AICPA & CIMA Frequently Asked Questions

AICPA & CIMA Frequently Asked Questions

Contact the Global Engagement Center:
Chat

We recommend using the chat feature in the bottom right corner of the screen for the best service experience. Live chat is available from:

AICPA: 9AM-6PM ET Monday through Friday.

CIMA: 8AM-5PM GMT Monday through Friday.

Phone

AICPA: 1.888.777.7077

If you are interested in joining the AICPA, please call our main line and press option 4.

The Global Engagement Center is open 9AM-6PM ET Monday through Friday.

CIMA: +44 (0)20 8849 2251

The Global Engagement Center is open 8AM-5PM GMT Monday through Friday.

Frequently asked questions
Running into issues? We’re here to help.

My Profile

Having trouble logging in?

Ensure you've registered an online account with your primary email address on file.

After registering your online account, click the activation link from noreply@okta.com within 7 days. Please note, that if you have not received the activation link, it may have routed to your spam/junk folder.

Try resetting your password.

Still having trouble? Contact the Global Engagement Center via the live chat icon.

How do I update my profile?
Update your profile in four easy steps:

Sign on to aicpa-cima.com/login.

Look for your member name in the right-hand corner and select “Profile.”

Select “My contact details.”

Select “My employment details” and update your “Employment Status” in the drop-down menu.

Please refer to our Guide to update your profile for more information.

What’s the new website all about?

In a word, you. Based on what AICPA & CIMA members told us, we’ve built a new personalized experience from the ground up.

Your preferences are front and center, so you’re in control of the information you see – content and CPE offerings relevant to your career stage, professional goals and day-to-day decisions.

And you can change the settings at any time, as you expand interests and build new skill sets.

Tell me about the personalized content. How does it work?

When you first logged into the new website, you selected areas of professional interest. We refer to them as “topics” and “subtopics.”

We recommend following at least three topics. That way, you’ll see content and learning that match your selections on your homepage timeline. Additional filters and sorting are available, so you can be even more specific about the content you see.

How do I edit my preferences?

Option 1:
Visit the My Topics Preferences in your profile to follow any topics.

Option 2:
When you’re on a content page, follow and unfollow topics under “Mentioned in this article.”

My Membership

How do I join the AICPA?

Ensure you’ve registered an online account with your primary email address on file.

Click the Become a Member button at the top to explore the different membership types and requirements.

Select the right membership for you and fill out the online application.

How do I renew my membership as a Regular Member?

To start the renewal process, you first must sign on to aicpa-cima.com/login and update your profile information. Please refer to Guide to updating your profile for more information. After you confirm your profile is up to date, select “Renew your membership.”

Renew your membership in four easy steps:

Choose your “Membership Type.” If you’re a licensed CPA and work as a sole practitioner, in a firm, for the government or in an organization, your membership type is “Regular.” Confirm your eligibility as a “Regular Member,” then select the “Renew” button.

Choose your “Membership Tier.” Not sure which tier you need? Use our quick guide to your products and benefits.

Choose your “Section Membership(s).” You can add one or more section memberships to your Core, Essential or Lead Tier membership at a discount.

Choose any “Additional Products” you wish to add to your membership.

Please refer to our Guide to renewing as a Regular Member for more information.

How do I renew my membership as a Non-Regular Member?

To start the renewal process, you first must sign on to aicpa-cima.com/login and update your profile information. Please refer to Guide to updating your profile for more information. After you confirm your profile is up to date, select “Renew your membership.”

Please refer to our Guide to renewing as a Non-Regular Member for more information.

How do I view or print my invoice after renewing my membership online?

Please follow the steps in the “How to print your invoice” guide.

How do I check my membership benefits?

We’ve introduced tiered membership options to provide more flexibility and savings. To ensure you get all the resources you need at the best possible price, you may want to explore all the tiers. Check your benefits to see which tier offers a bundled discount on the products and services you want.

Check your benefits in six easy steps:

Sign on to aicpa-cima.com/login.

Look for your member name in the right-hand corner. Select “Purchases” from the drop-down menu.

Select “My membership and benefits” to check your current membership type, membership tier, benefits, and profile.

Select “My credentials and benefits” to keep your current credentials and add new ones.

Select “My sections” to keep your current section memberships and add new ones.

Select “My products and subscriptions” to keep your current purchases and add new ones.

Please refer to our Guide to checking your current membership benefits for more information.

My Purchases

How do I access my CPE and purchased products?

Visit the Purchases page. Your current products will be displayed under the Active tab.

Select the Access Now or My Learning button, which will open a new window.

Select the name of the product you want to access.

For detailed guidance, including step-by-step instructions with screenshots, download this User Guide.

Where can I find my receipt?

Log into aicpa-cima.com/login.

Look for your name in the right-hand corner. Select Profile from the drop-down menu.

Look under the My wallet section and select My transaction.

Select the particular invoice and then select Download.

When does my access expire?

With the exception of webcasts and some certificate programs, online CPE courses typically expire a year from the purchase date or shipping date for CPE textbooks. To locate your course's expiration date, log into aicpa-cima.com, click on your name in the top right, and select Purchases.

How do I renew my product subscription?

Visit the Purchases page. Your current products will be displayed under the Active tab.

Change the status dropdown to Inactive.

Select the Buy Again button next to your product.

Check out through our new shopping cart.

If you'd like to renew automatically, turn on the auto-renew toggle on the Purchases page and add a default credit card to your wallet.

Your subscription will renew with a start date that follows your current subscription end date.

How do I download a CPE certificate?

Visit the Purchases page. Your current products will be displayed under the Active tab.

Select the Access Now button next to your products.

Select the Certificates tab.

For detailed guidance, including step-by-step instructions with screenshots, download this User Guide.

How do I download a CPE transcript?

Visit the Purchases page. Your current products will be displayed under the Active tab.

Select the Access Now button next to your products.

On the My Learning tab, click Export Transcript. This will automatically download into a zip file.

For detailed guidance, including step-by-step instructions with screenshots, download this User Guide.

How do I register a group for a webcast?

For 2-5 registrants, click on the “Start order” button on the webcast product page that you wish to purchase. Fill out the information requested and submit the form. You will be contacted in 48 hours to complete your order.

For 6+ registrants, please contact our Group Sales Team by calling 1-800-634-6780 (option 1) or fill out this form.

If the event is in 2 business days, please contact our GEC department by calling 1-888-777-7077 or by clicking the live chat button to ensure you receive access before the event starts.

I’m having issues with a discount or promo code.

Check that you’re logged in. That’s the first step to receive discounts related to your membership.

To enter a promo code on the My Cart page:

On your laptop/desktop: The promo code box is on the right.

On your phone: The promo code box is in the footer.

Not all items in your cart may be eligible for the discount, based on the terms and conditions of the promo code.

How do I request a refund?

We offer a 100% customer satisfaction guarantee on most of our products. If you’re not satisfied with your purchase, please review our refund policy and then contact us.