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<p>
<b>Email Links:</b> Some Microsoft Office 365 and Outlook users are seeing a malicious link message when they click on links in CCIM Institute promotional emails. Our email marketing vendor is working with Microsoft to resolve
this issue. If you receive the malicious link message after clicking a link in a recent CCIM Institute promotional email, you may click "continue anyway" or email <a href="mailto:help@ccim.com">help@ccim.com</a> for further
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<p>CCIM Institute's new My Account Portal has more functionality, convenience, and benefits for you to enjoy. This page includes answers to common questions about CCIM Institute's My Account system, where you manage your username,
password, customer profile information, and more. While CCIM Institute is experiencing high call volumes, the instructions below can be used for quick solutions.</p>
<p>If you are still experiencing issues after reviewing these solutions, please <a href="#assistance">contact us</a> for further assistance. Or you can reach us by phone at +1 (312) 321-4460 or (800) 621-7027. Business hours
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<label class="desc notranslate" id="fastSelectLabel" for="fastSelect"> What do you need help with? </label>
<select onchange="location = this.value;" id="fastSelect">
<option selected="selected" value="#none"></option> Select topic <option value="#login">Logging in</option>
<option value="#member2">Renewing my membership</option>
<option value="#member3">Enabling membership auto renewal</option>
<option value="#conf">Accessing the CCIM Global Conference</option>
<option value="#stdb">Accessing Site To Do Business</option>
<option value="#education2">Launching a course</option>
<option value="#findaccim2">Updating my Find a CCIM profile or headshot</option>
<option value="#education3">Course cancellations, transfers, or retakes</option>
<option value="#education5">Requesting continuing education (CE) credit or details</option>
<option value="#payment3">Accessing receipts for courses or memberships</option>
<option value="#education4">Accessing course Certificates of Completion</option>
</select>
</section>
<hr>
<div class="toc">
<h2 style="margin-bottom: 20px;" class="sectHead">FAQs Table of Contents</h2>
<section class="affinity-benefit popularFAQ" id="popular">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow active" alt="arrow">
<h2 class="upcase" id="knownIssues">Known Issues</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#login">How Do I Access My CCIM Institute Account?</a>
</li>
<li>
<a href="#login5">Why Am I Able to Access Some Pages but Not Others?</a>
</li>
<li>
<a href="#profile5">Why Do I Need to Input Data That Was in My Old Account?</a>
</li>
<li>
<a href="#findaccim2" title="How Do I Update My Find a CCIM Profile and Headshot?">How Do I Update My Find a CCIM Profile and Headshot?</a>
</li>
<li>
<a href="#findaccim3">Why Do I Need to Update My Profile Data and Headshot in Two Places for Find a CCIM?</a>
</li>
<li>
<a href="#findaccim4">Why Isn’t My Find a CCIM Information Appearing Correctly After I Update My Profile?</a>
</li>
<li>
<a href="#findaccim5">How Do I Optimize the Find a CCIM Search by Using Nicknames?</a>
</li>
<li>
<a href="#education4" title="How Do I Access My Course Grades and Course Certificates of Completion?">How Do I Access My Course Grades and Course Certificates of Completion?</a>
</li>
<li>
<a href="#stdb" title="How Do I Access Site To Do Business? ">How Do I Access Site To Do Business? </a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit" id="logginIn">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">Logging In</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#login">How Do I Access My CCIM Institute Account?</a>
</li>
<li>
<a href="#login5">Why Am I Able to Access Some Pages but Not Others?</a>
</li>
<li>
<a href="#login2">How Do I Reset My Password?</a>
</li>
<li>
<a href="#login4">How Do I Update My Username Email for My Account?</a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">Updating My Profile</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#profile5">Why Do I Need to Input Data That Was in My Old Account?</a>
</li>
<li>
<a href="#findaccim3">Why Do I Need to Update My Profile Data and Headshot in Two Places for Find a CCIM?</a>
</li>
<li>
<a href="#findaccim4">Why Isn’t My Find a CCIM Information Appearing Correctly After I Update My Profile?</a>
</li>
<li>
<a href="#profile1">How Do I Update My Primary Info/Contact Info?</a>
</li>
<li>
<a href="#profile2">How Do I Update My Specializations/Property Types/Market Areas Information? </a>
</li>
<li>
<a href="#profile3">How Do I Update My Education Information? </a>
</li>
<li>
<a href="#profile4">How Do I View My Badge Information? </a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">Education and CE</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#education" title="How Do I Purchase a Course? ">How Do I Purchase a Course? </a>
</li>
<li>
<a href="#education2" title="How Do I Launch a Course?">How Do I Launch a Course?</a>
</li>
<li>
<a href="#education3" title="How Do I Request Course Cancellations/Transfers/Retakes? ">How Do I Request Course Cancellations/Transfers/Retakes? </a>
</li>
<li>
<a href="#education4" title="How Do I Access My Course Grades and Course Certificates of Completion?">How Do I Access My Course Grades and Course Certificates of Completion?</a>
</li>
<li>
<a href="#education5" title="How Do I View/Print My Continuing Education (CE) Credits?">How Do I View/Print My Continuing Education (CE) Credits?</a>
</li>
<li>
<a href="#education6" title="How Do I Update My CE Licenses?">How Do I Update My CE Licenses?</a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">Membership</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#member2" title="How Do I Renew My Membership? ">How Do I Renew My Membership? </a>
</li>
<li>
<a href="#member3" title="How Do I Update My Membership to Automatically Renew? ">How Do I Update My Membership to Automatically Renew? </a>
</li>
<li>
<a href="#member4_1" title="How Do I Check My Membership Status?">How Do I Check My Membership Status? </a>
</li>
<li>
<a href="#member" title="How Do I Update My Membership Information?">How Do I Update My Membership Information?</a>
</li>
<li>
<a href="#member4" title="How Do I Purchase A Membership">How Do I Purchase A CCIM Institute Membership?</a>
</li>
<li>
<a href="#member4-5" title="How Do I Purchase A Membership">How Do I Purchase A Chapter Membership?</a>
</li>
<li>
<a href="#member5" title="How Do I Access My CCIM Designation Information?">How Do I Track My CCIM Designation Progress? </a>
</li>
<li>
<a href="#member6" title="How Do I Access Members Only? ">How Do I Access Members Only? </a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">Payment and Invoices </h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#payment" title="How Do I View or Update My Payment Methods?">How Do I View or Update My Payment Methods?</a>
</li>
<li>
<a href="#payment2" title="How Do I View My Invoices and Receipts? ">How Do I View My Invoices? </a>
</li>
<li>
<a href="#payment3" title="How Do I View My Payment History? ">How Do I View My Payment History and Receipts? </a>
</li>
<li>
<a href="#payment4" title="How Do I Donate to the CCIM Foundation? ">How Do I Donate to the CCIM Foundation? </a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">CCIM Global Conference</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#conf1">How Do I Access the CCIM Global Conference?</a>
</li>
<li>
<a href="#conf2">How Do I View Recordings of the Sessions or Download Slide Decks?</a>
</li>
<li>
<a href="#conf2_1">How Long Do I Have Access to the Session Recordings?</a>
</li>
<li>
<a href="#conf3">I’ve Accessed the Conference Before, But Now I Can’t Log In.</a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">Site To Do Business</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#stdb" title="How Do I Access Site To Do Business? ">How Do I Access Site To Do Business? </a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">Find a CCIM and Member Directory </h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#findaccim" title="How Do I Search in Find a CCIM? ">How Do I Search in Find a CCIM?</a>
