Endorsed CPD activities are those that have been reviewed and judged to be of high quality and relevance to CISI members. All Endorsed CPD Activities have clear learning outcomes, appropriate materials and suitably qualified presenters and tutors.

 

ENDORSED CPD RESOURCES

ENDORSED CPD EVENTS AND WEBCASTS

Please kindly note that your CPD log will have to be manually updated as these are third party events.

  • Practical History of Financial Markets 2023

    10 -12 October 2023 | London

    More information

  • Practical History of Financial Markets 2023

    6 -7 November 2023 | Singapore

    More information

  • Investment Intelligence Webinar Q4 2023

    19 October 2023 | Webinar

    More information

  • Understanding Money Market Funds

    18th October 2023 | Webcast

    More information

  • Jupiter Merlin Portfolios Roadshow

    20 February to 14 March 2024

    More information

  • Knowledge Intensive EIS Webinar for Financial Advisers

    Tuesday 20th February 2024

    More information

  • SEIS Webinar for Financial Advisers

    Wednesday 21st February 2024

    More information

  • Getting estate planning right

    21 February 2024

    More information

  • Impact EIS Funds for Financial Advisers

    Wednesday 28th February 2024

    More information

  • FCA Thematic Review of Retirement Income Advice: Impact on your CRP

    28th March 2024

    More information

  • Adviser Investment Forum 2024: Politics and Markets

    More information

  • Wealth Management Summit

    6 - 7 November 2024 | London

    Our members have a 40% off ticket rate

    More information

  • Diversifying Alternatives

    20th November 2024, 10.30am (recorded and available to watch recording thereafter)

    More information

  • Investment Intelligence Webinar

    Tuesday 23 April 2024 at 10am

    More information

  • MPS performance update and global outlook Q1 2024

    More information

  • Tax Planning for Life’s Key Events

    More information

  • Skillcast Navigating Regulatory Challenges Seminar

    16/05/2024

    More information

  • Brooks Macdonald Retirement Income Advice roadshow

    23rd May - 27th June

    More information

  • Climate Finance Capacity Building Forum 2024

    9th December 2024

    More information

  • Understanding Sustainable Finance

    More information

Current endorsed CPD providers

                 

The endorsement process

Endorsement package purchased or PAYG scheme chosen
Application form & learning materials submitted
Application form & learning materials reviewed
Invoice and payment (PAYG scheme only)
Criteria met: endorsement granted
Criteria not met: changes requested

Endorsement criteria

1 Relevance CPD activities must be relevant to CISI members, helping them to meet the requirements of the CISI CPD scheme.
2 Learning  outcomes CPD activities must have clear learning outcomes, setting out what a delegate should be able to know, understand or do as a result of the learning activity.
3 Content The content should meet the aims and stated learning outcomes.  It should be educational in nature, up to date and factually correct. To be classed as structured CPD, the activity must last for at least 30 minutes and the learning must be verifiable. CPD activities that meet other requirements but last for less than 30 minutes or are not verifiable will be classed as unstructured CPD.
5 Delivery CPD activities may be delivered in any appropriate format, including  but not limited to: face to face; online (live or recorded content); written word.
4 Learning materials All learning materials must be made available to CISI for review, including but not limited to: event programme; slides and speaker notes; delegate handouts; access to online material; copies of written word activities.
6 Personnel All tutors and presenters should be qualified to speak about their subject and must be able to train or present effectively.
7 Administration The Provider must have the necessary processes and procedures in place to support delegates before, during and after a CPD activity, including the ability to produce and retain the verification data required for structured activities

Fees

To become an Endorsed CPD provider, please see fees below:

Package typeFee
Annual Fee + 5 Endorsed Activities £1,750
Annual Fee + 10 Endorsed Activities £2,500
Annual Fee + 25 Endorsed Activities £5,000
Annual Fee + 50 Endorsed Activities£8,750
Pay As You Go Annual Fee £750 plus £250 per Endorsed Activity*
* When opting to pay as you go, one activity payment is required up front with the annual fee subscription

More information

To find out more please contact:

 EndorsedCPD@cisi.org