Ways to Qualify for the CCE Designation Exam:

Plan A: 10 Years Experience, a Four-year Degree and 125 Career Roadmap Points
Plan A requires that applicants have at least 10 years of full-time experience in the field of business credit or financial management, have a four-year degree and can show evidence of 125 Career Roadmap Points. NACM Career Roadmap points are awarded for education (both formal and continuing), work experience and work-related activities, and local, regional and national NACM participation. The CCE Application form may be submitted along with your resume for evaluation.

Plan B: Hold the CBA and CBF Designations and 125 Career Roadmap Points
Plan B is an alternative option for candidates who may not have been in credit for 10 years or have the four-year degree. This plan is designed for candidates who show the determination to pursue continuing education and higher career goals at a faster pace. Plan B applicants must have successfully earned both the CBA and CBF designations and must submit a Career Roadmap showing a total of 125 documented points. (Because Plan B applicants have already earned the CBF designation which required 75 Roadmap points, 50 additional points will total the 125 required.) There is no minimum work experience requirement under Plan B. An updated copy of your resume must accompany your CCE Application.

Plan C: 15 Years Experience, 57 Years of Age or Older, and 125 Career Roadmap Points
Plan C is an option for candidates who may not have earned a degree from a four-year college or university, but have at least 15 years of experience in credit or financial management. After submitting a CCE application form and a completed Career Roadmap documenting 125 Roadmap Points, candidates will be notified in writing of their eligibility to take the CCE exam.

Second Year GSCFM® Students

Upon successfully completing the second year of Graduate School of Credit and Financial Management® program, students may take the CCE designation exam. The standard application requirements are waived, though these students must take and pass the CCE exam to earn the designation.

FCI Holders

Holders of the Canadian credit designation, the Fellow Credit Institute (FCI), are also encouraged to take the CCE Designation Exam. FCI holders should register with the NACM-National Education Department and complete the exam application form. The Roadmap points and work experience requirements are waived. Candidates should submit a copy of their FCI certificate with the exam application form.

CCE Recertification

CCEs must apply for recertification every three years, until age 60 (or until age 55 and have officially retired from the credit and financial management field.) When you reach age 60 (or 55, having formally retired), you should notify the National Education Department so that you may be granted lifetime certification. During each three-year period, a total of six recertification points must be earned. Three of the six points must be participation points and the other three (or 30 hours) must be continuing education points. Participation points are awarded for your NACM membership, attendance at the NACM-National Convention and other activities. Recertification education points can be earned by completing a select number of self-study courses or attending advanced level continuing education programs. Recertification information will be mailed to you upon successful completion of the CCE examination.

Recertification Brochure (Download PDF file)
Recertification Brochure (Microsoft Word)