CMI & CCIP Applicants

The Certification Process

The Certification Process

Pursuing the CMI/CCIP Professional Designation - a Mark of Distinction in Taxation

Upon completion of the CMI/CCIP eligibility requirements, you must submit an application for your respective discipline. When you submit your application, you will be given access to the study materials. The application will then be reviewed by the IPT staff, with final review/approval completed by the CMI/CCIP Committee. After review, you will be notified of your eligibility status. If you are deemed eligible to sit for the CMI/CCIP exams, you will receive additional correspondence on exam registration within 6-8 weeks of the upcoming exam date. After taking the CMI/CCIP exams, you will be notified of your results within one week. New designees will receive a CMI/CCIP certificate, a lapel pin and lanyard, as well as information on the continuing education needed to maintain the designation. Candidates who do not pass the exams will receive a standardized review of categories where further improvement is needed.

If you have questions or need additional information regarding the certification process, please contact Jake Lipps, IPT’s Certification Manager.

Property Tax

IPT offers the CMI Property Tax examinations three times annually – in February, June, and November. This two-day testing event includes a written exam on the first day, followed by an oral exam on the second day. Those who are interested must apply for CMI candidacy, meet all eligibility requirements, and register for the exams in accordance with the application & exam deadlines. For additional information on the CMI Property Tax examinations, please refer to the documents below.

CMI Property Tax Brochure
CMI Property Tax Eligibility Checklist
CMI Property Tax Application
CMI Property Tax Orientation Slideshow

Sales Tax

IPT offers the CMI Sales Tax examinations three times annually – in February, June, and September. This two-day testing event includes a written exam on the first day, followed by an oral exam on the second day. Interested individuals must apply for CMI candidacy, meet all eligibility requirements, and register for the exams in accordance with the application & exam deadlines. For additional information on the CMI Sales Tax examinations, please refer to the documents below.
CMI Sales Tax Brochure
CMI Sales Tax Eligibility Checklist
CMI Sales Tax Application
CMI Sales Tax Orientation Slideshow

State Income Tax

IPT offers the State Income Tax examinations at the IPT office in Atlanta, by appointment only. This two-day testing event includes a written exam on the first day, followed by an oral exam on the second day. After completing the application process and meeting the eligibility requirements, candidates must notify IPT of their intention to sit with at least 90 days’ notice. The exam dates will then be scheduled through coordination with the CMI State Income Tax Professional Designation Committee.
CMI State Income Tax Brochure
CMI State Income Tax Eligibility Checklist
CMI State Income Tax Application
CMI State Income Tax Orientation Slideshow

Certified Credits & Incentives Professional (CCIP)

IPT offers the CCIP examinations two times annually – in April and October. This two-day testing event includes a written exam on the first day, followed by an oral exam on the second day. Those who are interested must apply for CCIP candidacy, meet all eligibility requirements, and register for the exams in accordance with the application & exam deadlines. For additional information on the CCIP examinations, please refer to the documents below.
CCIP Brochure
CCIP Eligibility Checklist
CCIP Application
CCIP Orientation Slideshow
CMI & CCIP Exams

Dates and Deadlines

Check below for CMI and CCIP exam dates and application deadlines.

The Application Deadline is the final date that an IPT member can submit an application for CMI/CCIP candidacy, with the intention of the sitting at the subsequent exam. For example, if an IPT member intends to sit for the CMI exams in June 2024, they would need to submit an application by March 21, 2024. The application deadline is typically 90 days prior to the exam date – applications received after this date will NOT be reviewed in time for the subsequent exams.

The Eligibility Deadline is the date in which CMI/CCIP candidates need to have all eligibility requirements completed and verified. This is a hard deadline but exceptions will be made with regards to certain IPT schools and the subsequent exam dates that follow.

The Registration Deadline is the final date that an eligible CMI /CCIP candidate can register for the subsequent exam. For example, the registration deadline for the June 2024 exams is May 22, 2024. The registration deadline is a hard deadline and is typically 30 days prior to the exam date – exam registrations made after this deadline are not permitted.

 
Discipline Location Exam Dates Application Deadline Eligibility Deadline Registration Deadline
CMI Sales Tax San Diego, California June 22 - 23, 2024 March 21, 2024 May 9, 2024  May 22, 2024
CMI Property Tax San Diego, California June 22 - 23, 2024 March 21, 2024 May 9, 2024 May 22, 2024
CCIP San Diego, California June 22 - 23, 2024 March 21, 2024 May 9, 2024  May 22, 2024
CMI Sales Tax Grapevine, Texas September 21-22, 2024 June 21, 2024 August 9, 2024 August 22, 2024
CCIP Tucson, Arizona October 19-20, 2024 July 22, 2024 September 5, 2024 September 19, 2024
CMI Property Tax Tucson, Arizona November 9 - 10, 2024 August 8, 2024 September 25, 2024 October 10, 2024
Questions?

We've Got Answers

Who may apply for CMI or CCIP candidacy?
Any active Member of the Institute in good standing is eligible to apply for CMI or CCIP professional designation candidacy.
Can I test out of the IPT schools?
See the Competency Exam Policy for details on which schools may be eligible. If you successfully complete a competency exam to place out of a school, it will not be accepted in lieu of attendance for the school. It will only meet the prerequisite to attend the next school.
What IPT schools and programs will I be required to complete?
Click on the appropriate Eligibility Checklist above for detailed information regarding the requirements to become an eligible candidate, including the required IPT Schools and Programs.
What if my application is reviewed and I do not meet the eligibility requirements?
You may submit additional documentation to supplement your original application. In order to update your eligibility status, you must submit documentation to IPT as you subsequently attend IPT programs. IPT program attendance is NOT automatically linked to the CMI/CCIP applications.
If I need to attend one more program to meet the requirements, can I take the exam and then attend the program at the same time (i.e. take the exam in June & then attend the IPT Annual Conference to fulfill the education requirements)?
No, all requirements must be met 45 days prior to the exam. The only exception to this policy is if a candidate has met all requirements, including submission of an application, with the exception of successful completion of a required IPT School. For example, Sales Tax School II concludes 25 days prior to the June Exams. The candidate has applied, met all other eligibility requirements, and is registered to attend Sales Tax School II. They will be eligible to sit for the June exams, pending their successful completion of Sales Tax School II. If you have any questions on this policy, please contact the IPT office.

Please note, regardless of when IPT Schools are scheduled, you MUST submit a CMI/CCIP application 90 days prior to the exam date. See the Exam Dates & Application Deadlines for full details.
If I submit an application and miss the next examination opportunity, must I reapply and pay again?
No, you do not need to reapply. An IPT member’s CMI/CCIP candidacy period is active for three years, upon submission of the application fee. There is also a fee for each exam administration for which a candidate registers. However, if you do not successfully complete all requirements for the designation within the initial candidacy period, you must reapply and take both the written and oral portions of the CMI or CCIP examination. In addition, you must meet all the requirements in effect at the time of application.
IPT Calendar of Events

Related Training & Programs

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Jul
22
State Income Tax School
2024 IPT State Income Tax School
Atlanta, GA
July 22 - 25, 2024
Aug
5
Property Tax School
2024 IPT Personal Property Tax School
Atlanta, GA
August 5 - 9, 2024
Sep
9
Property Tax School
2024 Property Tax School
Grapevine, TX
September 9 - 12, 2024
Sep
22
Sales Tax Symposium
2024 IPT Sales Tax Symposium
Grapevine, TX
September 22 - 25, 2024
Sep
25
Value Added Tax Symposium
2024 IPT VAT Symposium
Grapevine, TX
September 25 - 26, 2024

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