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Suitable CPD activities

A range of activities may qualify as structured CPD if they address identified personal development needs. Unstructured CPD can also be included, defined as an activity that has met a learning outcome, but which may not have been specifically designed to meet that development need. Development activities should only be recorded if they have assisted your professional development. As a member you are bound by our Code of Ethics to be honest in your declarations.

Activity

Definition

Evidence to keep as proof *

Structured or unstructured

Training courses &
workshops

Interactive, participative course provided by employer or external third party which sets clear objectives and learning outcomes.

  • Attendance certificate or written/email confirmation of attendance from training provider or employer
  • Course/workshop outline or agenda showing what was covered and learning objectives
  • Presentation slides
  • Reflections on outcome

Structured – involves activity which has stated learning outcomes, activity designed to address these and some form of assessment or reflection; and addresses an identified learning need.

Conferences, seminars &
webinars

Informative presentation or series on topics provided by internal or external subject experts.

  • Attendance certificate, conference pass or some other written/email confirmation of attendance from event provider where possible
  • Event schedule showing what was covered and learning objectives (if applicable)
  • Reflections on outcome

Structured - involves activity which has stated learning outcomes, activity designed to address these and some form of assessment or reflection; and addresses an identified learning need.

Studying for exam

Any one examination offered by examining body which is business related, including all related study. Excludes time spent in an exam sitting.

  • Copy of qualification certificate or exam entry confirmation (if not CII)
  • Copy of exam syllabus (if not CII)
  • Information received from employer (if applicable)

Structured - involves activity which has stated learning outcomes, activity designed to address these and some form of assessment or reflection; and addresses an identified learning need.

Formal
discussions/
meetings

Facilitated by third party (internal or external), e.g. focus groups, research initiatives, committees or technical events. Excludes social events.

  • Meeting agenda or written details of purpose of discussion
  • Official minutes of meeting/discussion or written confirmation of participation by organisers
  • Written confirmation of participation by organisers (if not CII)
  • Copies of research results

Normally unstructured - involves activity which does not have stated learning objectives, and supporting activity and assessments designed to reinforce these. Typically cover identified learning points incidentally.

On-the-job training

Interactive & participative discussion and instruction by a subject expert.

  • Written confirmation from employer that training has taken place
  • Broad outline of what has been covered
  • Reflections on outcome of training

Structured - involves activity which has stated learning outcomes, activity designed to address these, and some form of assessment or reflection; and addresses identified learning need.

Training for others

Providing interactive & participative discussion, lectures, tutoring and/or instruction for others which involves setting objectives and learning outcomes.

  • Written confirmation from training organisers or copies of marketing literature for course showing you as the trainer
  • Copies of course outline, learning objectives & outcomes
  • Reflections on outcomes of training work in relation to learning and development needs

Preparation for training is structured, e.g. updating your knowledge on subjects, attending courses on developing training skills.
Delivery of training is unstructured - involves activity which does not have stated learning objectives, and supporting activity and assessments designed to reinforce these. Instead these typically cover identified learning points incidentally.

Self-managed
learning

Personal learning on one subject which is formally assessed by a third party subject expert, e.g. distance learning where assignments are sent to tutors for marking.

  • Confirmation of enrolment (if applicable)
  • Course outline showing content, learning objectives and outcomes
  • Copies of tutor marked assignments                     
  • Reflections on outcome of learning

Structured - involves activity which has stated learning outcomes, activity designed to address these, and some form of assessment or reflection; and addresses identified learning need.

E-learning

Online packages which set clear objectives and learning outcomes and assessment measures.

  • Confirmation of modules and/or assessments completed (can be screen printouts).

Structured - involves activity which has stated learning outcomes, activity designed to address these, and some form of assessment or reflection; and addresses identified learning need.

Exam setting &
moderation

Setting and moderating any exam offered by an examining body which is business related. Includes all associated study options.

  • Details of exams worked on (e.g. name, awarding body and content outline)
  • Written confirmation from relevant awarding body of participation (if not CII)
  • Reflections on outcomes of examining work in relation to your learning and development needs.

Preparation for the examn setting would be structured, e.g. updating your subject knowledge to inform your examining work. The moderation work would be unstructured (involves activity which does not have stated learning objectives, and supporting activity and assessments designed to reinforce these. Instead these typically cover identified learning points incidentally).

Technical authorship

Writing articles, reports, books, instruction manuals, etc which are published for use by others.

  • Copies of items you've written and details of the publications they appeared in or who they were distributed to
  • If you have written a book provide details, e.g. title, publisher, year of publication and ISBN number if applicable.

Structured - involves activity which; has stated learning outcomes, activity designed to address these; and some form of assessment or reflection; and addresses an identified learning need.

Reading & viewing

Technical and trade publications, fact files, bulletins/regular updates, manuals, professional
briefs, journals, financial or trade press, podcasts and relevant discussions via social media, e.g. LinkedIn Use of video (DVDs, You
Tube, websites, etc), TV, audio and other media.             

Category does not require evidence unless you wish to claim it as structured CPD activity (see notes in next column). In which case, please provide details of the learning outcomes or research reasons for undertaking this reading or use of other media.

Structured - reading has been done with a specific purpose in mind, e.g. to meet a specified learning and development need or because you are researching a topic for a work-based project and the material used has been produced to meet a specific learning outcome.
Unstructured - purpose is to keep up-to-date with what is happening in the industry at a general level or the material used has not been produced to meet a specific learning outcome.

Mentoring

Providing instruction, guidance and support to trainees or examination students.

  • Written confirmation from an employer (if applicable) or the mentee
  • Any reflections on the outcomes of your mentoring work in relation to your learning and development needs.

Preparation for certain aspects of mentoring would be structured, e.g. attending a training course on developing mentoring skills.


* If you are selected to have your CPD record audited it is not a requirement for you to send in supporting evidence at the point of audit. However, you should keep evidence of what you have done and be able to produce it if requested to do so in support of your CPD record.