Thank you for participating as a provider for the Certification Maintenance program or considering becoming a provider.

The CM web pages contain all you need to know about providing educational content for professional planners who are members of the American Institute of Certified Planners.

Registered Providers

Already an approved provider?

My Organization Dashboard

Program Details for Providers

NEW Criteria for CM Mandatory Credits

CM Eligibility Criteria

Types of CM Events

How CM Credits Are Measured

CM Event Status

Branding, Marketing, and Promotion

Tips for CM Providers

Tools for CM Providers

Quality Assurance Process


CM Provider Toolkit

CM Logging Evaluation Questions and Explanations

Webinar: Moving Your Face-to-Face Training Online

Workflow Worksheet: Moving Your Face-to-Face Training Online

CM Provider Insider Newsletter