Continuing Professional Development

Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector.

We know just how important CPD is, which is why all CISI members, excluding student members, are required to meet our mandatory CPD requirements.

What is CPD?

CPD stands for Continuing Professional Development. It’s the process of learning and developing your knowledge and skills whilst you work. This shows colleagues, clients and the regulator that you are committed to upholding your competence.

At the CISI we offer you a wealth of opportunities to develop your expertise through online resources, events and publications, and document your progress.

CPD with the CISI

Completing CPD is a display of commitment to individuals’ roles and their wider profession. Members are therefore awarded a certificate on completion of each CPD year. This certificate, alongside their personal CPD record, is tangible evidence of a dedication to ongoing professionalism.

Completion of full CPD years also provides members with many opportunities. Alongside the correct qualification, it allows members to apply for a Statement of Professional Standing – necessary for all practising retail investment advisers regulated by the FCA, and, alongside other criteria, enables members to apply for an individual charter. CISI members have access to first-class CPD resources to help them maintain and develop their skills and knowledge, all of which earn CPD hours. These resources include hundreds of on-demand videos with CISI TV, over 200 Professional Refresher elearning modules, over 500 CPD events and webinars and access to our award-winning magazine, The Review, both digitally and in print.

Any CISI CPD activities are automatically added to a member’s CPD record. To get started, visit your membership portal, MyCISI.

For CISI members on Self-Declare CPD Scheme

If you are on the CISI Self-Declare CPD Scheme (10 hours of CPD) and have not yet self-declared your CPD, your CISI membership is at risk of lapsing at the end of your membership year. 

The good news is that it takes less than 30 seconds to self-declare your 10 hours of CPD to meet your requirements.

How to Self-Declare your CPD

  1. Click here to visit your CPD log
  2. Scroll down and then tick the CPD year declaration
  3. Click 'Submit' and you’re done.



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 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.

What does this mean for me?

To find out what exactly the new CPD changes mean for you select your membership level

Chartered members, CFPTM and SPS holders
All other members excluding students


Policies & documentation

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 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)

Members who log CPD with CII and Competent Adviser can upload their CPD logs directly on to the CISI CPD log.
The above two YouTube videos show a step-by-step process of the export and upload process.

 Certificate of Attendance for CISI Mentoring Scheme

How you can gain CPD

The CISI’s CPD scheme is designed to reflect professional requirements. All activities are categorised into two types of learning, referred to as structured and unstructured. The CISI recommends members complete 35 hours of CPD per year, of which a minimum of 21 must be structured and a maximum of 14 may be unstructured.


Structured CPD is defined as an activity undertaken for the express purpose of learning. Examples:

I have attended a:
  • Company briefing/update/ team meeting with an explicit briefing remit
  • Exam training course
  • Conference or CPD event
  • Seminar Training course
  • Workshop Professional forum
I have developed others by:
  • Chairing or presenting at a profession-relevant event
  • Member of professional-sector-related board, panel or committee
  • Developing and assessing exam questions
  • Syllabus exam panel
  • Training or briefing staff and colleagues on profession-relevant topics
  • Writing professional articles, workbooks and journals
  • Contributing towards learning materials
I have watched or listened to:
  • Verifiable webcast
I have undertaken:
  • Exams
  • Verifiable eLearning
  • Exam revision material
  • Studying material
I have read:
  • Quality educational material with specific learning outcome


Unstructured CPD includes unplanned activities, where there is no predetermined learning objective and outcome. This also includes unaccompanied learning activities. Examples:

I have attended an:
  • Informal meeting with no predetermined learning purpose
I have developed others by:
  • Informal coaching and mentoring staff on profession relevant topics
I have watched or listened to:
  • Television programmes on relevant topics
  • Unverifiable podcasts
  • Unverifiable webcasts
  • Unverifiable live webstreams
I have undertaken:
  • Research
I have read
  • Financial Times
  • CISI’s The Review
  • Trade magazines
  • Online news services
  • Professional journals