This element categorises activities consisting of an interactive or participation-style format. Specifically, it is a proactive structured learning element. All active learning counts towards the RDR requirement for structured learning.

• Attending a training course, conference, workshop, seminar, lecture or CPD Event or company briefing/update/team meeting (with an explicit briefing remit):
  • All CISI conferences, workshops, training courses and CPD events will award a number of claimable hours dependent on the event type. The appropriate hours will automatically be allocated to the member`s CPD profile on confirmed attendance at the event.
  • Attending a relevant non-CISI training course, workshop or CPD event members will be entitled to claim up to and including six CPD hours for attendance per full-day training course, workshop or CPD event, or up to and including three CPD hours per half-day training course, workshop or CPD event.
  • Attending a CISI Professional Forum members will automatically be allocated the appropriate number of CPD hours to their CPD profile, for attendance and participation per forum.
  • Attending a company briefing/update/team meeting (with an explicit briefing remit) is considered Active Structured CPD.
• Sitting an examination:
  • Candidates sitting CISI exams will automatically be allocated the appropriate hours for the duration of the exam, on delivery of their results. For more information on CPD hours allocated for CISI examinations click here.
  • Relevant non-CISI exams are also admissible, but must be logged manually. An exam pass entitles the candidate to receive quadruple the original exam hours, in recognition of the preparation needed to pass an exam. Sitting a relevant non-CISI examination the candidate will be entitled to the appropriate hours for the duration of the exam, on condition of achieving a pass mark. Details to be entered into the outcomes box.
  • Studying and revision for an exam must be logged separately under self-directed learning.
• Accessing elearning:
  • Members accessing CISI Professional Refresher, IntegrityMatters or other relevant elearning facilities are entitled to claim the appropriate hours of usage as part of their active learning CPD category.

This element encompasses learning activities of a briefing nature rather than a participatory nature. It encompasses any event attendance that is not classified as active learning because there is no opportunity for audience interaction - the events are purely one-way. It is a more passive form of learning.

Some reflective elements count towards the RDR structured requirement whilst others count towards the unstructured requirement. Please see individual examples for guidance.

• Accessing CISI Infolink:
  • Members accessing CISI Infolink will automatically have the appropriate hours spent on this service allocated to their CPD profile.
  • Accessing CISI Infolink counts as unstructured learning under the RDR.
• Viewing relevant verifiable webcasts, podcast, web-streams, television and online interviews:
  • Members accessing appropriate industry verifiable webcasts, podcasts, web-streams and online interviews are entitled to claim the relevant hours of viewing as part of the reflective unstructured learning CPD category. Members accessing non-CISI webcasts must be logged manually and evidence of having undertaken this activity must be provided.
  • Accessing CISI TV (webcasts, podcasts, web-streams and online interviews) counts as structured learning under the RDR.
• Viewing relevant unverifiable webcasts, podcast, web-streams, television and online interviews:
  • Members accessing appropriate industry unverifiable webcasts, podcasts, web-streams and online interviews are entitled to claim the relevant hours of viewing as part of the reflective unstructured learning CPD category. Members accessing non-CISI webcasts must be logged manually and evidence of having undertaken this activity must be provided.
  • Accessing CISI TV (webcasts, podcasts, web-streams and online interviews) counts as structured learning under the RDR.
• Attending informal meetings:
  • Members who attend a meeting, that has no explicit predetermined learning purpose, but where relevant learning subsequently takes place are entitled to claim the appropriate hours of attendance as part of the reflective unstructured learning CPD category.

This element includes all unaccompanied learning activities undertaken by the individual member. Specifically, it is a solitary learning element; it covers reading of documents, articles and publications either in print or online. All self-directed learning counts towards the RDR requirement for unstructured learning.

For the purpose of CPD hours members may log as CPD the number of hours spent on self-directed activities.

• Reading industry relevant publications:
  • The Securities & Investment Review, Investment Management Review and the CISI Regulatory Update publication. The online versions of these are logged automatically.
  • Reading relevant CISI and non-CISI financial publications. The CISI retail financial book series is a comprehensive range of publications written by leading industry practitioners.
  • Reading industry journals and trade sector magazines. Members reading publications such as the FT, Investors Chronicle, or Economist.
  • Reading relevant industry briefings such as briefings from other bodies such as APCIMS or FCA.
• Studying from CISI (or other relevant) examination workbooks
• Exam revision
• Accessing relevant online news
• Undertaking relevant research

Development of Others concerns sharing a member’s knowledge and expertise for the benefit of others, in a variety of contexts. Some development of others elements count towards the RDR structured requirement whilst others count towards the unstructured requirement. Please see individual examples for guidance

For the purpose of CPD hours members may log as CPD the number of hours spent on self-directed activities. 

• Induction of a new member of staff:
  • Members inducting new staff are entitled to claim the appropriate hours spent as part of the development of others category.
  • Induction of new staff counts as unstructured learning under the RDR.
• Mentoring/teaching a new staff member
  • Members mentoring/teaching new staff are entitled to claim the appropriate hours spent as part of the development of others category.
  • Mentoring new staff member counts as unstructured learning under the RDR.
• Writing industry publications, learning materials and workbooks
  • CPD hours claimed can be equivalent to the time spent writing the article.
  • Time spent researching an article should be logged under self-directed learning.
  • Writing article counts as structured learning under the RDR.
  • Members contributing learning materials to relevant professional bodies (including writing in-house articles or contributing to financial services related websites) are entitled to claim the appropriate hours as part of the development of others category.
  • Contributing to learning materials and publications counts as structured learning under the RDR.
• Chairing at CPD events, conferences, & workshops
  • Members chairing CPD events, conferences or workshops will be entitled to claim double the appropriate CPD hours of attendance per event, in recognition of the additional preparation required for this activity. Half of these hours will fall under the development category, and the other half will fall under the active category.
  • For CISI events, these hours are allocated automatically.
  • Chairing events counts as structured learning under the RDR.
• Presenting at CPD events, training courses and conferences
  • Members presenting at CPD events, training courses or conferences will be entitled to claim triple the appropriate CPD hours of attendance per event, in recognition of the additional preparation required for this activity.
  • For presenters at CISI events, these hours are allocated automatically.
  • Chairing events counts as structured learning under the RDR.
• Member of committee, panels and boards
  • Members of formal committees, panels and boards, or other relevant bodies, will be entitled to claim the number of hours of attendance at the event as part of the development of others CPD category for each committee/panel/board meeting.
  • Attendance of these events count as unstructured learning under the RDR.
• Development & Assessment of relevant Examinations
  • Members developing and assessing exam questions for the CISI, or other relevant bodies, are entitled to claim one CPD hour per five multiple choice style questions written and six CPD hours for every case study style question written/marked.