Knowledge Centre

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1. Understanding Your Membership Dashboard

Your CIBA Membership Dashboard is your control centre,  a single place to track your membership status, compliance, applications, and rewards. Learning how to navigate it ensures you never miss a deadline or opportunity. 

2. What You Need to Know 

The Membership Dashboard is designed to make your CIBA journey effortless. From the moment you log in, you can view your profile at a glance, renewal date, compliance status, CPD balance, and account standing.

Every section of the dashboard is clickable, giving you quick access to update information, manage applications, download certificates, or request support. By keeping your profile up to date, you’ll always be ready for renewals, compliance checks, and new opportunities. 

3. Why It Matters to You

  • Stay compliant — track CPD balances and annual declarations in real time.

  • Save time — download invoices, certificates, and proof letters instantly

  • Boost credibility — access your Letter of Good Standing for clients and regulators.

  • Unlock growth — apply for designations, licenses, or CPD exemptions without delays.

5. How to Access Membership Profile

  • Log in to the Member Portal with your credentials.

  • Review your dashboard summary (renewal, CPD, balance).

  • Use the tile navigation to select the section you need.

  • Keep your information updated to avoid delays in applications or renewals.

  • Regularly check your compliance requirements to stay on track with CPD and declarations.

4. Key Features of Your Dashboard

  • My Profile: See your renewal date, compliance status, CPD balance, and account standing at a glance.

  • My Information: Update personal, contact, and professional details, and upload required documents.

  • My Membership: Access your membership status, certificates, Field Guide, marketing resources, and Letter of Good Standing.

  • My Applications: Apply for designations, memberships, licenses, or CPD exemptions, and track progress.

  • My Account: Manage invoices, statements, transactions, and upload proof of payment.

  • My To-do List: Stay on top of document requests, online assessments, and practitioner number requests.

  • My Compliance: Monitor CPD balances, submit entries and annual declarations, and register for CPD events.

  • My Rewards: Unlock member rewards like automated financial insights and tools.

  • My Support & Tools: Access free CPD, technical updates, educational guides, and submit support tickets.

     

6. Common Mistakes to Avoid 

  • Overlooking incomplete profile details.
    Do this instead: Complete your My Information section fully.

  • Leaving CPD entries until year-end.
    Do this instead: Update CPD regularly to avoid penalties.

  • Forgetting to upload proof of payment.
    Do this instead: Always upload in My Account for faster processing.

7. Common Mistakes to Avoid (if applicable) 

  • Short list of pitfalls members fall into on this topic 

  • Frame positively: “Do this instead…” 

8. Related Resources