Completing your CPD

Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services industry. It can be defined as "the systematic maintenance, improvement and broadening of knowledge, experience and skills, and the development of personal qualities helpful in the execution of professional duties throughout a career". The need to remain compliant and be informed of all new industry developments is paramount.

CPD Categories

The CISI has a specially designed CPD scheme allowing all members to log CPD under the same categories. The CPD scheme is free to members. All members will log CPD as Structured or Unstructured, details of how CPD is categorised are given below. Chartered members following the CISI CPD scheme will also have to complete one hour's 'development of others' CPD.

Structured

Structured learning/structured CPD must be a purposeful learning activity, ie, an activity undertaken for the express purpose of learning, such as a training course, or a company briefing on a new market, ie, where there are defined learning outcomes to be achieved, such as learning about a specified new market, or a specified new type of fund. It must be verifiable, eg, through attendance records, or through the independent logging of an elearning revision course. Please note that all structured CPD must be a minimum of 30 minutes. 

Maximum hours: 35
Minimum hours: 21

I have attended

  • Company Briefings/Updates / Team Meetings with an explicit briefing remit
  • Exam Training Course
  • Conferences
  • CPD Event
  • Lectures
  • Seminars
  • Training Courses
  • Workshops
  • Professional Forums

I have developed others by

  • Chairing or Presenting at an Industry Relevant Event
  • Member of an industry-related Board, Panel or Committee
  • Developing and Assessing Exam Questions
  • Syllabus Exam Panel
  • Training or Briefing Staff and Colleagues on Industry Relevant Topics
  • Writing Industry Articles, Workbooks and Journals
  • Contributing towards Learning Materials

I have watched or listened

  • Verifiable webcast with questions or test
  • Verifiable Podcasts
  • Verifiable Webcasts
  • Verifiable Live Webstreams

I have undertaken

  • Exams
  • Verifiable eLearning

I have read (Max 5 hours)

  • Reading quality educational material with specific learning outcome
  • Workbooks

Unstructured

This element includes all unaccompanied learning activities undertaken by the individual member. Specifically, it is a solitary learning element which is not verifiable; it covers reading of documents, articles and publications either in print or online. 

A maximum of 14 hours

I have attended

  • Informal meeting with no predetermined learning purpose

I have developed others by

  • Informal Coaching and Mentoring Staff on Industry Relevant Topics

I have watched or listened

  • Television Programmes on relevant topics
  • Unverifiable Podcasts
  • Unverifiable Webcasts
  • Unverifiable Live Webstreams

I have undertaken

  • Research
  • Studying
  • Exam Revision

I have read (Max 5 hours)

  • CISI's Change - the Regulatory Update
  • Reading Financial Times
  • Securities & Investment Review
  • Reading Trade Magazines
  • Online News Services
  • Reading Industry Journals
  • CISI's Investment Management Review
  • CISI's Mobile App