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The Case Management Society of Australia and New Zealand and Affiliates (CMSA) Certification sets the benchmark of
excellence in case management. Certified Practising Case Managers™ (CPCM) and Certified Case Managers (Non Practising)™
(CCMNP) adhere to the CMSA National Standards and National Code of Ethics for Case Management and are recognised for
their advanced education, experience, knowledge and skills by their colleagues, consumers and employers.
COPYRIGHT © 2017 Case Management Society of Australia and New Zealand and Affiliates (CMSA)
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REQUIREMENTS FOR CERTIFIED CASE MANAGERS™
KEY POINTS
All Certified Case Managers™ must undertake the pre-requisite hours of Professional Training and Development (PTD) over a three
(3) year term as a requirement of registration. This standard is set out in the Pathways to Certification for Certified Case Managers™
and the Re-endorsement process for existing Certified Case Managers™
The PTD activity claimed must be directed towards maintaining and improving a practitioner or professional’s competence in case
management practice. Continuing PTD activities should have clear goals and outcomes.
A PTD record should be kept to document details of activities completed.
In addition to a written PTD record, practitioners and professionals must keep evidence of completed PTD activities in a PTD
portfolio. This evidence should be retained for a three (3) year period and must be available for audit upon request by the CMSA.
All case management practitioners or professionals applying for National Certification (via Pathway 3 or Pathway 4) will be required
to submit details of seventy two (72) hours of PTD activities in the past three (3) years upon application to the CMSA. This
information is entered into the PTD Form A and PTD Form B.
All case management practitioners or professionals applying for Re-endorsement as a Certified case Manager™ (Year 4) will be
required to submit details of twenty four (24) hours of PTD activities in the past three (3) years - backdated from the date of their
previous endorsement (i.e. registration date) as a Certified Case Manager™ This information is entered into the Re-endorsed
Certified Case Manager™ Professional Training and Development (PTD) Form
Periodic audits will be undertaken by the CMSA to ensure that Certified Case Managers™ are compliant with the registration
requirements for National Certification. If audited a Certified Case Manager™ must produce their PTD portfolio of evidence within
twenty eight (28) days, from the date of notice issued by the CMSA to substantiate all claims of PTD activities as recorded within
PTD Form A and PTD Form B or the Re-endorsed CCM Form.
EXAMPLES OF PROFESSIONAL TRAINING AND DEVELOPMENT (PTD) ACTIVITIES
All activities must be relevant to the practitioner or professional’s vocational role (i.e. practical, managerial or theoretical) pursuant to
case management.
The following are examples of activities that qualify as PTD activities:
• Self-Assessment of professional practice through the participation in [as Supervisor] or completion of [as case management
practitioner/professional] the National Self Assessment (NSA) for case management; full or part thereof. Please note: the
e-publication [read only] is available in the CMSA E-library [available to Members only].
• Conferences, congresses, conventions, courses, forums, lectures, seminars, workshops and other professional educational
activities presented by the CMSA and/or under the auspices of academic institutions, commercial establishments or other
professional bodies.
• Educational activities provided by the applicant’s employer or practice entity, either in-house or externally by individuals or
organisations engaged by the employer and relevant to the applicant’s practice area or case management role.
• Tertiary courses presented by educational institutions. This may include a Certificate/Graduate Certificate or Diploma (either in
full or part thereof) from an approved Registered Training Organisation.
• Self-study courses, training and programs facilitated by the CMSA or an approved provider, including E-learning and distance
education.
• Preparation/publication of papers/articles [scholarly or peer reviewed].
• Oral presentation/s or panel membership for a professional audience.
• Self-directed e-learning activities (e.g. TED Talks, YouTube, iTunes U, Google Scholar).
• Membership of, or contribution to, a Specialist Interest Group (SIG).
• Industry presentations - face-to-face or by technology (e.g. Vodcast, Podcast, webinars, video conferencing, Internet, Go-To-
Training etcetera).
The above list should not be considered exhaustive ~ its purpose is to provide examples of the range of activities that may constitute
as PTD. If in doubt as to the validity of an activity an applicant should contact the CMSA for feedback.
COMPLETING THE PROFESSIONAL TRAINING AND DEVELOPMENT (PTD) FORMS: PTD FORM A & PTD FORM B
Detailed information and instructions for completing PTD Form A and PTD Form B is available from the CMSA website and the
Certification Application Guidelines.