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The CFRE Application Process: Step by Step webinar will start shortly.

The CFRE Application Process: Step by Step

You will be emailed a copy of the slides and a link to the recording within 24 hours

Everything you want to know

• Who is CFRE?
• Certification process
• CFRE examination
• How do I study?
• Online resources
• Timeline after the exam
• Recertification

FAQs

• Cost: US$875 regular/US$700 with

participating organisation discount

• Presentations for employers or as part of your

job do not qualify for continuing education points

• Slides and a recording will be sent to you

within 24 hours

• Test Content Outline – handout
• Glossary – handout
• Candidate handbook - handout

Who is CFRE?

• Independent, non-profit certifying body
• Only internationally recognised, accredited

credential for fundraising professionals

How do I get Started?

Certification Process

• 1. Application
• 2. Code of Conduct
• 3. Examination
• 4. Recertification

• Free to start your application
• Pay when you are ready to submit
• Start your application early and

before you have all of your pieces completed

The CFRE Application

• Education
• Professional

Practice

• Professional

Performance

• Code of Conduct

Education

• 80 points required
• Points must be earned within the past

5 years

Education

• Types of education
• Academic degrees
• Can exceed the 5-year timeframe
• Major does not have to be related to fundraising
• Attending conferences, workshops, seminars,

webinars

• Presenting at conferences, workshops, seminars,

webinars

• Authoring articles or books

Education

• Types of education
• Service learning (up to 10 points)
• General volunteer service
• 1 point per year per org
• Volunteer leadership (e.g., serving on a board or committee)
• 2 points per year per org
• Non-fundraising related courses (up to 10 points)
• General professional development
• Technology courses
• Project management courses

Education

• Does My Education Course Qualify?
• Is the content directly related to fundraising,

as defined by the CFRE Test Content Outline?

• Have I documented the exact amount of time spent

in the class/conference session/seminar?

• Was this a presentation related to my employment

requirements?

Application Break!

Education Do’s and Don’ts

• Do: List a few

extra hours of education.

• Don’t: List more

hours for education than there are hours in the day.

Do: Spell out acronyms at least

• nce in your

application. Don’t: List non- fundraising courses as fundraising education.

Education Do’s and Don’ts

Do: List presentations you give at a conference—but record them separately from conference attendance. Don’t: List presentations made as part of your employment responsibilities or consulting agreements.

Education Do’s and Don’ts

Do: Understand the difference between academic courses and continuing education. Don’t: Think that because a continuing education course is educationally valuable to you that it is an academic course.

Education Do’s and Don’ts

Professional Practice

• 36 points required
• 1 month employed = 1 point OR
• 1 month working with a client = 1 point
• At least 50% of full-time duties must be fundraising
• Half-time employment qualifies if 100% of duties are

directly related to fundraising

Application Break!

Professional Performance

• 55 points required
• Must have been during the past

5 years

• May be earned through any

combination of:

• Management projects (5 points)
• Communications projects (5 points)
• Actual funds raised - 1 point = USD

$25,000

Fundraising is a Team Sport!

• As long as you

are on the team

• f individuals

raising funds, you can claim those as funds raised on the CFRE application

• Applies to

managers and directors as well

Application Break!

Professional Performance Do’s and Don’ts

Do: Understand that to count, a project must have strategic intent, a start and end date, and significantly impact fundraising outcomes. Don’t: List single small items as projects.

• Do: Make sure that

each item you list under Professional Performance matches an entry in Professional Practice. Don’t: List volunteer items under Professional Performance.

Professional Performance Do’s and Don’ts

General Application Advice

Do: Update your application a little at a time. Don’t: Enter items as “TBD.”

General Application Advice

Do: Review your application one last time before submitting it. Don’t: Guess.

Do contact CFRE International with questions!

Application Summary

• Enter your Education, Professional

Practice, and Professional Performance data

• The application calculates your points

for you

• Don’t forget to select a testing

window!

Application Summary

• When you are ready to apply and have your

application evaluated, pay and submit your application online.

• Fees: US$875 regular, US$700 participating
• rganisation member
• $50 additional fee if paying by cheque
• 10% of applications randomly selected for

audit, please keep supporting documentation.

Application Break!

Certification Timeline

1. Complete and submit your application. 2. Your application is reviewed by CFRE staff. 3. Once your application is approved, receive approval to schedule your exam. 4. Make testing reservation with your selected testing centre. 5. Take exam at a convenient computer-based testing center of your choosing. 6. Receive score report upon completing the exam.

CFRE Examination

• 200 multiple-choice questions
• Developed by a committee of currently

certified fundraising professionals working in conjunction with CFRE International’s professional testing agency partner

• The exam is global and is the same no matter

where in the world you test.

• Candidates take CFRE exam on

a computer in a proctored testing centre

• CFRE exam will be available

during four “testing windows” each year. For 2018 the remaining testing window is:

• October 1 – November 30
• Thousands of testing centres

available across North America and worldwide

How do I study?

• What YOU need to study may not be the same as

what your colleague in the office next door needs to study.

• Honestly evaluate YOUR strengths and weakness.

Online Resources

• Candidate Handbook
• Test Content Outline
• Resource Reading List
• CFRE Testing Guide
• Glossary of Fundraising Terms
• Practice Exam ($59.95 for 30 days or

$99.95 for 90 days unlimited usage)

Timeline after the exam

Time What to Expect

• 1. As soon as you

finish the exam Immediately receive pass/fail determination and score report on computer screen

• 2. Once testing

agency gives your information to CFRE Successful candidates: Email notification

• f award from CFRE

Unsuccessful candidates: Email with information about retaking exam (must wait 30 days to retake)

• 3. 15 days after

end of testing window Successful candidates receive official certification from CFRE in the mail

Recertification

• Once earned, you are required to recertify

your CFRE every 3 years

• To recertify, complete online application
• No exam is required for recertification

Thank you! Questions?

Lesley Phillips Certification Manager lphillips@cfre.org Paul Cavazos Certification Services Coordinator pcavazos@cfre.org Ashley Gatewood Marketing and Communications Manager agatewood@cfre.org CFRE International