</li>
<li>
<a href="#findaccim2" title="How Do I Update My Find a CCIM Profile and Headshot?">How Do I Update My Find a CCIM Profile and Headshot?</a>
</li>
<li>
<a href="#findaccim3">Why Do I Need to Update My Profile Data and Headshot in Two Places for Find a CCIM?</a>
</li>
<li>
<a href="#findaccim4">Why Isn’t My Find a CCIM Information Appearing Correctly After I Update My Profile?</a>
</li>
<li>
<a href="#findaccim5">How Do I Optimize the Find a CCIM Search by Using Nicknames?</a>
</li>
</ul>
</div>
</section>
<section class="affinity-benefit">
<div class="benefit-top">
<img src="https://www.ccim.com/uploadedimages/content/membership/icon-arrow_dropdown-red.png" class="benefit-arrow" alt="arrow">
<h2 class="upcase">CCIM Institute Store</h2>
</div>
<div class="description-code">
<ul>
<li>
<a href="#store" title="How Do I Access the CCIM Institute Store? ">How Do I Access the CCIM Institute Store? </a>
</li>
<li>
<a href="#store2" title="How Do I Purchase a <i>Commercial Investment Real Estate Magazine</i> Subscription?">How Do I Purchase a <i>Commercial Investment Real Estate Magazine</i> Subscription?</a>
</li>
<li>
<a href="#member4" title="How Do I Purchase a Membership? ">How Do I Purchase a CCIM Institute Membership? </a>
</li>
<li>
<a href="#member4-5" title="How Do I Purchase a Membership? ">How Do I Purchase a Chapter Membership? </a>
</li>
<li>
<a href="#education" title="How Do I Purchase a Course? ">How Do I Purchase a Course? </a>
</li>
</ul>
</div>
</section>
</div>
<h2 id="assistance" class="sectHead">Need Further Assistance?</h2>
<p>For assistance with the My Account Portal, accessing Site To Do Business or your course site, or other account questions, please fill out the form below with as much information as possible. During business hours (8:30 a.m. -
5:00 p.m. Central Monday - Friday), responses are typically sent within 24 hours. During evenings, weekends, and holidays, most customers will receive a response on the next business day. Emails and voicemails are answered in the
order they're received.</p>
<p>
<a href="javascript:void(0)" class="btn btn-primary btn-lg learn-host">Contact Us</a>
</p>
<div id="wufoo-sryz8ky182pk6c" class="more-info host-course hide-this">
<iframe height="1600" title="Embedded Wufoo Form" allowtransparency="true" frameborder="0" scrolling="no" style="width: 100%; border: none; height: 1600px; overflow: scroll;" src="https://ccim.wufoo.com/embed/m14eabhj1n8a97w/">
&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;a
href="https://ccim.wufoo.com/forms/m14eabhj1n8a97w/"&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;Fill
out my Wufoo
form!&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;lt;/a&amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;amp;gt;
</iframe>
</div><br>
<div class="FAQs-body">
<h2 id="login">Logging In</h2>
<p>
<i>First time logging in since July 1? Before accessing CCIM Institute eCampus, CCIM Connect, and other online platforms, CCIM Institute members and customers will need to validate their new account and update their profile information. The same login credentials can then be used to access the institute's online platforms<a href="#stdb"></a>. </i>
</p>
<h3 id="login1">How Do I Access My CCIM Institute Account?</h3>
<p>If this is your first time logging in since July 1, you will first need to validate your account. Emails you may have previously received from implementations@fonteva.com to activate your account have now expired. Please
complete the <a href="#assistance" title="#assistance">“Need Further Assistance?”</a> form above, select “Log in," and a representative from our Solution Center will reach out to you. </p>
<p>If you have already validated your account and are now experiencing login errors, please check to <a href="#login5">see if you are able to access other CCIM Institute platforms</a>. If you are not, we recommend following the
instructions on <a href="#login2">resetting your password</a>.</p>
<hr>
<h3 id="login5">Why Am I Able to Access Some Pages but Not Others?</h3>
<p>If you have already validated your account and are able to log into some CCIM Institute platforms but not others, this could be the result of faulty permissions settings. Please complete the
<a href="#assistance" title="#assistance">“Need Further Assistance?”</a> form above, select “Log in," and note the platform you are unable to access in the comments section. A representative from our Solution Center will reach
out to you to resolve the issue.</p>
<hr>
<h3 id="login2">How Do I Reset My Password?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/creQbPVcFVf?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<p>Use the primary email address associated with your account as your username (you might have updated or confirmed this username email recently) and reset your password. Upon successful login, please save your username email and
password. <b>If you do not receive a password reset email</b>, we may need to validate your account. In that case, please complete the <a href="#assistance">“Need Further Assistance?” form</a> above for the fastest response and
to avoid phone tag loops. </p>
<a href="https://fontevacustomer-1638354c123-16418e0cd08.force.com/CCIMCommunity/s/login/ForgotPassword" class="btn btn-primary" target="_blank">Reset My Password</a>
<br>
<hr>
<h3 id="login4">How Do I Update My Username Email for My Account?</h3>
<p>To update your username email, please complete the <a href="#assistance" title="#assistance">“Need Further Assistance?”</a> form and select “Change my username." A representative from our Solution Center will reach out to you
to assist. </p>
<p>When setting up a new username email with our Solution Center, we recommend choosing a personal, instead of business, email address to ensure continued access to your account in the future.</p>
<h2 id="profile">Updating My Profile</h2>
<h3 id="profile5">Why Do I Need to Input Data That Was in My Old Account?</h3>
<p>We know that you may have been asked to input information that you previously entered in the old My Account system. CCIM Institute has a legal and moral obligation to protect member privacy. As members can choose what
information to disclose and whether or not they appear in the Find a CCIM directory, we are requiring a one-time validation of your new My Account information. Correct data will allow you to be found more easily in the Find a
CCIM database.</p>
<p>For further information on updating your profile, please follow the <a href="#profile1">instructions below</a>.</p>
<hr>
<h3 id="profile7">Why Do I Need to Update My Profile Data and Headshot in Two Places for Find a CCIM?</h3>
<p>Please see the <a href="#findaccim3">instructions</a> below.</p>
<hr>
<h3 id="profile8">Why Isn’t My Find a CCIM Information Appearing Correctly After I Update My Profile?</h3>
<p>Please see the <a href="#findaccim4">instructions</a> below.</p>
<hr>
<h3 id="profile1">How Do I Update My Primary and Contact Information?</h3>
<p>
<i>Your primary and contact info is essential for billing and shipping purposes, as well as displaying professional listings in the Find a CCIM directory. In the new My Account Portal, CCIM Institute Candidates are included in the members-only Find a CCIM directory.</i>
</p>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/embed?sc=cYi30BEZ5z&v=6&ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<h3>Primary Information</h3>
<p>
<i>Primary information includes your name, company, title, and demographic. </i>
</p>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “Primary Info.”</li>
<li>Under My Info, Click “Change.”</li>
<li>Type in any of your primary information updates, then scroll to the bottom of the page and click “Save.”</li>
</ol>
<h3 id="contactinfo">Contact Information</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/crVYDJ9Ohq?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<p>
<i>Contact information includes your address, email, and phone number.</i>
</p>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “Contact Info.”</li>
<li>Under Contact Info, Click “Change.”</li>
<li>Type in any of your contact information updates, then scroll to the bottom of the page and click “Save.”</li>
