CPDFlow helps CIMA Chartered Management Accountants plan, track and complete their annual CPD cycle — and produce audit-ready documentation whenever it’s needed.
This guide covers everything you need to use the application effectively, from first login through to generating your CIMA Declaration.
Quick navigation
| If you want to… | Go to |
|---|---|
| Set up your account for the first time | Getting Started |
| Start a new CPD cycle | Your CPD Cycle |
| Assess your competencies | Competency Assessment |
| Create and manage development objectives | Objectives |
| Log activities and write reflections | Activities |
| Capture articles, links and ad-hoc learning | The Inbox |
| Track time spent on CPD | Time Tracking |
| Complete a quarterly review | Quarterly Reviews |
| Close your cycle at year-end | Cycle Close |
| Generate your CIMA Declaration PDF | Reports & Export |
| Download a complete archive of your CPD evidence | Reports & Export — Audit Bundle |
| Update your profile and settings | Settings & Profile |
| Manage your subscription or view invoices | Subscription & Billing |
| Answer a specific question | FAQ & Troubleshooting |
How CPDFlow maps to the CIMA 6-step cycle
CIMA requires members to follow a 6-step CPD cycle at least once a year. CPDFlow structures your work around these same six steps:
| CIMA Step | What you do | In CPDFlow |
|---|---|---|
| 1 — Define | Establish your role context and development priorities | Cycle setup — role & responsibilities |
| 2 — Assess | Self-assess against the CGMA Competency Framework; identify gaps | Competency Assessment |
| 3 — Design | Plan development objectives to address those gaps | Objectives |
| 4 — Act | Undertake learning activities; capture ad-hoc learning | Activities + Inbox |
| 5 — Reflect | Record what you learned from each activity | Reflective statements on Activities |
| 6 — Evaluate | Review the whole cycle; inform the next one | Quarterly Reviews + Cycle Close |
Everything in the application exists to support one of these six steps. If you are ever unsure why a feature exists, this table is the answer.
A note on CIMA compliance
CIMA’s CPD requirements are three obligations:
- Keep learning throughout your career
- Follow the CPD cycle at least once a year
- Keep a record of your learning activities
CIMA randomly selects members for monitoring each year. If selected, you must submit your CPD record using CIMA’s Professional Development Record Form. Non-compliance carries financial penalties and can lead to disciplinary action under Regulation 18A.
CPDFlow keeps your record audit-ready at all times. The CIMA Declaration PDF (see Chapter 10) can be generated at any point — not just at year-end. You can also download a complete audit evidence bundle (see §10.6) containing your report PDF and all uploaded evidence files.