Endorsed CPD activities are those that have been reviewed and judged to be of high quality and relevance to CISI members. All Endorsed CPD Activities have clear learning outcomes, appropriate materials and suitably qualified presenters and tutors.

 

ENDORSED CPD RESOURCES

ENDORSED CPD EVENTS AND WEBCASTS

  • Various Dates

    TISA Lifetime ISA Workshop

    Various Dates

    Discount Code: CISIMR2019

    More information
  • Various Dates

    TISA ISA Qualifying Investments Workshop

    Various Dates

    Discount Code: CISIMR2019

    More Information
  • Various Dates

    TISA ISA Applications Workshop

    Various Dates

    Discount Code: CISIMR2019

    More information
  • Various Dates

    Treating Customers Fairly - MI & Governance

    Various Dates - London

    Discount Code: CISIMR2018

    More information
  • Various Dates

    Treating Customers Fairly - MI & Governance

    Various Dates - Edinburgh

    Discount Code: CISIMR2018

    More information
  • Various Dates

    Jupiter Merlin Portfolios Roadshow 2019

    Various Dates

    More information
  • 14-18 September 2020

    Plan To Grow

    14-18 September 2020

    More information
  • DATE TBD

    ISA Applications Workshop

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • DATE TBD

    ISA Repairs & Voids Workshop

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • DATE TBD

    ISA Transfers Workshop

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • DATE TBD

    Junior ISA Key Facts

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • Various Dates

    The Essentials of Client Money

    Various Dates

    Discount Code: CISIMR2019

    More information
  • DATE TBD

    Power of Attorney Key Facts

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • Various Dates

    KAIZEN: EMIR Trade Reporting

    Various Dates

    More information
  • Various Dates

    KAIZEN: SFTR Reporting

    Various Dates

    More information
  • various dates

    LGIM's Investment Series

    various dates

    More information
  • Various Dates

    BMO Adviser Edge: On the Road

    Various Dates

    More information
  • Various Dates | Various Locations

    AIC: Investment Trust Online Training

    Various Dates | Various Locations

    More information

Current endorsed CPD providers

The endorsement process

Endorsement package purchased or PAYG scheme chosen
Application form & learning materials submitted
Application form & learning materials reviewed
Invoice and payment (PAYG scheme only)
Criteria met: endorsement granted
Criteria not met: changes requested

Endorsement criteria

1 Relevance CPD activities must be relevant to CISI members, helping them to meet the requirements of the CISI CPD scheme.
2 Learning  outcomes CPD activities must have clear learning outcomes, setting out what a delegate should be able to know, understand or do as a result of the learning activity.
3 Content The content should meet the aims and stated learning outcomes.  It should be educational in nature, up to date and factually correct. To be classed as structured CPD, the activity must last for at least 30 minutes and the learning must be verifiable. CPD activities that meet other requirements but last for less than 30 minutes or are not verifiable will be classed as unstructured CPD.
5 Delivery CPD activities may be delivered in any appropriate format, including  but not limited to: face to face; online (live or recorded content); written word.
4 Learning materials All learning materials must be made available to CISI for review, including but not limited to: event programme; slides and speaker notes; delegate handouts; access to online material; copies of written word activities.
6 Personnel All tutors and presenters should be qualified to speak about their subject and must be able to train or present effectively.
7 Administration The Provider must have the necessary processes and procedures in place to support delegates before, during and after a CPD activity, including the ability to produce and retain the verification data required for structured activities

Fees

To become an Endorsed CPD provider, please see fees below:

Package typeFee
Annual Fee + 5 Endorsed Activities £1,750
Annual Fee + 10 Endorsed Activities £2,500
Annual Fee + 25 Endorsed Activities £5,000
Annual Fee + 50 Endorsed Activities£8,750
Pay As You Go Annual Fee £750 plus £250 per Endorsed Activity*
* When opting to pay as you go, one activity payment is required up front with the annual fee subscription

More information

To find out more please contact:

 EndorsedCPD@cisi.org