<li>Please note: Input country first, then the rest of your address. You must also spell out the state name. If your address contains a suite or apartment number, please press enter to put it on a new line.</li>
<li>There are also multiple fields to set up your preferred contact information for different uses. <b>Please be sure to make a selection for each of the following:</b>
<ul>
<li>Preferred Shipping Address: This is where you’ll receive <i>Commercial Investment Real Estate</i> magazine and other mail from CCIM Institute.</li>
<li>Preferred Billing Address: This should match your credit card information.</li>
<li>Preferred Directory Address: This will be used as your location in Find A CCIM and members-only directories.</li>
<li>Email for Member Directory: This is where you’ll receive messages through Find A CCIM and members-only directories.</li>
<li>Preferred Email Type: This is where you’ll receive course confirmations, receipts, and other communications from CCIM Institute.</li>
<li>Preferred Phone Type: This number will be used if the institute’s staff needs to reach out to you via phone.</li>
</ul>
</li>
</ol>
<hr>
<h3 id="profile2">How Do I Update My Specializations/Property Types/Market Areas Information?</h3>
<i></i>
<p>
<i>
Specializations/Property Types/Market Areas allow potential employers and clients to find you based on your professional focus and allows CCIM Institute to provide you with more relevant resources.</i>
</p>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “Specializations/Property Types/Market Areas.”</li>
<li>Under Specializations, click “Change.”</li>
<li>Update any of your specializations/property type/market area information.</li>
<li>Once you are finished, scroll to the bottom of the page and click “Save.”</li>
</ol>
<hr>
<h3 id="profile3">How Do I Update My Education Information?</h3>
<p>
<i>Education Information includes details on college degrees and/or other non-CCIM education you've completed.</i>
</p>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “Education Information.”</li>
<li>Under Education, click “Change.”</li>
<li>Update your Education information.</li>
<li>Once you are finished, scroll to the bottom of the page and click “Save.”</li>
</ol>
<hr>
<h3 id="profile4">How Do I View My Badge Information?</h3>
<p>
<i>Badges detail the different groups you belong to within CCIM Institute's community, as well as any volunteer positions you hold. They also display your membership information and educational programs you may be enrolled in.</i>
</p>
<p>Within your My Account Portal, on the left side of the screen, click on “Badges.” Once clicked, your badge information will appear.</p>
<h2 id="education">Education and CE</h2>
<h3 id="education1">How Do I Purchase a CCIM Institute Course?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/crevrtVVGdN?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<p>Visit CCIM.com and select Education on the main menu. Then select Upcoming Courses. To register, you will first need to log in or create an account. If you don’t have a CCIM Institute account, select “Create Account” on the
main menu before proceeding with your registration.</p>
<hr>
<h3 id="education2">How Do I Launch a CCIM Institute Course?</h3>
<p>First, you must log in to the new My Account Portal to confirm your username email and select a new password for all accounts, including CCIM Institute eCampus.</p>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/crVtqZRehY?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<hr>
<h3 id="education3">How Do I Request a Course Cancellation, Transfer, or Retake?</h3>
<p>Please follow the instructions below to cancel your course registration. </p>
<ol>
<li>Login and select the course in <a href="https://fontevacustomer-1638354c123-16418e0cd08.force.com/CCIMCommunity/s/events" target="_blank">Courses and Events</a>.</li>
<li>While on the course page, you will be able to cancel your registration. The option will only appear if you are logged into the system.</li>
</ol>
<p>To request a course cancellation, transfer or retake, please email <a href="mailto:courseinfo@ccim.com" title="courseinfo@ccim.com">courseinfo@ccim.com</a> or fill out the
<a href="#assistance" title="#assistance">“Need Further Assistance?”</a> above.</p>
<p>
<i>More information coming soon.</i>
</p>
<hr>
<h3 id="education4">How Do I Access My Course Grades and Course Certificates of Completion?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/crnfoaRG8B?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<ol>
<li>Within your My Account Portal, go to your profile.</li>
<li>On the left side of the screen, click "Grades".</li>
<li>This page will display all the events that you have registered for (including conferences and governance meetings.)</li>
<li>To print the Certificate of Completion, you will need to have successfully completed the course with a passing grade of 70% or above and met the attendance requirements.</li>
<li>Upon successful completion, you will be able to print your Certificate of Completion by clicking the print icon.</li>
<li>Clicking the print icon will open a new window displaying your Certificate of Completion.</li>
<li>You may download, save, or print your certificate for your records.</li>
</ol>
<p>Need assistance? Please <a href="#assistance" title="#assistance">contact us</a> using the above form.</p>
<hr>
<h3 id="education5">How Do I View/Print My Continuing Education (CE) Credits?</h3>
<p> CCIM candidates and Designees can once again access and print their own CE certificates through their CCIM My Account. To obtain CE credit, <b>prior to the start of your course</b>, you must:</p>
<p>To obtain CE credit, you must have:</p>
<ol>
<li>Complete your CCIM profile with your CE license information under the Professional Licenses tab in My Account. You must enter the license type, number, state, and expiration date.</li>
<li>Purchase CE credit for each course that needs CE credit during course registration.</li>
<li>Pass the course with the qualifying score. </li>
</ol>
<p>If the above is complete, CE certificates can be accessed by clicking on the CE Credits tab in your My Account portal. <br><br>Please note that If you're unclear whether this course qualifies for CE in your state,
please review
our <u><a href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ccim.com%2Feducation%2Fcontinuing-education%2F&data=04%7C01%7Ckdanaher%40ccim.com%7Ce8fc86b51f0943bf10b808d920987f80%7C2c7517c96a8d461f95087f92afe47858%7C1%7C0%7C637576661607925978%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=aIzYnmES9BXWFj8BSbUc0YWwehnnoLV26lykJSURSSc%3D&reserved=0" title="https://nam11.safelinks.protection.outlook.com/?url=https%3a%2f%2fwww.ccim.com%2feducation%2fcontinuing-education%2f&data=04%7c01%7ckdanaher%40ccim.com%7ce8fc86b51f0943bf10b808d920987f80%7c2c7517c96a8d461f95087f92afe47858%7c1%7c0%7c637576661607925978%7cun" target="_blank">CE page</a></u> <i>and </i>verify
this approval with your state’s real estate commission. <br><br>CE Certificates are still not available in My Account for courses/CE credits purchased prior to this update being implemented. If you need to purchase CE
credit for a course you’ve already registered for or obtain a CE certificate for a course completed prior to this week (July 19, 2021), please contact the Solution Center at +1 (312) 321-4460 x2 or
<a href="mailto:help@ccim.com" target="_blank">help@ccim.com</a>. </p>
<p>Please visit the
<a href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ccim.com%2Feducation%2Fcontinuing-education%2F&data=04%7C01%7Cahanba%40ccim.com%7C815ae50ff0d04d8d8d6108d94bc0d39f%7C2c7517c96a8d461f95087f92afe47858%7C1%7C0%7C637624113824267722%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=%2FPoi3SwbfiekVlE3Lu%2F%2F6djSZe%2FHFYg%2FT4aPqdKOj3k%3D&reserved=0" target="_blank">Continuing Education</a> page
for more information on the program. In addition, you'll find <a href="https://youtu.be/ZwKD7ely7zo" target="_blank">this video</a> and additional tutorial videos in key sections throughout the
<a href="https://nam11.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.ccim.com%2Fhelp%2F&data=04%7C01%7Cahanba%40ccim.com%7Cc0d8d684ebf34b56329908d931abdd14%7C2c7517c96a8d461f95087f92afe47858%7C1%7C0%7C637595436474369181%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=u3cerIkFVNseeS4vI9XaS1dcZEUueJ1BjnhQLMPWKkU%3D&reserved=0" target="_blank">CCIM Help Center</a>.
