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1 Purpose & ScopeThisdocumentisforallapprovedandregi steredCMIcentresandprovidesguidanceandin formation to support their delivery of CMI qualifications or approved CMI recognised within the document it contains information on: CMI s Product and Services Centre and Learner Administration ProceduresThisdocumentshouldbeusedinconj unctionwiththeotherdocumentsandpoliciesp rovidedbyCMI, the Regulatory Agreement between CMI and its (EPA)activities,however,thereis a small section generalising CMI apprenticeship Approved and Registered Centre Handbook | | January 20222 CMI Approved and Registered Centre HandbookApplies toCMI Centres, CMI Learners, CMI Staff and Associated Third PartiesEffective from and replaces allprevious versions prior to30 January 2022 Owned byAwarding Body TeamReviewed and monitored bySenior Quality Manager & Head of Awarding Body and ComplianceDocument LocationWebsite & MyCMI, Internal AB DriveReview FrequencyAnnuallyVersion ControlThisisversion19oftheCharteredMana gementInstitute(CMI)

2 ,anditiseachCentre' , TitleAmendments MadeDate AmendedWhole handbookWhole documentThorough review and update27/03/2017 Page 22 roles & ResponsibilitiesNew wording06/07/2017 Page 44 QualificationsRPL wording added10/07/2017 Whole handbookWhole documentThorough review and update12/11/2018 Whole handbookWhole documentThorough review and update04/02/2020 Whole handbookWhole documentThorough review and update01/12/2020 Centre roles &ResponsibilitiesAdded SQA Accreditationassessors & IQA requirements15/01/2021 Whole handbookWhole documentThorough review and update01/12/2021 CMI Approved and Registered Centre Handbook |

3 | January 20223 ContentsPurpose & Scope2 Version Control3 Contents4 Introduction7 Introduction to the CMI Centre Handbook7 About CMI7 CMI website7 CMI Values7 CMI Strategic Objectives7 Delivering on our Mission7 CMI and its role as an Awarding Body8 Section 1 - CMI CMI Membership CMI Learner On completion of a Learner induction to CMI9 Section 2 - CMI roles and CMI roles and CMI Brand Dedicated marketing support for Centres14 Section 3 - Key Partner The Hub15 Section 4 - Learner Registration and Registration of Learner Learner Claiming Certificates - Minimal Threshold & Additional Unit Issue of Learner Secure online Centre responsibility for the storage and distribution of Incorrect Certificate Issue of replacement Centre Issuing Certificates22 Section 5 - Amending Learner Change of Learner Learner withdrawal from a qualification/centre23 CMI Approved and Registered Centre Handbook | | January Exiting a Learner with completed qualification Transfer of a Learner to another CMI Learner transfer to a different qualification24 Section 6 - Learner and Centre Registration Re-registration Annual Centre Satellite Centre

4 Commercials Agreements26 Section 7 - Complaints and Guidelines for CMI Centres making appeals to Guidelines for Learner Appeal - Centre27 Section 8 - Learner Learner International English Language Testing System (IELTS) Learner induction to CMI29 Section 9 - CMI CMI Qualification Regulated Qualification Framework (RQF) Scottish Credit Qualification Framework (SCQF) Funding CMI ELCAS - Enhanced Learning Credits Administration Recognition of Prior Learning (RPL) and Equivalent Review of CMI Qualification Amendments to Withdrawal of a How to advertise CMI Qualification Feedback33 Section 10 - English Welsh Scottish Apprenticeships35 Apprenticeship Approvals Group35 Scottish Apprenticeship Advisory Northern Irish Contact us36 Section 11 - The Registration and Monitoring of Satellite Site and Multi Satellite Multi Prior to seeking Satellite Site Centre responsibility to Audit Satellite Sites38 CMI Approved and Registered Centre Handbook | | January Contract between the main Centre and the Quality CMI Centre visits

5 To Registering a Satellite What is a third party/satellite relationship?40 Section 12 - Policies and Procedures Requirements41 Section 13 - Ministry of Defence (MOD) Introduction to the CMI MOD Registration packs, submitting assignments for EA Referrals of CMI Appeals and MOD Centre/Learner FAQs45 Section 14 - Additional Maintenance of Information on the CMI Additional Guidance for Scottish Centres49 Appendix 1 - Supporting Documents50 Appendix 2 - Glossary51 Appendix 3 - Service Level Customer Learner transfers, withdrawals and Confirmation and Issue of Learner Replacement External Quality Product Development56 CMI Approved and Registered Centre Handbook | | January 20226 IntroductionIntroduction to the CMI Centre HandbookThisdocumentprovidesguidanceforo rganisationswishingtobecomeCMIA pprovedorRegisteredCentresand for CMI Centres delivering CMI qualifications and/or ,internationallyrecognised,researchled,f uturereadyqualifications.

