Records Retention

Acceptable Records
Records acceptable for CM are described in the various CM Categories.
Best Practice
Ideally, the Diplomate should establish a CM records folder which can be added to throughout the cycle. A single storage folder or location will also increase the chance that documentation will be available when needed. CIHs often leave valuable records at a previous employer when changing jobs.
Retention After the Diplomate has received the recertification letter and certificate from BGC™, records pertaining to the previous CM cycle will not be needed by BGC.  The Diplomate may wish to retain some records for personal, professional, and tax purposes but BGC does not require they be kept for purposes of its certifications.

Persons who have voluntarily surrendered their certification or have had their certification revoked should retain their records to accommodate future reactivation efforts.