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PRIVACY POLICY



Our mission is to drive a dynamic accounting profession globally and, when you
register with us, you gain access to a wide range of tools and services to stay
ahead. To seamlessly deliver these resources and benefits, we at times need to
share your information across our teams and offices – always with a focus on
keeping your data secure.

This Privacy Policy describes the ways in which your personal data is collected
and used by the Association of International Certified Professional Accountants
(the Association), the Chartered Institute of Management Accountants (CIMA), and
the American Institute of CPAs (the AICPA) (collectively referred to herein as
“the controllers”, “we”, “us”, “our”). By providing your personal data to any of
the controllers, you acknowledge and agree that your data may be shared between
and/or processed by any of the three controllers.

It is your responsibility to review and understand this Privacy Policy prior to
providing your personal data to us. You also should review our Terms and
Conditions. If you do not accept and agree to the Privacy Policy and/or Terms
and Conditions, please refrain from providing your personal data to us,
accessing our websites, and/or utilizing our products and services.

With our websites and services constantly evolving, our Privacy Policy and Terms
and Conditions may also change from time to time. Whenever there are changes,
the modified policies will be posted on our websites and will be effective at
that time. Each time they change, the version number displayed at the top of the
page also will change. Consequently, each time you access or use our websites or
otherwise engage with us, you accept and agree to the most current Privacy
Policy and set of Terms and Conditions. It is your responsibility to be aware of
any such changes.

Notice
Our websites contain links to other websites which are managed by third parties
(including their use of cookies). As a user of links, it is your responsibility
to understand those third parties’ privacy policies. Once you leave our websites
using links, we have no control over information that is submitted to or
collected by any third parties and are not responsible for other websites.

Collection of Personal Data
In order to provide our products, services and websites and for the other
purposes set out in Use of Information below, we collect and process personal
data from our members, students, customers, and other users of our websites,
products and services. We may collect information from you such as, but not
limited to, your name, email address, mailing address, phone/fax numbers, date
of birth, gender, ethnicity, payment information, education history, employment
information, information related to your professional qualifications,
designations and memberships and information about your use of our and
third-party websites, products and services ("Personal Data"). You are not
required to provide us with all of the Personal Data listed above, but if you do
not do so, we may not be able to effectively provide you with our products,
services and information. In certain circumstances, you will need to provide us
with specific categories of Personal Data (including name, email address and
payment information) in order to enter into a contract with us and for us to
perform that contract.

From time to time and as permitted by applicable law(s), we may collect Personal
Data about you and update any existing Personal Data that we currently hold from
other third-party sources, including publicly available data sources, publicly
available social networking sites such as LinkedIn, your employer or
university/school, your tuition provider, State CPA Societies, our credential
and designation examination providers, course providers or data brokers such as
Acxiom.

See “Use of Information” section below for details regarding the ways that we
use and process your personal data.

Use of Information
Your Personal Data may be used in the following ways:

 * To provide our products and services to you

 * To enhance and improve our products and services, for example, by performing
   internal research, analyzing user trends and measuring demographics and
   interests

 * To analyze the demographics of our membership body and the accounting
   profession as a whole. This includes internal research related to diversity
   and may include the use of your demographic information such as your age,
   gender, ethnicity and/or geographic location. Please note that the collection
   of special categories of Personal Data, including ethnicity and gender, is
   voluntary and based on your explicit consent.

 * To process payments from you (including, but not limited to, membership dues
   and subscriptions, registration fees, voluntary contributions, examination
   fees, credential and designation fees, or payments for any products or
   services that you choose to purchase from us)

 * To process payments to you (including, but not limited to, refunds or
   reimbursements)

 * Internal purposes, such as website and system administration or internal
   audits and reviews

 * To provide access to restricted parts of our websites.

 * To determine eligibility for membership, credentials, designations and
   volunteer opportunities

 * To communicate with you regarding your membership and products/services that
   may be of interest to you

 * To respond to your requests and inquiries

 * To serve relevant advertisements to you when you visit our sites or other
   third-party sites (including social media platforms)

 * To request your participation in surveys, focus groups, or other initiatives
   which help us to gather information used to develop and enhance our products
   and services

 * To evaluate your performance on continued learning courses and assist you in
   the tracking of your progress

 * For examination scheduling, administration and registration purposes

 * To publish a membership and credential holder directory for the purposes of
   membership verification and networking. If you do not wish to be included in
   these public directories, you may choose to opt out by contacting us using
   the contact information listed at the bottom of this Privacy Policy.

