REQUIREMENTS
Three Types of Portfolios:
- Traditional,
- Streamlined, and
- Non-Transactional
They are dependent on years of FULL-time Commercial work and whether you do pure Commercial Transactions or other Commercial Activities.
You are required to have Commercial Activities of:
- $30 Million in Volume in Three or More Activities/Transactions, or
- $10 Million in exactly 10 Activities/Transactions, or
- No Specified Volume with 20 Activities
Important Notes:
- Review the Most Current Online Portfolio Brochure for Guidelines used to grade your Portfolio.
- A Chapter Recommendation should be Requested At Least 2 Weeks befor the Portfolio Deadline.
- Do NOT hit Submit before your Chapter Recommendation is completed.
- The Designated Chapter Representatives will request to see your work and will assist you with putting your Portfolio in the Proper Format and give you tips on how and what the Graders will look at.
- Candidate Guidance Workshops will be given a few times a year to further explain the Portfolio.
UPCOMING CANDIDATE PORTFOLIO & EXAM DATES
PORTFOLIO DUE DATE: August 4, 2023
- Exam Registration Deadline: September 22, 2023
- Course Concepts Review (CCR) Virtual Oct 16-19 OR in-person Oct 22-23 Hyatt Regency Seattle
- Comprehensive Exam: Oct 24, 2023 Hyatt Regency Seattle – Pinning – FL New Designee Dinner
- Retake Exam Hyatt – Seattle – CCIM Institute Board of Directors Meeting 09:00 & Elections Oct 25, 2023
PORTFOLIO DUE DATE: January 12, 2024
- CHAPTER RECOMMENDATIONS: Contact A Designated Representative Before New Year’s (Nov/Dec)
- Exam Registration Deadline: September 22, MARCH 15, 2024
- Course Concepts Review (CCR) TBD
- Comprehensive Exam: TBD Renaissance, Nashville Hotel – Pinning – FL New Designee Dinner
- Retake Exam Morning After – CCIM Institute Board of Directors Meeting 09:00
PORTFOLIO DUE DATE: August 2, 2024
- CHAPTER RECOMMENDATIONS: Contact A Designated Representative 2 Weeks before Deadline
- Exam Registration Deadline: September 20, 2024
- Course Concepts Review (CCR) TBD
- Comprehensive Exam: TBD Hilton Americas Hotel – Houston – Pinning – FL New Designee Dinner
- Retake Exam Morning After – CCIM Institute Board of Directors Meeting 09:00 & Elections
Candidate Guidance Chapter, District Chairs and Designated Chapter Recommendation Representatives are available to answer questions.
See the Candidate Guidance Page for Useful People and their Contact Information