</p>
<hr>
<h3 id="education6">How Do I Update My CE Licenses?</h3>
<p>
<i>CE Licenses includes any professional licenses that you maintain. CCIM Institute can use this information to expedite CE credit processing.</i>
</p>
<img style="max-width: 100%;" src="/uploadedImages/Content/about-ccim/CE-Licenses.png?targetTypeId=Desktop" alt="MyAccount-FAQ-CE-Licenses">
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “CE Licenses.”</li>
<li>To edit any current CE License information, select the field you want to edit and then either type in your edits or use the icons at the right side of each field to scroll through the options.</li>
<li>To add a new CE License, click “Add Row.”</li>
<li>Once you are finished, click “Save.”</li>
</ol>
<p>
<i>More information coming soon.</i>
</p>
<h2 id="member">Membership</h2>
<h3 id="member2">How Do I Renew My Membership?</h3>
<p>
<i>Before following the steps below, <a href="https://fontevacustomer-1638354c123-16418e0cd08.force.com/CCIMCommunity/s/login/?startURL=%2FCCIMCommunity" target="_blank">log in to your My Account Portal</a>. You can also get to your My Account Portal by logging in to ccim.com and clicking "My Account."</i>
</p>
<iframe width="560" height="315" src="https://www.youtube.com/embed/75yV03pdh1k" title="YouTube video player" frameborder="0"
allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"></iframe>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “ <a href="https://fontevacustomer-1638354c123-16418e0cd08.force.com/CCIMCommunity/s/#/profile/subscriptions" target="_blank">Memberships</a>.” If your
membership has expired and the grace period has passed, click "View Inactive Memberships."</li>
<li>Click “Renew” next to the membership you would like to renew. If you are selecting an expired membership, select the one with the most recent term year. Most members should start with their global/national designee or
candidate membership, <b>not their local chapter membership</b>, which can be added later.</li>
<li>Select your renewal plan. Most members should proceed with the default 1 Year Calendar option. Otherwise, select your plan.</li>
<li>Click “Renew.”</li>
<li>Renew or add local chapter memberships. Under “Chapter Memberships,” click “Add Item.” This step is required for new or renewing chapter members this year. If you’re a renewing member and your chapter does not appear, you
will receive a separate invoice directly from that chapter soon.</li>
<li>If applicable, select your chapter from the list and click “Add Item.”</li>
<li>To add a donation to the CCIM Foundation, click on the “CCIM Foundation Donation” box.</li>
<li>Once you’ve selected all your additional items, click “Add to Cart.” If you don’t have additional items to purchase, click the shopping cart in the upper right corner of the screen.</li>
<li>Review your order. Your global/national membership, as well as any chapter membership(s) or CCIM Foundation donations you’ve selected, should appear in your cart.</li>
<li>If everything looks correct, click “Checkout” and proceed with the checkout process.</li>
</ol>
<a href="https://fontevacustomer-1638354c123-16418e0cd08.force.com/CCIMCommunity/s/login/?startURL=%2FCCIMCommunity" class="btn btn-primary btn-lg" target="_blank">Renew Now</a>
<br>
<hr>
<h3 id="member3">How Do I Update My Membership to Automatically Renew?</h3>
<img style="max-width: 100%;" src="/uploadedImages/Content/about-ccim/Auto-Renew.png?targetTypeId=Desktop" alt="MyAccount-FAQ-AutoRenew">
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “ <a href="https://fontevacustomer-1638354c123-16418e0cd08.force.com/CCIMCommunity/s/#/profile/subscriptions" target="_blank">Memberships</a>.”</li>
<li>Click “Manage” next to the membership you would like to automatically renew.</li>
<li>Click “Enable Auto Renew.”</li>
<li>Click “Enable” on the pop-up box to activate the auto renewal setting.</li>
<li>Auto renew will be shown as Enabled.</li>
</ol>
<p>
<i>Auto renewal payments will be processed on December 31 annually.</i>
</p>
<hr>
<h3 id="member4_1">How Do I Check My Membership Status?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/embed?sc=crVIFhPMSH&v=6&ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<ol>
<li>Click on the “Memberships” tab within your My Account Portal.</li>
<li>Under “Active,” the page will display your currently active memberships or lapsed memberships that are still within our grace period. If you purchased a chapter membership with your global/national membership, it will be
displayed below as a separate section.</li>
<li>Check the term start and end dates to see when this year’s membership went into effect and when it will expire.</li>
<li>If your membership has expired and the grace period has passed, click on the option to “View Inactive Memberships.” This will display any previous memberships you have had and when they were active.</li>
</ol>
<hr>
<h3 id="member1">How Do I Update My Membership Information?</h3>
<p>
<i>Membership information includes designee, candidate, and chapter membership details.</i>
</p>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click “ <a href="https://fontevacustomer-1638354c123-16418e0cd08.force.com/CCIMCommunity/s/#/profile/subscriptions" target="_blank">Memberships</a>.”</li>
<li>All active memberships will appear. Click “Manage” next to the membership you would like to update.</li>
<li>You can Renew Your Membership, Update Your Payment Method, or Enable Auto Renew.</li>
</ol>
<hr>
<h3 id="member4">How Do I Purchase a CCIM Institute Membership?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/crnbFlSmTi?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<p>Visit CCIM.com and select "Becoming a CCIM" on the main menu. Then select "Get Started."</p>
<hr>
<h3 id="member4-5">How Do I Purchase a Chapter Membership?</h3>
<iframe width="560" height="315" src="https://www.youtube.com/embed/J3L8hkb4Qqo" title="YouTube video player" frameborder="0"
allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"></iframe>
<p>Sign in on CCIM.com and click on "My Account." Then select "Store."</p>
<hr>
<h3 id="member5">How Do I Track My CCIM Designation Progress? </h3>
<ol>
<li>Within your My Account Portal, from the top menu, click “Program Tracker.”</li>
<li>Click on the arrow icon to expand the page.</li>
<li>It will display which courses you've completed, and you can view and register for the other requirements.</li>
</ol>
<hr>
<h3 id="member6">How Do I Access Members Only?</h3>
<ol>
<li>First, you must log in to the new My Account Portal to confirm your username email and select a new password for all accounts, including CCIM.com's Members Only section.</li>
<li>Visit CCIM.com and select Members Only.</li>
<li>Log in using your username email and new password.</li>
</ol>
<h2 id="payment">Payment and Invoices</h2>
<h3 id="payment1">How Do I View or Update My Payment Methods?</h3>
<p>
<i>The new My Account Portal allows you to save a payment method for renewal or auto-renewal of your membership and to conveniently purchase courses or any items in the CCIM Institute store.</i>
</p>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/crew3wVVKrf?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click on “Payment Methods.”</li>
<li>Click on the edit or trash icon to edit or remove a current payment method. Click “New Credit Card” to add a new payment method.</li>
<li>If you are adding a new credit card, type in your new credit card information after clicking on “New Credit Card.”</li>
<li>Once you are finished, click “Save.”</li>
</ol>
<hr>
<h3 id="payment2">How Do I View My Invoices?</h3>
<img style="width: 100%; max-width: 714px;" src="/uploadedImages/Content/about-ccim/Invoice.png?targetTypeId=Desktop" alt="MyAccount-FAQ-Invoice">
<p>For invoices dated after July 1, 2020:</p>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click on “Invoices.”</li>
<li>Any balances and corresponding invoices will appear. Click “Pay Now” to pay any balances.</li>
