Support Centre Setting Communication Preferences Coming Soon Getting Started Navigating the Member Portal Finding Help & Contacting CIBA Understanding Your Membership Dashboard Setting Up Your Profile Membership Applications Creating Your Online Profile Starting a New Application Information You’ll Need to Apply Uploading Supporting Documents Paying Your Application Fee Application Timelines & Tracking Status Cancelling or Restarting an Application Managing Your Membership Renewing Your Membership Downloading Your Membership Certificate Upgrading or Changing Your Membership Type Reinstating a Lapsed Membership Resigning Your Membership Membership Categories Explained Freezing or Pausing Membership (new – in case it becomes a policy) Designations & Licences Applying for a Designation Applying for a Specialist Licence Requirements & Documentation Needed Upgrading Your Designation Downloading Your Designation Certificate Renewing Your Specialist Licence Checking If You Qualify for a Licence Payments & Billing Understanding Your Invoice Paying Membership Fees Paying Designation or Licence Fees Setting Up Recurring Payments Updating Your Payment Method Requesting a Tax Invoice or Statement Handling Overdue Payments Cancelling Payments or Requesting Refunds Updating Your Information Updating Contact Details Changing Employment Information Uploading a Professional Photo Changing Your Password Setting Communication Preference Managing Privacy Settings CPD (Continuing Professional Development) What Counts as CPD Accessing Free CPD Resources Purchasing CPD Courses Registering for Webinars and Events Recording CPD Hours Downloading CPD Certificates CPD Requirements by Designation Tracking Your CPD Progress Using CIBA Services Accessing the Resource Library Downloading Templates & Toolkits Using Professional Practice Guides Accessing the Technical Helpdesk Requesting Legal or Ethics Support Contacting the Member Advisory Team Participating in Specialist Forums Rewards Accessing the Member Rewards Portal Redeeming Discounts & Vouchers Using Partner Offers Claiming Complimentary CPD Staying Updated on New Benefits Events & Webinars Registering for an Event Joining a Live Webinar Watching Event Recordings Getting CPD Credit for Events Event Cancellation & Refund Policy Professional Branding Using the CIBA Member Logo Referencing Your Designation in Documents Ordering Professional Certificates Displaying Your Chartered Status Technical Support Submitting a Support Ticket Reporting a Technical Issue Troubleshooting Login Problems Resetting Your Password Browser Requirements for the Member Portal Escalating a Query Compliance & Conduct Reporting an Ethics Concern Responding to a Complaint Requesting Disciplinary Guidance Understanding the Code of Ethics Sponsor and Advertise How to Sponsor a CPD Series or Event How to advertise to CIBA members How to become a CIBA Approved Provider How to request the sponsorship rate card Transferring from Another Professional Body Transferring your membership to CIBA Switching Your SARS RCB to CIBA (Tax Practitioners) Transferring Independent Reviewer (IR) Rights to CIBA
