Quick reference Your profile feeds the CIMA Declaration PDF — incomplete profile fields appear as ”—” in the output. Settings is also where you set your member category (MiP/MiB) and designation, which affect how CPDFlow presents compliance requirements.
11.1 Accessing Settings
Select the gear icon at the bottom of the sidebar.
11.2 Personal details
| Field | Notes |
|---|---|
| First name / Surname | As they appear on your CIMA membership |
| Email address | Read-only — this is the email used to register. Contact support to change it. |
11.3 CIMA membership
| Field | Notes |
|---|---|
| CIMA membership number | Your unique CIMA member ID — appears on your declaration |
| AICPA Account ID | Format: 1-XXXXX — found in your AICPA online account |
| Member category | MiP (Member in Practice) or MiB (Member employed in Business). This setting affects compliance requirements — MiP members must have an AML compliance objective. |
| Designation | ACMA (Associate) or FCMA (Fellow) |
11.4 Professional context
| Field | Notes |
|---|---|
| Current job title | Feeds the “Define” step of the CIMA form |
| Key responsibilities | A summary of your role — also feeds the CIMA form. Plain text. |
| Employer name | Optional |
| CIMA-accredited employer | If your employer is a CIMA Premier Partner or Development Quality Partner, tick this. Adjusts the compliance dashboard. |
11.5 Saving changes
Select Save after making changes to any section. Changes take effect immediately and are reflected in your next PDF generation.
What’s next?
Return to Chapter 10 — Reports & CIMA Form to generate your CIMA Declaration once your profile is complete.