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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


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

  2. The CFRE Application Process: Step by Step

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

  4. Everything you want to know • Who is CFRE? • Certification process • CFRE examination • How do I study? • Online resources • Timeline after the exam • Recertification

  5. 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

  6. Who is CFRE? • Independent, non-profit certifying body • Only internationally recognised, accredited credential for fundraising professionals

  7. How do I get Started?

  8. Certification Process 1. Application 2. Code of Conduct 3. Examination 4. Recertification

  9. 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

  10. The CFRE Application • Education • Professional Practice • Professional Performance • Code of Conduct

  11. Education • 80 points required • Points must be earned within the past 5 years

  12. 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

  13. 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

  14. 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?

  15. Application Break!

  16. Education Do’s and Don’ts • Do: List a few • Don’t: List more extra hours of hours for education. education than there are hours in the day.

  17. Education Do’s and Don’ts Do: Spell out Don’t: List non- acronyms at least fundraising courses once in your as fundraising application. education.

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

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

  20. 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

  21. Application Break!

  22. 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

  23. Fundraising is a Team Sport! • As long as you are on the team of individuals raising funds, you can claim those as funds raised on the CFRE application • Applies to managers and directors as well

  24. Application Break!

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

  26. Professional Performance Do’s and Don’ts • Do: Make sure that Don’t: List volunteer each item you list items under Professional under Professional Performance. Performance matches an entry in Professional Practice.

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

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

  29. Do contact CFRE International with questions!

  30. 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!

  31. 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 organisation member • $50 additional fee if paying by cheque • 10% of applications randomly selected for audit, please keep supporting documentation.

  32. Application Break!

  33. 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.

  34. 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.

  35. • 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

  36. 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.

  37. 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)

  38. Timeline after the exam Time What to Expect 1. As soon as you Immediately receive pass/fail finish the exam determination and score report on computer screen 2. Once testing Successful candidates: Email notification agency gives your of award from CFRE information to Unsuccessful candidates: Email with CFRE information about retaking exam (must wait 30 days to retake) 3. 15 days after Successful candidates receive official end of testing certification from CFRE in the mail window

  39. Recertification • Once earned, you are required to recertify your CFRE every 3 years • To recertify, complete online application • No exam is required for recertification

  40. 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

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