 * To comply with applicable law(s) (for example, to comply with a search
   warrant, subpoena or court order) or to carry out professional ethics/conduct
   investigations

 * From time to time we may provide statistics about the usage levels of the
   Site and other related information to reputable third parties, but these
   statistics will not include information which will allow you to be identified

 * We may use the information you provide to us and which we obtain from other
   sources to better understand your interests so we can try to predict what
   other products, services and information you might be most interested in.
   This practice is called “profiling”, which involves making automated
   decisions about you based on this information in order to better enable us to
   tailor our interactions with you to make them more relevant and interesting.
   You may object to such profiling at any time by contacting us (see Contact
   Information/User Rights below).

We will process your Personal Data for the purposes identified above on the
following bases:

 1. Our legitimate interests, which include processing such Personal Data for
    the purposes of providing and enhancing the provision of our products,
    services and information, as well as advertising further products,
    credentials, designations, services and information to you.

 2. Where such processing is necessary to perform our contract with you or to
    take steps before entering into our contract with you.

 3. Your explicit consent, when collecting and processing special categories of
    Personal Data such as your ethnicity, gender or confidential medical
    information.

 4. As necessary to comply with our legal obligations, resolve disputes and
    enforce our contractual agreements.

 5. Where such processing is necessary to comply with our obligations to protect
    members of the public and the public interest, including but not limited to,
    the maintenance of a member and student directory, regulatory activities and
    disciplinary actions.

Unless a longer retention period is required by applicable law, we will retain
your information for as long as your account is active, as well as for a short
additional period afterwards to cover any outstanding issues or queries that may
arise in relation to your account (for example, outstanding payments). This
period of retention is subject to our review and alteration.

Sharing and Disclosure to Third Parties
We may disclose your Personal Data to third parties from time to time under the
following circumstances:

 1. You request or authorize the disclosure of your personal details to a third
    party.

 2. The information is disclosed as permitted by applicable law(s) and/or in
    order to comply with applicable law(s) (for example, to comply with a search
    warrant, subpoena or court order).

 3. The information is disclosed to your employer, university or tuition
    provider in the event they have an interest in your data (e.g. they support
    your exam, tuition, or membership fees).

 4. The information is published in our public membership and credential holder
    directories for verification and networking purposes. If you do not wish to
    be included in these public directories, you may choose to opt out by
    contacting us using the contact information listed at the bottom of this
    Privacy Policy

 5. If you are located in the United States, your Personal Data may be shared
    with our trusted business partners, including Aon Insurance, CPA.com and
    State CPA Societies, so that they can offer products and services that may
    be of interest to you. Although we do not directly monetize your Personal
    Data, this sharing may qualify as a “sale” under certain privacy laws.

 6. The information is provided to our agents, vendors or service providers who
    perform functions on our behalf. See below for additional details.

It is likely that the identity and categories of such third parties will change
during the life of your account but, depending on your use of the Site, it is
anticipated that your Personal Data will be disclosed to the following
categories of third-party service providers who perform functions on our behalf.
We require that our third-party service providers only use your Personal Data as
necessary to provide the requested services to us and each service provider is
subject to a set of terms consistent with this Privacy Policy.

 * Hosting providers for the secure storage and transmission of your data

 * Learning technology and online event providers for the delivery and
   improvement of web events and learning programs and the tracking of your
   progress

 * Digital credential providers for the delivery of digital badges earned
   through your participation in learning programs

 * Examination providers for the scheduling and delivery of credential and
   designation examinations

 * Identity management providers for authentication purposes

 * Database software providers for the management and tracking of your data

 * Legal and compliance consultants, such as external counsel, external
   auditors, or tax consultants

 * Advertising partners, including social media providers, for the delivery of
   targeted advertisements

 * Marketing providers who send communications on our behalf regarding our
   products and services

 * Payment solution providers for the secure processing of payments you provide
   to us

 * Publishers and learning providers who develop products on our behalf

 * Technology providers who assist in the development and management of our
   systems and web properties

 * Outbound call center providers, who may perform outreach on our behalf
   regarding our products and services

 * Fulfillment and postal vendors for the fulfillment of our products and
   services

 * Our volunteers or committee members who perform various functions on our
   behalf

 * Survey and research providers who perform studies on our behalf

Collection of Information Through Cookie Use
We may obtain information about your general internet usage by using a “cookie”
file. A cookie is an element of data that a website can send to your browser,
which may then be stored on your hard drive. If you do not agree, you can choose
to not receive a cookie file by enabling your web browser to refuse cookies or
to prompt you before you accept a cookie.

