CPD is intended to support the genuine development of individuals. The CII scheme is self-certifying and activities should only be recorded if they have assisted your professional development. CPD only becomes meaningful if a benefit has been achieved in a planned and structured way. Credits can only be accumulated if the activity has been completed.
| Development activity |
Definition |
Credits |
| Training courses and Workshops |
An interactive, participative course provided by a third party (internal or external) which sets clear objectives and learning outcomes. |
25
per course |
| Seminars and Webinars |
An informative presentation or series of presentations, on topics provided by internal or external subject experts (including those attended at conferences). |
15
per seminar/webinar |
| Structured discussions |
Discussions facilitated by a third party (internal or external). |
10
per discussion |
| On-the-job training |
Interactive and participative discussion and instruction by an internal subject expert. |
20
per subject |
| Training for others |
Providing interactive and participative discussion, lectures, tutoring and/or instruction for others which involves setting clear objectives and learning outcomes. |
20
per subject |
| Self-managed learning |
Personal learning on one subject (non exam related) which is formally assessed by a third party subject expert, e.g. distance learning where assignments are sent to tutors for marking. |
20
per subject |
| Internal Training |
Training packages which set clear objectives and learning outcomes and include assessment measures, for example an internal course and exam. |
20
per subject |
| Computer based training |
Online packages which set clear objectives and learning outcomes and include assessment measures. |
20
per subject |
| Attendance at college |
An interactive, participative course or programme provided by a third party which sets clear objectives and learning outcomes, e.g. revision classes, etc. |
25
per course or programme |
| Studying for an examination |
Any one examination offered by an examining body which is business related, including all related study. |
50
per subject |
| Examination setting and moderation |
Setting and moderating any examination offered by an examining body which is business related. Includes all associated study options. |
25
per exam |
| Technical authorship |
Writing articles, reports, books, instruction manuals, etc. which are published for use by others. |
25
per item |
| Reading online or paper based |
Technical and trade publications, fact files, bulletins/regular updates, manuals, professional briefs, journals, financial or trade press, podcasts and online lectures. |
15
for regular reading of online or paper based updates/press or one textbook or equivalent other reading |
| Professional institute/PFS regional network or trade body work |
Participation in meetings, focus groups, research initiatives, committees or technical events. |
15
per meeting or subject |
| Mentoring |
Providing instruction, guidance and support to trainees or examination students. |
15
per subject |
| Business development |
Developing new business products, systems or corporate strategy. |
20
per product or system |
| Individual informal study |
Use of videos/DVD's, TV programmes, audio tapes and other media. |
15
per subject |
Excluded activities
- Social activities in local or affiliated institutes or at work
- Exam invigilation (for CII exams or any other awarding body)
- Sales meetings and promotional meetings
- Routine day-to-day work
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