<li>To view an invoice, click on the box to the left of the invoice number and then click on the preview icon.</li>
<li>To download an invoice, click on the box to the left of the invoice number and then click on the download icon.</li>
<li>To view all orders, click on “All Orders.” On this screen, you can view/search for past orders using specific date ranges. You can also pay multiple invoices at once by clicking on the boxes next to the desired invoices and
click the “Pay” button.</li>
</ol>
<p>To request an invoice that is dated prior to July 1, 2020, please contact the CCIM Institute Solution Center at +1 (312) 321-4460.</p>
<hr>
<h3 id="payment3">How Do I View My Payment History and Receipts?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/embed?sc=crVibcPZRJ&v=6&ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<ol>
<li>Within your My Account Portal, on the left side of the screen, click on “Invoices.”</li>
<li>Click “All Orders” and adjust the date range as needed.</li>
<li>Your payment history will be listed. To view, download, or print a receipt or sales order, click the arrow to the right.</li>
<li>Once clicked, your receipt or sales order will appear. Use the buttons on the menu bar to download or print.</li>
</ol>
<p>To request information about your payment history prior to July 1, 2020, please <a href="#assistance">contact us</a>.</p>
<hr>
<h3 id="payment4">How Do I Donate to the CCIM Foundation?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/player/crebqVVcMPL?ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<ol>
<li>Within your My Account Portal, from the top menu, click “Foundation Donation.”</li>
<li>Fill in your donation information. Then click “Donate.”</li>
</ol>
<h2 id="conf">CCIM Global Conference</h2>
<h3 id="conf1">How Do I Access the CCIM Global Conference?</h3>
<p>All those who attended the live event can log in to the virtual conference platform to view session recordings. Additionally, any CCIM Institute member can create an account on the conference platform using a members-only
access code:</p>
<ol>
<li>Go to <a href="/members-only">ccim.com/members-only</a>.</li>
<li>Click the "CCIM Global Conference" card, and copy the access code.</li>
<li>Open the CCIM Global Conference <a href="https://ccimconference.pathable.co/" target="_blank">virtual event platform</a> and select "Sign In".</li>
<li>Select "Create New Account".</li>
<li>Fill in your name, enter an email address, and create a password.</li>
<li>Enter the members-only access code.</li>
<li>Click "Sign Up" and confirm your information is accurate on the following page.</li>
<li>Select "Continue to App" to access the virtual event platform.</li>
</ol>
<hr>
<h3 id="conf2">How Do I View Recordings of the Sessions or Download Slide Decks? </h3>
<p>All session recordings are available to registered attendees and CCIM Institute members through the <a href="https://ccimconference.pathable.co/" target="_blank">virtual event platform</a>. To locate a specific session
recording click on the relevant session in the agenda. Also, on the session page the slide deck and all related materials are available for download under the "Files" tab. </p>
<hr>
<h3 id="conf2_1">How Long Do I Have Access to the Session Recordings? </h3>
<p>All session recordings will be available to view on the virtual event platform through February 2021. </p>
<hr>
<h3 id="conf3">I’ve Accessed the Conference Before, But Now I Can’t Log In.</h3>
<p>Please be aware that the login credentials used to access the virtual conference platform are different from those used on other CCIM Institute online platforms. If you can’t remember your password, you can use the link below
to recover your account. If you attended the live event, you should use the primary email address associated with your CCIM Institute account at the time of registration.</p>
<a href="https://ccimconference.pathable.co/recover-password" class="btn btn-primary" target="_blank">Recover Account</a>
<p>
<br>Need further assistance? Contact <a href="mailto:meetings@ccim.com">meetings@ccim.com</a>.
</p>
<h2 id="stdb">Site To Do Business</h2>
<h3 id="stdb1">How Do I Access Site To Do Business?</h3>
<p>Please visit <a href="https://www.stdb.com/" title="Site To Do Business">Site To Do Business</a> and follow the login instructions for CCIM Institute members. If you continue to experience challenges or if this is your first
time logging in with your new credentials since July 1, follow the <a href="#login">Logging In</a> instructions above. </p>
<h2 id="findaccim">Find a CCIM and Member Directory</h2>
<h3 id="findaccim1">How Do I Search Find a CCIM and Member Directory?</h3>
<p class="notice" style="margin-top: 2rem;">
<i>Note: Until members update their profiles completely, search results may be limited. Additionally, we appreciate your patience as we work on additional enhancements and technical fixes for Find a CCIM.</i>
</p>
<img style="max-width: 100%;" src="/uploadedImages/Content/about-ccim/find-a-ccim-both.png" alt="Find a CCIM Search Options">
<ol>
<li>Within your My Account Portal, from the top menu, click “Find a CCIM” for the publicly-accessible directory of CCIM designees. “Find a CCIM (Members Only)” will display a directory of both CCIM designees and CCIM Institute
candidates only viewable to active members. The public directory is also available at <a href="http://findaccim.com/">www.findaccim.com</a>.</li>
<li>To search for an individual by name, company, state, or postal code, use the search bar on the top right.</li>
<li>On the left side, you can filter results by occupations, property types, specializations, and professional designations. </li>
<li>To clear all filter options, select “Reset All” above the occupations filters.</li>
<li>Underneath the search bar are options to sort results by name and company, as well as different view options.</li>
</ol>
<hr>
<h3 id="findaccim2">How Do I Update My Find a CCIM Profile and Headshot?</h3>
<iframe width="100%" height="100%" frameborder="0" scrolling="no" src="https://screencast-o-matic.com/embed?sc=cYi30BEZ5z&v=6&ff=1&title=0&controls=1" allowfullscreen="true"
style="max-width: 650px; min-height: 300px; max-height: 300px; margin: 2rem 0px 1rem;"></iframe>
<p>
<i>Members must choose which personal and professional information they want to share on Find a CCIM. Please use the steps below to update your profile accordingly.</i>
</p>
<ol>
<li>Within your My Account Portal, from the top menu, click “Find a CCIM.”</li>
<li>Select your listing and click on the edit (pencil) button in the top right.</li>
<li>In the Edit Listing Profile window, you can update your headshot, business phone, website, and more. You will need to update your photo and information on both the public Find a CCIM directory and the private member
directory. We recommend sizing your Find a CCIM photo at 350 by 350 pixels. For your other account photo, we recommend 125 by 125 pixels.</li>
<li>To select which address you'd like to display on Find a CCIM, go back to the Contact Info (see instructions above on <a href="#profile1">how to update Contact Info</a>) tab in your account, and click "Preferred Directory
Address."</li>
<li>To update your Specializations/Property Types/Market Areas, follow the instructions to <a href="#profile2">update that information</a> in your account. </li>
</ol>
<hr>
<h3 id="findaccim3">Why Do I Need to Update My Profile Data and Headshot in Two Places for Find a CCIM?</h3>
<p>While the new My Account system offers many new benefits, it also includes a few limitations that require additional steps for Find a CCIM profile updates. Management of headshot files is one of those.</p>
<hr>
<h3 id="findaccim4">Why Isn’t My Find a CCIM Information Appearing Correctly After I Update My Profile?</h3>
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FAQS TABLE OF CONTENTS
KNOWN ISSUES
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* How Do I Optimize the Find a CCIM Search by Using Nicknames?
