What is CPD?

CPD stands for Continuing Professional Development. It’s the process of learning and developing your knowledge and skills whilst you work. This shows colleagues, clients and the regulator that you are committed to upholding your competence.

At the CISI we offer you a wealth of opportunities to develop your expertise through online resources, events and publications, and document your progress.

CPD with the CISI

Completing CPD is a display of commitment to individuals’ roles and their wider profession. Members are therefore awarded a certificate on completion of each CPD year. This certificate, alongside their personal CPD record, is tangible evidence of a dedication to ongoing professionalism.

Completion of full CPD years also provides members with many opportunities. Alongside the correct qualification, it allows members to apply for a Statement of Professional Standing – necessary for all practising retail investment advisers regulated by the FCA, and, alongside other criteria, enables members to apply for an individual charter. CISI members have access to first-class CPD resources to help them maintain and develop their skills and knowledge, all of which earn CPD hours. These resources include hundreds of on-demand videos with CISI TV, over 200 Professional Refresher elearning modules, over 500 CPD events and webinars and access to our award-winning magazine, The Review, both digitally and in print.

Any CISI CPD activities are automatically added to a member’s CPD record. To get started, visit your membership portal, MyCISI.

Guidance

Policies & documentation

Recording non-CISI CPD

Activities of other professional bodies or training providers may still be admissible, but all CPD logged has to be professionally relevant to the member. Members may need to demonstrate the professional relevance of an entry on their CPD log should this be requested by the CISI.

The Institute reserves the right to decline CPD activity that does not meet its requirements. Please email cpdscheme@cisi.org with any questions regarding the relevance of certain activities.

 Certificate of Attendance for 3rd Party CPD (editable PDF)
 Certificate of Attendance for CISI Mentoring Scheme (editable PDF)

Members who log CPD with CII and Competent Adviser can upload their CPD logs directly on to the CISI CPD log.
The above two YouTube videos show a step-by-step process of the export and upload process.

 Certificate of Attendance for CISI Mentoring Scheme

How you can gain CPD

The CISI’s CPD scheme is designed to reflect professional requirements. All activities are categorised into two types of learning, referred to as structured and unstructured. The CISI recommends members complete 35 hours of CPD per year, of which a minimum of 21 must be structured and a maximum of 14 may be unstructured.