CBRM Certification Maintenance Program
The CBRM® certification is good for three years in which practitioners are required to complete professional development goals to further develop skills in Business Relationship Management.
Find out more about the CBRM Certification maintenance requirements below.
CBRM Certification Maintenance Expectations
Consider printing as a To-Do checklist.
| Time Since Obtaining Certification | Expectation | |
|---|---|---|
| 1-30 Days / 1 Month | ▢ 1. Add CBRM credentials to the following: | ▢ 1. After your Email Signature (ex. John Doe, CBRM) ▢ 2. Online Campus ▢ 3. LinkedIn ▢ 4. Your Resume ▢ 5. Business Card |
| ▢ 2. Complete the Obtaining Your Permissions: CBRM Form to grant permission to BRM Institute to contact you regarding the following: | ▢ 1. CBRM Maintenance Program ▢ 2. Continued Professional Development (CPDs) ▢ 3. CBRM Mentoring Program |
|
| ▢ 3. If you are a BRM Institute Professional Member, join the CBRM Home Page on the Online Campus | ||
| ▢ 4. Upload your accreditation body credential certificate or digital badge to My Profile > Account > CPD Credits > Certified Business Relationship Manager (CBRM®) Certification entry | ||
| ▢ 5. Download your CBRM digital badge and share with others | ▢ 1. Email Signature ▢ 2. Social Media Profiles |
|
| ▢ 6. Read the BRM Code of Ethics | ||
| 31-60 Days / 2 Months | ▢ 7. Conduct assessments as a benchmark and complete the RMM Tracker within the BRM Capability and CPD Action Plan | ▢ 1. BRM Competency Model ▢ 2. BRM Maturity Model |
| ▢ 8. Complete the BRM Competency Self-Assessment and CPD Plan Tracker tabs in the BRM Capability and CPD Action Plan | Template coming soon! | |
| ▢ 9. Schedule a quarterly reminder to upload your CPDs for the next three years | ||
| 61-90 Days / 3 Months | ▢ 10. Upload documents in My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry | ▢ 1. BRM Capability and CPD Action Plan |
| 91- 365 Days / 3-12 Months | ▢ 11. Achieve your CPD Plan goals and log them quarterly | |
| 365 Days / 1 Year | ▢ 12. Reassess your organization to measure improvements and impact | ▢ 1. BRM Competency Model ▢ 2. BRM Maturity Model |
| ▢ 13. Write a Year One Impact Report of your BRM Capability Action Plan based on the following elements: | ▢ 1. Value Management ▢ 2. Professional Development return on investment ▢ 3. Key Learnings ▢ 4. Changed Behaviors ▢ 5. Lessons learned to carry forward |
|
| ▢ 14. Review your CPD Plan and make any adjustments necessary based on what has changed for you over the previous year and over the next year. | ||
| ▢ 15. Upload documents in your My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry | ||
| 366-1065 Days / 13-35 Months | ▢ 16. Achieve your CPD Plan goals and upload/track your CPDs | |
| ▢ 17. Repeat steps 12-15 to assess your organization and write your yearly Impact Reports for Year Two and Year Three | ||
| 1095 Days / 36 Months / 3 Years | ▢ 18. Validate your CBRM Renewal Certificate was uploaded in your My Profile > Account > CPD Credits > Certified Business Relationship Manager (CBRM®) Certification entry | |
| 1095+ Days / 36+ Months | ▢ 19. Use the Year 3 assessment and Impact Report to create a new three-year BRM Capability Plan | ▢ 1. BRM Competency Model ▢ 2. BRM Maturity Model |
| ▢ 20. Develop a new three-year CPD plan | ||
| ▢ 21. Upload documents in your My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry | ||
| Quarterly | ▢ Achieve your CPD Plan goals and upload/track your CPDs | |
| Yearly | ▢ Repeat steps 12-15 to assess your organization and write your yearly Impact Reports for the next year | |
| Click here for instructions on how to add and track CPDs as well as how to upload documentation. |
CPD Guide
The tables below outline key areas of involvement with BRM Institute and estimated CPD hours you may earn through each opportunity.
| Training and Development Course | CPD Credit/Unit |
|---|---|
| Becoming a Value-Focused Organization | 14 |
| BRM Fundamentals | 6 |
| Business Relationship Manager Professional (BRMP®) Certification | 25 |
| Certified Business Relationship Manager (CBRM®) Certification | 35 |
| Strategic Partnering Approach | 14 |
| Events/Conferences | |
| BRMConnect Annual Conference | 22 |
| External Conferences and Training | Dependent, click here to download the BRM Institute CPD External Event-Training Submission Spreadsheet Form. Upload as CPD supporting documentation. |
| BRM Institute Community Involvement* Opportunity | CPD/Year |
| Regional Ambassador | 12 |
| BRM General Council Member | 4 |
| BRM Council Leadership Team | 12 |
| Executive Council Leadership Team | 12 |
| BRM Knowledge Provision Council | 12 |
| BRM Knowledge Team | 4 |
| Community of Interest Leader | 12 |
| BRM Ethics Committee | 12 |
| BRMConnect Storyteller | 6 |
| BRMConnect Coach | 2 |
| Webinar Panelist | 5/Opportunity |
| Contributor Network | 3/Opportunity |
| CBRM Mentoring | 12/CBRM |
| BRM Knowledge/Research Publications | CPD Credit/Unit |
| BRM Institute Publication (Reading) | 1. BRMP=2 | 2. CBRM=3 | 3. BRM Playbook=2 | 4. RCO=1 |
| Non-BRM Institute Publication (Reading) | Dependent Publication Size 100-200 pages=2 | 201-400 pages=3 | 401+= 4 |
| Publication (Authoring) | Depending |
| Articles/Whitepapers | |
| Reading an Article/Whitepaper Authoring an Article/Whitepaper | .5 Depending |
| Webinars | |
| Attending a BRM Institute Webinar Attending a non-BRM Institute Webinar | 1 Depending |
| Benchmarking Tool | |
| Participated in Survey | 1 |
| *CPDs are based on estimated time investments per opportunity. | Additional CPDs may be recorded per each opportunity with proper documentation that demonstrates the additional contributions made. |
CPDs are not approved for recognition awards, share socially! Coming Soon…Awards will be uploaded into your BRM Institute profile by our Recognition Team.
CBRM Certification Renewal and Revocation
It is the responsibility of the CBRM certification holders to be aware of the timeline and expiration date of their CBRM certification.
- BRM Institute shall issue a 3-year CBRM renewal period to the CBRM certification holders who meet the renewal requirements.
- If the CBRM certification holder fails to meet the CPD requirements and/or fails to respond to BRM Institute requests for additional information during the renewal period, his or her certification shall be revoked.
- If the CBRM certification holder violates the BRM Code of Ethics their certification shall be revoked.
Non-Member Certification Maintenance Fee
The money received through the payment of the $85 Certification Maintenance Fee will be used to cover administrative costs associated with maintaining and auditing the required records. BRM Institute will provide an online CMF payment functionality, but CBRM certification holders will also have the option of mailing the payment by check, along with the proof of their CPD credits.
Click here to submit any questions or recommendations for evolving these expectations or timelines.