* How Do I Access My Course Grades and Course Certificates of Completion?
* How Do I Access Site To Do Business?
LOGGING IN
* How Do I Access My CCIM Institute Account?
* Why Am I Able to Access Some Pages but Not Others?
* How Do I Reset My Password?
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UPDATING MY PROFILE
* Why Do I Need to Input Data That Was in My Old Account?
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* Why Isn’t My Find a CCIM Information Appearing Correctly After I Update My
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EDUCATION AND CE
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CCIM GLOBAL CONFERENCE
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CCIM INSTITUTE STORE
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The same login credentials can then be used to access the institute's online
platforms.
HOW DO I ACCESS MY CCIM INSTITUTE ACCOUNT?
If this is your first time logging in since July 1, you will first need to
validate your account. Emails you may have previously received from
implementations@fonteva.com to activate your account have now expired. Please
complete the “Need Further Assistance?” form above, select “Log in," and a
representative from our Solution Center will reach out to you.
If you have already validated your account and are now experiencing login
errors, please check to see if you are able to access other CCIM Institute
platforms. If you are not, we recommend following the instructions on resetting
your password.
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WHY AM I ABLE TO ACCESS SOME PAGES BUT NOT OTHERS?
If you have already validated your account and are able to log into some CCIM
Institute platforms but not others, this could be the result of faulty
permissions settings. Please complete the “Need Further Assistance?” form above,
select “Log in," and note the platform you are unable to access in the comments
section. A representative from our Solution Center will reach out to you to
resolve the issue.
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HOW DO I RESET MY PASSWORD?
Use the primary email address associated with your account as your username (you
might have updated or confirmed this username email recently) and reset your
password. Upon successful login, please save your username email and password.
If you do not receive a password reset email, we may need to validate your
account. In that case, please complete the “Need Further Assistance?” form above
for the fastest response and to avoid phone tag loops.
Reset My Password
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HOW DO I UPDATE MY USERNAME EMAIL FOR MY ACCOUNT?
To update your username email, please complete the “Need Further Assistance?”
form and select “Change my username." A representative from our Solution Center
will reach out to you to assist.
When setting up a new username email with our Solution Center, we recommend
choosing a personal, instead of business, email address to ensure continued
access to your account in the future.
UPDATING MY PROFILE
WHY DO I NEED TO INPUT DATA THAT WAS IN MY OLD ACCOUNT?
We know that you may have been asked to input information that you previously
entered in the old My Account system. CCIM Institute has a legal and moral
obligation to protect member privacy. As members can choose what information to
disclose and whether or not they appear in the Find a CCIM directory, we are
requiring a one-time validation of your new My Account information. Correct data
will allow you to be found more easily in the Find a CCIM database.
For further information on updating your profile, please follow the instructions
below.
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WHY DO I NEED TO UPDATE MY PROFILE DATA AND HEADSHOT IN TWO PLACES FOR FIND A
CCIM?
Please see the instructions below.
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WHY ISN’T MY FIND A CCIM INFORMATION APPEARING CORRECTLY AFTER I UPDATE MY
PROFILE?
Please see the instructions below.
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HOW DO I UPDATE MY PRIMARY AND CONTACT INFORMATION?
Your primary and contact info is essential for billing and shipping purposes, as
well as displaying professional listings in the Find a CCIM directory. In the
new My Account Portal, CCIM Institute Candidates are included in the
members-only Find a CCIM directory.
PRIMARY INFORMATION
Primary information includes your name, company, title, and demographic.
1. Within your My Account Portal, on the left side of the screen, click
“Primary Info.”
2. Under My Info, Click “Change.”
3. Type in any of your primary information updates, then scroll to the bottom
of the page and click “Save.”
CONTACT INFORMATION
Contact information includes your address, email, and phone number.
1. Within your My Account Portal, on the left side of the screen, click
“Contact Info.”
2. Under Contact Info, Click “Change.”
3. Type in any of your contact information updates, then scroll to the bottom
of the page and click “Save.”
4. Please note: Input country first, then the rest of your address. You must
also spell out the state name. If your address contains a suite or apartment
number, please press enter to put it on a new line.
5. There are also multiple fields to set up your preferred contact information
for different uses. Please be sure to make a selection for each of the
following:
* Preferred Shipping Address: This is where you’ll receive Commercial
Investment Real Estate magazine and other mail from CCIM Institute.
* Preferred Billing Address: This should match your credit card information.
* Preferred Directory Address: This will be used as your location in Find A
CCIM and members-only directories.
* Email for Member Directory: This is where you’ll receive messages through
Find A CCIM and members-only directories.
* Preferred Email Type: This is where you’ll receive course confirmations,
receipts, and other communications from CCIM Institute.
* Preferred Phone Type: This number will be used if the institute’s staff
needs to reach out to you via phone.
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HOW DO I UPDATE MY SPECIALIZATIONS/PROPERTY TYPES/MARKET AREAS INFORMATION?
Specializations/Property Types/Market Areas allow potential employers and
clients to find you based on your professional focus and allows CCIM Institute
to provide you with more relevant resources.
1. Within your My Account Portal, on the left side of the screen, click
“Specializations/Property Types/Market Areas.”
2. Under Specializations, click “Change.”
3. Update any of your specializations/property type/market area information.
4. Once you are finished, scroll to the bottom of the page and click “Save.”
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HOW DO I UPDATE MY EDUCATION INFORMATION?
Education Information includes details on college degrees and/or other non-CCIM
education you've completed.
1. Within your My Account Portal, on the left side of the screen, click
“Education Information.”
2. Under Education, click “Change.”
3. Update your Education information.
4. Once you are finished, scroll to the bottom of the page and click “Save.”
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HOW DO I VIEW MY BADGE INFORMATION?
Badges detail the different groups you belong to within CCIM Institute's
community, as well as any volunteer positions you hold. They also display your
membership information and educational programs you may be enrolled in.
Within your My Account Portal, on the left side of the screen, click on
“Badges.” Once clicked, your badge information will appear.
EDUCATION AND CE
HOW DO I PURCHASE A CCIM INSTITUTE COURSE?
Visit CCIM.com and select Education on the main menu. Then select Upcoming
Courses. To register, you will first need to log in or create an account. If you
don’t have a CCIM Institute account, select “Create Account” on the main menu
before proceeding with your registration.
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HOW DO I LAUNCH A CCIM INSTITUTE COURSE?