6 Us and enhance your credibility in the websiteDetailed information on CMI qualifications can be found Values Professional Progressive Passionate PracticalCMI Strategic ObjectivesThe strategic objectives set by the Board of Trusteesare to:1 Grow partnerships to increase the number of Chartered & qualified managers & leaders Create the right integration of products, propositions and channels for our customers Build the CMI brand as thought leaders in management practice Be the professional home for management & leadership Develop global mindset and presenceDelivering on our MissionWithawealthofpracticalqualificati ons,events,andnetworkingopportunitiesono ffer, fact, we have more than 120,000people trainingto be better managers right.

7 WearetheonlyorganisationthatcanawardChar teredManagerstatus the ultimate management for 2020/211 Correct at December 2020 CMI Approved and Registered Centre Handbook | | January 20227 Ourthoughtleadership,researchandonlinere sourcesprovidepracticalinsightforbothtod ay ,000plusmembershipcommunity when speaking to policy and its role as an Awarding BodyCMIisaspecialistAwardingBodythatoffe rsawiderangeofqualificationsinManagement andLeadership,Coaching and Mentoring, and Professional Consulting. CMI has four regulators: Ofqual (England) Qualifications Wales (Wales) Scottish Qualification Authority Accreditation (SQAA) (Scotland) CCEA Regulation (Northern Ireland)CMIisregulatedasanorganisationas awholeandismonitoredonareassuchasgoverna nce,safeguardsonchangeofcontrol,conflict sofinterest,availabilityofadequateresour cesandarrangements,identificationandmana gementofrisks,managementofincidents, ,peopleandrecordsasrequired,andfullycoop eratewiththeirmonitoringactivities,inclu ding(butnotlimitedto)providing access to any premises used (including Satellite Centres).

8 ; ,CMIhasaqualityassurancemodelwhichmonito rs and maintains our standards for the delivery and assessment of CMI Approved and Registered Centre Handbook | | January 20228 Section 1 - CMI Membership to unleash their potential and become skilled, confident and successful managers and ,includingvideos,practicalchecklists,E-b ooks,insightsandmuchmore, ,trackandreflecton all of their learning and experiences with the Continuing Professional Development (CPD) ,no-nonsensesupportthathelpsthemmakebett er,faster and smarter decisions. See CMI details on the following: ManagementDirect Career Development Centre Mental Health Support Services Mentoring Chartered Manager Chartered Management Consultant Continuing Professional Learner MembershipAllCMIL earnersatCMIC entresareautomaticallyprovidedwithfreeAf filiatemembershipoftheCMIuntilthe completion of their , their membership enrolment, and will be sent details of the benefit of their new CMI completion of a qualificationSomeLearnersregisterformore thanonequalification.

9 OnlywhenallqualificationsthattheLearneri sregisteredforhavebeencompletedwilltheyb eadvisedaboutcontinuingtheirmembership. LearnerswhohavecompletedanInstituteofCon sulting(IC)qualificationreceivealetterdi rectingthemtotheICwebsitefor further information about IC membership and smemberbenefits,withregularreminders as to how they can continue their CMI membership following the free their free period of membership and will be signposted to how they can renew their induction to CMICMI requires all Centres to provide learners on CMI qualifications with a full induction to CMI. This inductionmust include the following.

10 CMI Approved and Registered Centre Handbook | | January 20229 Information about CMI including member benefits such as online study support throughManagementDirect CMI membership details and how to register The CMI Community includes the opportunity to network with other managers from a wide range ofindustries, regional and online events and the opportunity to be mentored by industry leaders andto mentor ,andyourEngagementteamwillbeable to guide you on utilising Approved and Registered Centre Handbook | | January 202210 Section 2 - CMI roles and roles and ResponsibilitiesThe service level agreements for the Customer Service, the External Assessment, the Quali