The following types of cookies may be used on our websites:

 1. Necessary Cookies: These cookies are necessary for our websites to work
    properly. They are usually only set in response to actions you take such as
    logging in or completing online forms. You can set your browser to block or
    alert you about these cookies, but some parts of our sites will not function
    if these cookies are blocked.

 2. Functionality Cookies: These cookies enable our websites to provide enhanced
    functionality and personalization by storing your preferences (such as your
    preferred language or the region that you are in), allowing us to provide
    enhanced features on our sites such as videos, and allowing us serve you
    with advertisements for our products and services that may be of interest to
    you. These cookies may be set by us or by third-party content that we have
    placed within our pages. If you do not allow these cookies, some of the
    features on our websites may not function properly and you may not receive a
    personalized experience when visiting our sites.

 3. Performance Cookies: These cookies allow us to count page visits and traffic
    sources so we can measure and improve the performance of our sites. They
    help us to understand which pages are visited most frequently and how
    visitors interact with our sites. If you do not allow these cookies we will
    not receive data related to your visits to our sites.

 4. Third-Party Advertising Cookies: These cookies may be set through our site
    by our advertising partners, such as Google or Adobe. They may be used by
    these companies to enable them to build a profile of your interests and show
    relevant advertisements on other sites. These cookies are based on
    identifying your browser and internet device. If you do not allow these
    cookies, you will experience a decrease in the targeted advertisements that
    you see online.

If you opt in to use the “Remember me” feature on our websites, we will place a
persistent cookie on your hard drive and you will not be required to log in for
every session. By disabling cookies on your machine or clearing your browsing
history you may deactivate the persistent cookie.

All major browsers allow you to block or delete cookies from your system. To
learn more about your ability to manage your preferences related to cookies,
please consult the privacy features within your browser.

Further information about cookies:

 * How to manage your preferences related to targeted advertising

Communication Preferences
We strive to provide you with relevant and useful information related to our
products, services and industry news. You can update your communication
preferences at any time by visiting the preference center within your online
account on our website(s). Additionally, you can contact us using the
information listed at the bottom of this policy to make changes to your
communication preferences. Any promotional emails that we send will include a
link at the bottom of the email to unsubscribe.

If you have opted in to receive text messages from us, you can opt out at any
time by responding with the word STOP. You will receive a confirmation text of
your choice to opt out.

Transfer of personal data internationally
By providing us with your Personal Data, you acknowledge and agree that we may
from time to time transfer your Personal Data to any of our offices or to the
offices of any of our affiliates, agents or appointed representatives located
around the world. Where we transfer personal data internationally from one of
our global office locations, we ensure the transfer is subject to an appropriate
safeguard as recognized by local data protection law (e.g., standard contractual
clauses). Please do not submit any Personal Data to us if you do not wish for
your data to be transferred internationally.

Security and Other
We use reasonable measures to strive to safeguard and secure the personal data
we collect. Any transmission of personal information is at your own risk.
Technology, such as, but not limited to, Transport Layer Security (TLS) and
Secured Socket Layer (SSL), is used to enhance security and reduce risk of loss.
Our security practices, processes or technology do not guarantee absolute
security of your information and you should take all normal personal precautions
such as, but not limited to, not sharing passwords, closing browsers, and not
using public networks (e.g., internet cafes, etc.).

Parents and Children
We do not knowingly collect personal information from children under the age of
13. Parents have the right to terminate the registration of a child under the
age of 13 by contacting us using the information listed at the bottom of this
policy.

User Rights and Data Protection Officer
Your rights regarding your Personal Data depend on the local law in the
jurisdiction where you reside.

 * If you are located in the European Economic Area (EEA) or the United Kingdom
   (UK), you may be subject to certain rights in relation to your Personal Data
   under the General Data Protection Regulation (GDPR) and the Data Protection
   Act 2018, as outlined below:

 * The right to be informed of the use of your Personal Data

 * The right to access and/or to require the correction or erasure of your
   Personal Data

 * The right to block and/or object to the processing of your Personal Data

 * The right to not be subject to any decision based solely on automated
   processing of your Personal Data

 * In limited circumstances, you may have the right to receive Personal Data in
   a format which may be transmitted to another entity.

