolio won’t be so difficult.
Candidates may submit portfolios at any point during their candidacy. Published portfolio deadlines refer to the last date that will allow for review and grading. Grading sessions are scheduled far in advance of Comprehensive Examinations to allow sufficient time for revisions and regrading. Portfolios may be submitted at any time during your candidacy. Please refer to the submission deadlines, which reflect when portfolios are reviewed. Those who have completed all their education requirements and whose portfolios have been approved by the Comprehensive Examination deadline will be eligible for that exam.
Send portfolios to:
CCIM Designation Department
430 N Michigan Avenue, Suite 800
Chicago, IL 60611-4092
Graders are CCIMs who have successfully gone through the rigors of preparing their Portfolios and are proud of their CCIM pin. The graders look for a presentation that, in part, reflects the quality of your professional work that befits the CCIM designation.
The first thing Graders review is the Portfolio Cover Sheet , It is important that you follow the assembly directions by the use of the CCIM Portfolio Checklist, Summary of Qualifying Activities and the Activity Data Form to see if you have supplied the proof of activity and proofs of Candidate’s role.
In the event that adequate documentation of your involvement in a transaction is not provided, you may be contacted by a grader to provide a 3 to 5 page narrative describing your participation and use of CCIM Skills and/or additional documentation verifying the qualifying activity in which you were involved.
If this information has not been satisfactorily supplied, your Portfolio will be returned for completion.
It has been stated that the CCIM designation is equivalent to a graduate degree. Therefore Graders reviewing your Portfolio look for a demonstration of the CCIM skills you used or would have been used in your Narratives or Comprehensive Case Study. See list of CCIM Core Skills. Whichever skills you select to demonstrate what you used or could have used in your transactions you must submit a demonstration of your application of these skills by use of an APOD, demographic data, etc. or any of the other skill sets learned through the course curriculum.
If you have questions about preparing your portfolio, contact the Designation Department (800/621-7027, extension 4478) or e-mail questions to designation@ccim.com or consult your local CCIM chapter for assistance.
Each candidate must document personal involvement and consummation of no less than:
1) 10 qualifying activities that total $10 million or more
2) 1 or more activities totaling a minimum of $40
million
3) 30 activities without regard to total volume
| Step 1: Qualifying Activity Requirements >> |