The CISI has recognised even though we offer a wide range of CPD opportunities online, there are exceptional circumstances where members may not be able to meet the members CPD requirements due to the current COVID-19 situation.
Therefore, in exceptional circumstances, those members on the 35 hours CPD scheme, are able to request to defer up to a maximum of 10 CPD hours to the next CPD year. The hours of deferment will be calculated based on the proportion of the CPD year passed and CPD hours completed. The request for CPD deferment is applicable for all CPD years ending prior to April 2021. Please note that all requests must be supported by your firm.
There is no deferment of CPD hours available to members on the 10 hours CPD Scheme
The following circumstances can count as ‘exceptional’:
When members during the current pandemic:
- are needed to carry out extra duties to manage risks, and/or to provide support, to consumers and businesses during the current situation
- have caring responsibilities, such as having to care for a partner, child, parent, grandparent or sibling
- have difficulties accessing CPD material, for example, due to technical difficulties or unavailable material, and
- Where it is not realistic to expect the individual to fulfil CPD requirements.
Please note the concessions offered for statutory leave are still applicable as per section 9 of the CPD policy.
To apply please complete this application form
and email to the CPD Team at firstname.lastname@example.org
. All requests must be supported by a firm. For those members currently not at a firm, these applications will be reviewed on an individual basis.
Similar concessions are offered to SPS holders and members affected by the Insurance Distribution Directive. Information on this can be found on the RDR CPD guidance
. Please note this concession is not offered to members affected by the new Defined Benefit Pensions requirement to be implemented from the 1st October 2020.
Recording non-CISI CPD
Activities of other professional bodies or training providers may still be admissible, but all CPD logged has to be professionally relevant to the member. Members may need to demonstrate the professional relevance of an entry on their CPD log should this be requested by the CISI.
The Institute reserves the right to decline CPD activity that does not meet its requirements. Please email email@example.com with any questions regarding the relevance of certain activities.
Certificate of Attendance for 3rd Party CPD (editable PDF)
Certificate of Attendance for CISI Mentoring Scheme (editable PDF)