 * If you have a complaint in relation to the processing of your data carried
   out under this Privacy Policy, you have the right to lodge a complaint with
   your local supervisory authority. If you are located in the European Union,
   you can find the details of your local supervisory authority here.

You may seek to exercise any of these rights by completing our GDPR Request Form
online, updating your information online (where possible) or by sending a
written request to our Data Protection Officer using the contact details listed
below.

If you are located in California, United States, you may be subject to certain
rights in relation to your personal information under the California Consumer
Privacy Act (CCPA), as outlined below:

 * The right to know about the personal information that we collect about you,
   including the categories of personal information collected, how it is used
   and how it is shared;

 * The right to delete the personal information we have collected about you
   (with some exceptions);

 * The right to opt out of the sale of your personal information; and

 * The right to non-discrimination for exercising your CCPA rights.

You may seek to exercise any of these rights by completing our CCPA Request Form
online, updating your information online (where possible) or by sending a
written request to our Data Protection Officer using the contact details listed
below.

If you are a California resident and would like to opt out of the sale of your
personal information, please click here: DO NOT SELL MY PERSONAL INFORMATION

Data Protection Officer Contact Information:

Jonathan Mabe, Data Protection Officer
Association of International Certified Professional Accountants
220 Leigh Farm Rd.
Durham, North Carolina 27707

United States
SecurityandPrivacyOffice@aicpa-cima.com

Contact Information
You are encouraged to report any improvements, suggestions, or any suspected
breaches of privacy or security to us by using the contact information listed
below.

Association of International Certified Professional Accountants Contact
Information:

Chartered Institute of Management Accountants
The Helicon
One South Place
London
EC2M 2RB
United Kingdom
P: +44 (0)20 8849 2251
Hours of Operation:
(9am – 5pm, UK time, M-F)
Email: cima.contact@cimaglobal.com

American Institute of CPAs
220 Leigh Farm Road
Durham, NC 27707
P: 1.888.777.7077
F: 1.800.362.5066
Hours of Operation:
(9am – 6pm, ET, M-F)
Email: service@aicpa.org

Additional Notice for California Users
The information below applies solely to members, students, customers and other
users (“Users”) who reside in the State of California. This information is being
provided in accordance with the requirements of the California Consumer Privacy
Act of 2018 (“CCPA”) and other California privacy laws. Any terms defined in the
CCPA have the same meaning when used in this notice.

Please review the Privacy Policy above in its entirety for more detailed
information regarding the Personal Information that we collect, including how it
is used and shared, as well as information regarding your rights under the CCPA.

Personal Information Collected:
The following table shows the categories of personal information that we have
collected and shared during the past twelve (12) months. Please note that the
list of examples for each category is intended to be illustrative and not
exhaustive.

Categories of Personal Information CollectedExamplesIdentifiersName, Address,
Email Address, UsernameCustomer Records InformationName, Address, Telephone
Number, Payment InformationCharacteristics of protected classifications under
California or federal lawEthnicity, GenderCommercial InformationRecords of
products or services purchased or consideredInternet Usage InformationBrowsing
or search history, information regarding your interactions with our
websitesGeolocation DataPrecise physical locationSensory DataAudio recordings of
customer service calls, video footage and photographs from eventsProfessional or
Employment InformationEmployer, Position, Employment historyEducation
RecordsEducation history, Schools attended, Academic
recordsInferencesPreferences, Behaviors

Sources of Personal Information
We obtain the personal information listed above from the following sources:

 * Directly from you. For example, when you provide the information to us on our
   websites.

 * Indirectly from you. For example, from observing your actions on our websites
   via automatic data collection technologies.

 * From third parties. For example, your employer or university/school, your
   tuition provider, State CPA Societies, our credential and designation
   examination providers, course providers or data brokers such as Acxiom.






This site is brought to you by the Association of International Certified
Professional Accountants, the global voice of the accounting and finance
profession, founded by the American Institute of CPAs and The Chartered
Institute of Management Accountants.

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CA DO NOT SELL OR SHARE MY PERSONAL INFORMATION




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