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1Eligibility Form
2Contact Information
3Certificate Name and Mailing Address
4Professional Experience
5Professional References
6Upload Supporting Documents
7Affidavit
  • If you cannot complete this application in one sitting, please use the provided Save and Continue Later option to save your progress. To complete your IMDDA application, you MUST complete all pages of this multi-page form and pay the CDDA application fee, which includes the testing fee of $450. If you are not currently a member, a one-year Professional membership ($425) or the PLUS membership ($1995 and includes the courses) is also required. You will have the opportunity to purchase a membership as part of the CDDA package at the end of this application. If your application is not approved, your payment will be refunded. IMDDA accepts credit cards and bank wire transfers.

  • Education

    Candidates who wish to take the CDDA Examination must have a minimum of 40 qualifying credits based on education, other professional certification, and professional experience in the Due Diligence field, in addition to providing 3 references.
  • Supporting documentation must accompany information submitted. You will have the opportunity to upload it on page 6, Upload Supporting Documents.

  • Professional Experience

    Each year of full-time experience in Due Diligence or related duties in a financial institution.
  • *Please enter the years of experience, not the number of credits. Please complete the Professional Experience Section on the next page

  • Training

  • Please enter a number from 0 to 3.
    Professional Certification (Financial Related) — (CPA, CPP, CRCM, CFE, CPE, CFA, CAIA, FINRA Series, etc.)
    Any certification program must include a minimum of eight (8) hours of instruction and a certification exam. 5 credits/certification (up to 15 credits total for professional training)
  • Please list the names and dates of each certification you are using to establish eligibility. You will be asked to upload copies of certificates and proof of valid membership in good standing on page 6, Upload Supporting Documents.
  • Please enter a number from 0 to 15.
    Attendance at a course/seminar/web seminar/conference/educational and or training session on the topic of due diligence or related subjects within the past year – (Includes internal and external training, training by a government agency and IMDDA training.
    1 credit/hour (up to 15 credits) Please enter the number of hours, not the number of training sessions
  • Please list the names of each course/seminar/web seminar/conference/educational and/or training session you are using to establish eligibility. You will be asked to upload copies of certificate(s) of attendance or receipt of payment from entity conducting training on page 6, Upload Supporting Documents.
  • You must have a minimum of 40 qualifying credits to proceed to the next step of the application.

  • You meet the eligibility requirements and can proceed to the next step of the application.

    PLEASE NOTE: YOU WILL NEED TO UPLOAD THE FOLLOWING REQUIRED DOCUMENTATION AT THE END OF THIS APPLICATION ON STEP 6, UPLOAD SUPPORTING DOCUMENTS:

    • Education: Copy of your educational degree (Bachelor's, Master's, PhD, JD, or Equivalent).
    • Professional Certification: Copy of certificate(s) and proof of valid membership in good standing if applicable.
    • Course, seminar, web seminar, conference, educational or training session: provide copies of certificate(s) of attendance or receipt of payment from entity conducting training. (You do not need to provide receipts or proof of IMDDA training.)

  • You must have a minimum of 40 qualifying credits to proceed to the next step of the application.

    Please check your information above and enter additional qualifying details to continue your application.
Save and Continue Later
  • You need to submit 40 validated credits before continuing the application.
  • No PO Boxes, please
Save and Continue Later
  • Please enter your name exactly how you would like it to appear on your certificate.
  • Please indicate where you would like your certificate mailed, if different from your contact information. No PO Boxes, please.
Save and Continue Later

  • TO BE FILLED IN ONLY FOR THOSE CANDIDATES WHO CLAIM CREDITS FOR EACH YEAR OF PROFESSIONAL EXPERIENCE IN THE Due Diligence FIELD:

    Work Experience Guidelines   When you apply for your CDDA membership, you will be asked to demonstrate and confirm that your professional work experience meets the following qualifications.  
    • Performing due diligence or similar tasks (e.g. verification, examination, auditing) in connection with any of the following investment activities:
    • Venture Capital
    • Private Equity
    • Hedge Funds
    • Mutual Funds
    • Derivatives
    • Purchase of companies in any industry
    • Other investments
      • Managing and supervising, directly or indirectly, individuals who perform due diligence
      • Teach and lecture on the topic of due diligence.
     

    For a job position to qualify, at least 50% of your time should be spent directly involved in the due diligence decision making process or producing a work product that informs or adds value to that process. Work must be full time. Due diligence involved in managing your own investments or the investments of your family or friends (without compensation) does not qualify.

  • You did not specify any years of professional experience in the eligibility section of the form. If you wish to add professional experience, please return to the first section and update your years of professional experience to do so.

  • From To Name of Employer Position/Title Actions
           
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  • Reference Requirements To qualify, three (3) professional references must be provided. Professional references must:
    • Be from individuals who have knowledge of your Due Diligence expertise and experience
    • Be from individuals who supervised you or clients
    • Provide degree of responsibility held in the performance of your job.
    • Comment on your related work experience, integrity, and professional character
    • Describe and confirm your responsibilities in the due diligence process, investigative or analytical procedures performed
    • Submit references directly to IMDDA
      Do not:
    • use anyone as a reference who falls under your supervision
    • use your relatives
    • serve as a reference for your own application

  • You did not specify any years of professional experience in the eligibility section of the form. If you wish to add professional experience, please return to the first section and update your years of professional experience to do so.

  • Name Company Name Actions
       
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    Required for all candidates Professional references must be individuals who have knowledge of your Due Diligence expertise and/or current position and the degree of responsibility held in the performance of your job. You should not use anyone as a reference who falls under your supervision. Do not use your own relatives, or members of the IMDDA staff as references. (Please note: all 3 references are REQUIRED.)
Save and Continue Later

  • Please upload the required documentation

    You may upload individual PDFs, GIFs, JPGs, or PNGs, for each item, or a zip file containing all relevant documentation. If the documentation is not in English, please provide a translation.

    • Education: Copy of your educational degree (Bachelor's, Master's, PhD, JD, or Equivalent).
    • Professional Certification: Copy of certificate(s) and proof of valid membership in good standing if applicable.
    • Course, seminar, web seminar, conference, educational or training session: provide copies of certificate(s) of attendance or receipt of payment from entity conducting training. (You do not need to provide receipts or proof of IMDDA training.)
  • Drop files here or
    Accepted file types: jpg, gif, png, pdf, zip, Max. file size: 10 MB, Max. files: 20.
      Upload accepts PDF, GIF, JPG, PNG, or zip files.
    Save and Continue Later
    • In order to complete your IMDDA application, you MUST continue to the next page and pay the CDDA application fee. If you are not approved, your payment will be refunded. If you are not currently an IMDDA member, please choose the option that includes a one year membership, as being a member in good standing is required for the CDDA. IMDDA accepts credit cards and bank wire transfers. To process a wire transfer, please choose Pay Later/Invoice, which will send an invoice with wire transfer instructions directly to your email address.
    Save and Continue Later

    Contact: daniel@imdda.org

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    Support: daniel@imdda.org | 917-602-9047

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    Child form to capture each job for CDDA application.

    • Dates of Employment:
    • MM slash DD slash YYYY
    • MM slash DD slash YYYY
    • (Do not use this space merely to refer to an attachment)

    Required for all candidates Professional references must be individuals who have knowledge of your Due Diligence expertise and/or current position and the degree of responsibility held in the performance of your job. You should not use anyone as a reference who falls under your supervision. Do not use your own relatives, or members of the IMDDA staff as references. (Please note: all 3 references are REQUIRED.)