General Portfolio Information

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.

Timeline

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.

Portfolio Submission

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

What Graders Look For in Portfolios

Graders are CCIM Designees, proud to wear their pin, who have gone through the rigorous process of preparing a Portfolio. The graders look for a presentation that reflects the quality of work expected from a CCIM Designee.

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.

If the graders determine that your portfolio does not adequately document your involvement in a transaction, they may request additional information. Typically, they’ll ask for a 3 to 5 page narrative that describes your participation in the transaction and how you used your CCIM skills. They may also request additional documentation to verify the activity in which you were involved.

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 at designation@ccim.com or consult your local CCIM chapter for assistance.

Portfolio Workshops

For more answers and some "one on one" assistance, with the portfolio of qualifying experience, candidates are encouraged to attend a CCIM Portfolio Workshop. Please check with your local CCIM chapter or the CCIM Institute for dates and locations. Visit CCIM Chapter Websites

Volume Requirements

Each candidate must document personal involvement and consummation of no less than:

One or more qualifying activities totaling a minimum of $40 million. A 3 to 5 page narrative will be required along with examples of the use of CCIM skill sets (i.e. APOD, IRR, Cash Flow Analysis, Lease vs Own, etc)
Exactly 10 qualifying activities that must total $10 million or more; with examples of CCIM skill sets (i.e. APOD, IRR, Cash Flow Analysis, Lease vs Own, etc)
In the event you're not able to provide 10 qualifying activities that total $10 million or more, you must submit 30 qualifying activities without regard to total volume; with examples of CCIM skill sets (i.e. APOD, IRR, Cash Flow Analysis, Lease vs Own, etc)