The Chartered Insurance Institute’s CPD scheme is obligatory and applies as a condition of membership for all qualified members of the CII, the Personal Finance Society (PFS) and the Society of Mortgage Professionals.

Retired members who are no longer engaged in any insurance and financial services business do not have a requirement to complete CPD development and recording. Those partially retired members who perform consultancy or expert witness roles will be required to remain up-to-date by complying with the requirements of the CII CPD scheme in full. Members who are working in part-time roles have the same CPD requirements as those in full-time employment.

Non-compliance with the CPD requirements will affect a member’s rights to use a designatory or Chartered title which they have been granted.