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

  • Wednesday 27 November

    IBOR Transition Workshop

    Wednesday 27 November

    More information
  • Friday 22 November

    MoneyWeek - Wealth Summit

    Friday 22 November

    More information
  • Thursday 5 December

    Plan to Grow: The essential event to bring you up to date on trends in the EIS & BR markets

    Thursday 5 December

    More information
  • Various Dates

    AIC - Investment trusts in financial planning

    Various Dates

    More information
  • various dates

    LGIM's Investment Series

    various dates

    More information
  • Various Dates

    How to Add Client Value Through Charitable Giving Advice

    Various Dates

    More information
  • January - March 2020

    STA Diploma Part 2 - Suitability

    January - March 2020

    More information
  • October - December 2019

    STA Diploma Part 1 - Suitability

    October - December 2019

    More information
  • Various Dates

    KAIZEN: SFTR Reporting

    Various Dates

    More information
  • Various Dates

    KAIZEN: EMIR Trade Reporting

    Various Dates

    More information
  • Tuesday 18 June

    PIMFA COMPLIANCE CONFERENCE 2019

    Tuesday 18 June 2019

    More information
  • Thursday 23 May 2019

    Spring Retirement Seminar

    Thursday 23 May 2019

    Discount Code: CISIMR2019

    More information
  • Various Dates | Various Locations

    Financial Adviser Training

    Various Dates | Various Locations

    More information
  • Various Dates

    AIC Learning Zone

    Various Dates

    More information
  • DATE TBD

    Power of Attorney 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

    Junior ISA Key Facts

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • DATE TBD

    ISA Transfers Workshop

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • DATE TBD

    ISA Repairs & Voids Workshop

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • DATE TBD

    ISA Applications Workshop

    DATE TBD

    Discount Code: CISIMR2019

    More information
  • Various Dates

    TISA ISA Applications Workshop

    Various Dates

    Discount Code: CISIMR2019

    More information
  • 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

    Jupiter Merlin Portfolios Roadshow 2019

    Various Dates

    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

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

  • Package A: Annual Fee + 10 Endorsed Activities - £2500
  • Package B: Annual Fee + 25 Endorsed Activities - £5000
  • Package C: Annual Fee + 50 Endorsed Activities - £8750
  • Pay As You Go: Annual Fee £750 plus £250 per Endorsed Activity

More information

To find out more please contact:

 EndorsedCPD@cisi.org