First, you must log in to the new My Account Portal to confirm your username
email and select a new password for all accounts, including CCIM Institute
eCampus.
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HOW DO I REQUEST A COURSE CANCELLATION, TRANSFER, OR RETAKE?
Please follow the instructions below to cancel your course registration.
1. Login and select the course in Courses and Events.
2. While on the course page, you will be able to cancel your registration. The
option will only appear if you are logged into the system.
To request a course cancellation, transfer or retake, please email
courseinfo@ccim.com or fill out the “Need Further Assistance?” above.
More information coming soon.
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HOW DO I ACCESS MY COURSE GRADES AND COURSE CERTIFICATES OF COMPLETION?
1. Within your My Account Portal, go to your profile.
2. On the left side of the screen, click "Grades".
3. This page will display all the events that you have registered for
(including conferences and governance meetings.)
4. To print the Certificate of Completion, you will need to have successfully
completed the course with a passing grade of 70% or above and met the
attendance requirements.
5. Upon successful completion, you will be able to print your Certificate of
Completion by clicking the print icon.
6. Clicking the print icon will open a new window displaying your Certificate
of Completion.
7. You may download, save, or print your certificate for your records.
Need assistance? Please contact us using the above form.
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HOW DO I VIEW/PRINT MY CONTINUING EDUCATION (CE) CREDITS?
CCIM candidates and Designees can once again access and print their own CE
certificates through their CCIM My Account. To obtain CE credit, prior to the
start of your course, you must:
To obtain CE credit, you must have:
1. Complete your CCIM profile with your CE license information under the
Professional Licenses tab in My Account. You must enter the license type,
number, state, and expiration date.
2. Purchase CE credit for each course that needs CE credit during course
registration.
3. Pass the course with the qualifying score.
If the above is complete, CE certificates can be accessed by clicking on the CE
Credits tab in your My Account portal.
Please note that If you're unclear whether this course qualifies for CE in your
state, please review our CE page and verify this approval with your state’s real
estate commission.
CE Certificates are still not available in My Account for courses/CE credits
purchased prior to this update being implemented. If you need to purchase CE
credit for a course you’ve already registered for or obtain a CE certificate for
a course completed prior to this week (July 19, 2021), please contact the
Solution Center at +1 (312) 321-4460 x2 or help@ccim.com.
Please visit the Continuing Education page for more information on the program.
In addition, you'll find this video and additional tutorial videos in key
sections throughout the CCIM Help Center.
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HOW DO I UPDATE MY CE LICENSES?
CE Licenses includes any professional licenses that you maintain. CCIM Institute
can use this information to expedite CE credit processing.
1. Within your My Account Portal, on the left side of the screen, click “CE
Licenses.”
2. To edit any current CE License information, select the field you want to
edit and then either type in your edits or use the icons at the right side
of each field to scroll through the options.
3. To add a new CE License, click “Add Row.”
4. Once you are finished, click “Save.”
More information coming soon.
MEMBERSHIP
HOW DO I RENEW MY MEMBERSHIP?
Before following the steps below, log in to your My Account Portal. You can also
get to your My Account Portal by logging in to ccim.com and clicking "My
Account."
1. Within your My Account Portal, on the left side of the screen, click “
Memberships.” If your membership has expired and the grace period has
passed, click "View Inactive Memberships."
2. Click “Renew” next to the membership you would like to renew. If you are
selecting an expired membership, select the one with the most recent term
year. Most members should start with their global/national designee or
candidate membership, not their local chapter membership, which can be
added later.
3. Select your renewal plan. Most members should proceed with the default 1
Year Calendar option. Otherwise, select your plan.
4. Click “Renew.”
5. Renew or add local chapter memberships. Under “Chapter Memberships,” click
“Add Item.” This step is required for new or renewing chapter members this
year. If you’re a renewing member and your chapter does not appear, you
will receive a separate invoice directly from that chapter soon.
6. If applicable, select your chapter from the list and click “Add Item.”
7. To add a donation to the CCIM Foundation, click on the “CCIM Foundation
Donation” box.
8. Once you’ve selected all your additional items, click “Add to Cart.” If you
don’t have additional items to purchase, click the shopping cart in the
upper right corner of the screen.
9. Review your order. Your global/national membership, as well as any chapter
membership(s) or CCIM Foundation donations you’ve selected, should appear
in your cart.
10. If everything looks correct, click “Checkout” and proceed with the checkout
process.
Renew Now
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HOW DO I UPDATE MY MEMBERSHIP TO AUTOMATICALLY RENEW?
1. Within your My Account Portal, on the left side of the screen, click “
Memberships.”
2. Click “Manage” next to the membership you would like to automatically renew.
3. Click “Enable Auto Renew.”
4. Click “Enable” on the pop-up box to activate the auto renewal setting.
5. Auto renew will be shown as Enabled.
Auto renewal payments will be processed on December 31 annually.
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HOW DO I CHECK MY MEMBERSHIP STATUS?
1. Click on the “Memberships” tab within your My Account Portal.
2. Under “Active,” the page will display your currently active memberships or
lapsed memberships that are still within our grace period. If you purchased
a chapter membership with your global/national membership, it will be
displayed below as a separate section.
3. Check the term start and end dates to see when this year’s membership went
into effect and when it will expire.
4. If your membership has expired and the grace period has passed, click on the
option to “View Inactive Memberships.” This will display any previous
memberships you have had and when they were active.
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HOW DO I UPDATE MY MEMBERSHIP INFORMATION?
Membership information includes designee, candidate, and chapter membership
details.
1. Within your My Account Portal, on the left side of the screen, click “
Memberships.”
2. All active memberships will appear. Click “Manage” next to the membership
you would like to update.
3. You can Renew Your Membership, Update Your Payment Method, or Enable Auto
Renew.
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HOW DO I PURCHASE A CCIM INSTITUTE MEMBERSHIP?
Visit CCIM.com and select "Becoming a CCIM" on the main menu. Then select "Get
Started."
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HOW DO I PURCHASE A CHAPTER MEMBERSHIP?
Sign in on CCIM.com and click on "My Account." Then select "Store."
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HOW DO I TRACK MY CCIM DESIGNATION PROGRESS?
1. Within your My Account Portal, from the top menu, click “Program Tracker.”
2. Click on the arrow icon to expand the page.
3. It will display which courses you've completed, and you can view and
register for the other requirements.
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HOW DO I ACCESS MEMBERS ONLY?
1. First, you must log in to the new My Account Portal to confirm your username
email and select a new password for all accounts, including CCIM.com's
Members Only section.
2. Visit CCIM.com and select Members Only.
3. Log in using your username email and new password.
PAYMENT AND INVOICES
HOW DO I VIEW OR UPDATE MY PAYMENT METHODS?
The new My Account Portal allows you to save a payment method for renewal or
auto-renewal of your membership and to conveniently purchase courses or any
items in the CCIM Institute store.
1. Within your My Account Portal, on the left side of the screen, click on
“Payment Methods.”
2. Click on the edit or trash icon to edit or remove a current payment method.
Click “New Credit Card” to add a new payment method.
3. If you are adding a new credit card, type in your new credit card
information after clicking on “New Credit Card.”
4. Once you are finished, click “Save.”
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HOW DO I VIEW MY INVOICES?
For invoices dated after July 1, 2020:
1. Within your My Account Portal, on the left side of the screen, click on
“Invoices.”
2. Any balances and corresponding invoices will appear. Click “Pay Now” to pay
any balances.
3. To view an invoice, click on the box to the left of the invoice number and
then click on the preview icon.
4. To download an invoice, click on the box to the left of the invoice number
and then click on the download icon.
5. To view all orders, click on “All Orders.” On this screen, you can
view/search for past orders using specific date ranges. You can also pay
multiple invoices at once by clicking on the boxes next to the desired
invoices and click the “Pay” button.
To request an invoice that is dated prior to July 1, 2020, please contact the
CCIM Institute Solution Center at +1 (312) 321-4460.
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HOW DO I VIEW MY PAYMENT HISTORY AND RECEIPTS?
1. Within your My Account Portal, on the left side of the screen, click on
“Invoices.”
2. Click “All Orders” and adjust the date range as needed.
3. Your payment history will be listed. To view, download, or print a receipt
or sales order, click the arrow to the right.
4. Once clicked, your receipt or sales order will appear. Use the buttons on
the menu bar to download or print.
To request information about your payment history prior to July 1, 2020, please
contact us.
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HOW DO I DONATE TO THE CCIM FOUNDATION?
1. Within your My Account Portal, from the top menu, click “Foundation
Donation.”
2. Fill in your donation information. Then click “Donate.”
CCIM GLOBAL CONFERENCE
HOW DO I ACCESS THE CCIM GLOBAL CONFERENCE?
All those who attended the live event can log in to the virtual conference
platform to view session recordings. Additionally, any CCIM Institute member can
create an account on the conference platform using a members-only access code:
1. Go to ccim.com/members-only.
2. Click the "CCIM Global Conference" card, and copy the access code.
3. Open the CCIM Global Conference virtual event platform and select "Sign In".
4. Select "Create New Account".
5. Fill in your name, enter an email address, and create a password.
6. Enter the members-only access code.
7. Click "Sign Up" and confirm your information is accurate on the following
page.
8. Select "Continue to App" to access the virtual event platform.
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HOW DO I VIEW RECORDINGS OF THE SESSIONS OR DOWNLOAD SLIDE DECKS?
All session recordings are available to registered attendees and CCIM Institute
members through the virtual event platform. To locate a specific session
recording click on the relevant session in the agenda. Also, on the session page
the slide deck and all related materials are available for download under the
"Files" tab.
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HOW LONG DO I HAVE ACCESS TO THE SESSION RECORDINGS?
All session recordings will be available to view on the virtual event platform
through February 2021.
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I’VE ACCESSED THE CONFERENCE BEFORE, BUT NOW I CAN’T LOG IN.
Please be aware that the login credentials used to access the virtual conference
platform are different from those used on other CCIM Institute online platforms.
If you can’t remember your password, you can use the link below to recover your
account. If you attended the live event, you should use the primary email
address associated with your CCIM Institute account at the time of registration.
Recover Account
Need further assistance? Contact meetings@ccim.com.
SITE TO DO BUSINESS
HOW DO I ACCESS SITE TO DO BUSINESS?
Please visit Site To Do Business and follow the login instructions for CCIM
Institute members. If you continue to experience challenges or if this is your
first time logging in with your new credentials since July 1, follow the Logging
In instructions above.
FIND A CCIM AND MEMBER DIRECTORY
HOW DO I SEARCH FIND A CCIM AND MEMBER DIRECTORY?
Note: Until members update their profiles completely, search results may be
limited. Additionally, we appreciate your patience as we work on additional
enhancements and technical fixes for Find a CCIM.
1. Within your My Account Portal, from the top menu, click “Find a CCIM” for
the publicly-accessible directory of CCIM designees. “Find a CCIM (Members
Only)” will display a directory of both CCIM designees and CCIM Institute
candidates only viewable to active members. The public directory is also
available at www.findaccim.com.
2. To search for an individual by name, company, state, or postal code, use the
search bar on the top right.
3. On the left side, you can filter results by occupations, property types,
specializations, and professional designations.
4. To clear all filter options, select “Reset All” above the occupations
filters.
5. Underneath the search bar are options to sort results by name and company,
as well as different view options.
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HOW DO I UPDATE MY FIND A CCIM PROFILE AND HEADSHOT?
Members must choose which personal and professional information they want to
share on Find a CCIM. Please use the steps below to update your profile
accordingly.
1. Within your My Account Portal, from the top menu, click “Find a CCIM.”
2. Select your listing and click on the edit (pencil) button in the top right.
3. In the Edit Listing Profile window, you can update your headshot, business
phone, website, and more. You will need to update your photo and information
on both the public Find a CCIM directory and the private member directory.
We recommend sizing your Find a CCIM photo at 350 by 350 pixels. For your
other account photo, we recommend 125 by 125 pixels.
4. To select which address you'd like to display on Find a CCIM, go back to the
Contact Info (see instructions above on how to update Contact Info) tab in
your account, and click "Preferred Directory Address."
5. To update your Specializations/Property Types/Market Areas, follow the
instructions to update that information in your account.
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WHY DO I NEED TO UPDATE MY PROFILE DATA AND HEADSHOT IN TWO PLACES FOR FIND A
CCIM?
While the new My Account system offers many new benefits, it also includes a few
limitations that require additional steps for Find a CCIM profile updates.
Management of headshot files is one of those.
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WHY ISN’T MY FIND A CCIM INFORMATION APPEARING CORRECTLY AFTER I UPDATE MY
PROFILE?
If you’ve already successfully updated your information via both My Account and
Find a CCIM and you’re still seeing errors, please contact us using the “Need
Further Assistance?” form above.
HOW DO I OPTIMIZE THE FIND A CCIM SEARCH BY USING NICKNAMES
1. Within your My Account Portal, on the left side of the screen, click
“Primary Info.”
2. Under My Info, Click “Change.”
3. Type in your nickname in the “Nickname” text box, then scroll to the bottom
of the page and click “Save.”
CCIM INSTITUTE STORE
HOW DO I ACCESS THE CCIM INSTITUTE STORE?
1. Within your My Account Portal, from the top menu, click “Store.”
2. You can browse through the store by clicking through the various categories
listed on the top and left sides of the page.
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HOW DO I PURCHASE A COMMERCIAL INVESTMENT REAL ESTATE MAGAZINE SUBSCRIPTION?
Visit CCIM.com and select Industry Resources on the main menu. Then select CIRE
Magazine and scroll down to and select “Subscribe to Commercial Investment Real
Estate.”
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HOW DO I PURCHASE A MEMBERSHIP?
See instructions above.
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HOW DO I PURCHASE A COURSE?
See instructions above.
If you are still experiencing issues after reviewing these solutions, please
contact the CCIM Institute Solution Center using the “Need Further Assistance?”
form above.
If you are still experiencing issues after reviewing these solutions, please
contact us for further assistance.
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LOGIN FOR CCIM INSTITUTE SITES IS CURRENTLY DOWN
You can access all of CCIM.com and the course catalog, but you will be unable to
make online purchases or change account settings. In the meantime, please call
us at the numbers below.
MEMBERSHIP PAYMENTS AND ACCOUNT UPDATES
(312) 321-4460, option 5
COURSE REGISTRATION
(312) 321-4460, option 2
Thank you for your patience as we work to resolve this issue.
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