CPD in the Finance sector
Overview of the Finance Industry
A wide range of professionals across the finance sector are required to complete Continuing Professional Development. CPD is a mandatory obligation to many professional bodies and associations, which includes accountants, tax and financial advisers, investments specialists and insurance professionals
CPD in the Finance Sector
Finance and Accountancy professionals should identify what additional skills are required to carry out their role effectively as well as build a CPD framework towards future career ambitions. CPD obligations vary within the finance & accountancy sector from 12 hours for a qualifying Institute of Financial Services student up to 35+ hours for fully qualified financial advisers, tax specialists, professional auditors, certified accountants and investments specialists. CPD is not restricted to solely technical advancement, but should also embrace training such as essential management, business and people skills.
CPD for Accountants
Accountancy CPD requirements can vary from 20 hours per annum up to 45 hours depending on both the accountancy specialism and the specific requirements of the institutional body concerned. The main Accountancy professional bodies requiring CPD include the Association of Chartered Certified Accountants (ACCA), Association of International Accountants (AIA), Chartered Institute of Management Accountants (CIMA) and the Institute of Chartered Accountants in England & Wales (ICAEW).
CPD for Tax Specialists
Professionals working within the tax area of the finance sector have mandatory CPD requirements to complete every year, of which 15 hours must be obtained from a structured training environment for members of the Association of Tax Technicians, and 20 hours for members of the Chartered Institute of Taxation.
CPD for Finance & Investment Advisers
The Financial Conduct Authority (FCA) has prescribed a minimum amount of CPD per year for finance and investment professionals. For example, the Institute of Financial Services (IFS) expects finance professionals to complete a minimum of 35 hours CPD learning every 12 months, of which 21 hours should be obtained from a structured training environment.
CPD for Auditors & Actuarial Professionals
Both auditors and actuarial professionals are required to complete regular CPD in order to maintain competencies
CPD for Insurance Specialists
All qualified members of the Chartered Insurance Institute (CII) are required to comply with the CII CPD scheme. Finance professionals working within the Insurance sector are typically expected to complete a minimum 35 hours of CPD (21 hours must be structured CPD) every year matching the annual requirements set by the Financial Conduct Authority.
- Association of Chartered Certified Accountants (ACCA)
- Association of International Accountants (AIA)
- Association of Tax Technicians (ATT)
- Chartered Institute of Management Accountants (CIMA)
- Chartered Institute of Taxation (CIOT)
- Chartered Institute of Public Finance & Accountancy (CIPFA)
- Institute of Financial Accountants (IFA)
- Institute of Accounting Technicians (IAT)
- Association of Accounting Technicians (AAT)
- Institute of Financial Services (IFS)
- Institute of Financial Planning (IFP)
- Chartered Insurance Institute (CII)
- Institute of Chartered Accountants in England & Wales (ICAEW)
- Institute of Chartered Accountants of Scotland (ICAS)
Stay in the loop with what's happening in the CPD Finance industry
Get industry-related content straight to your inbox
Thank you for subscribing
By signing up to our site you are agreeing to our privacy policy
Browse CPD Finance Training Providers
Financa
Gallagher
Gravitas Recruitment Group
IFM Investors (UK)
Better Society Capital
iM Global Partner
Omnevue
Carter Gem
Reorg Research
Neter Carbon Integrity Solutions
Evolution Infrastructure
Agicap
Client Fabric Tech
WeESG Group
Xledger UK
Adviser Home
TCAE
Acumen Global Academy
Talking Houses Nationwide
GSB Command Training
CPD Finance Courses and Workshops
Finance
Intellectual Property Master Class
Intellectual Property Office
Training Course
Finance
How to lead an effective meeting
CFGI UK
Webinar
Finance
Investigation Training – Recording And Securing Ev...
State21
Training Course
Finance
Computerised Payroll using Sage
Ideal Schools
Training Course
Finance
Effective Management Of Complaints
MedPro
Training Course
Finance
WTW Training Academy – Uncovering emerging risks f...
Willis Towers Watson
Webinar
Finance
Alternative Tax Efficient Investments. An Adviser...
Adviser Home
Literature
Finance
International Lending – Combined
HSBC UK
Webinar
Finance
Fire Risk Assessments (FRAs) CPD
Firntec
Webinar
Finance
ISO Management System Internal Audit Course
ISO Compliance Register
Training Course
Finance
Mastering Project Management for AP/P2P Teams
FISCAL Technologies
Workshop
Finance
Major Incident/Security Exercise
State21
Workshop
Finance
Shift Happens. The Rise of the Operational...
FloQast
Literature
Finance
Supplier Management for Finance Departments in 202...
FISCAL Technologies
Webinar
Finance
Corporate Anti Fraud half day Masterclass
FISCAL Technologies
Workshop
Finance
Executive Leadership Training
iGaming Academy Ltd
Training Course
Finance
Foreign Account Tax Compliance Act (“FATCA”) and C...
Complere Consulting
Webinar
Finance
Callisto Grand Summer School Introduction to Finan...
Callisto Grand
Training Course
Finance
Command And Control Of An Emergency/Major Incident...
State21
Training Course
Finance
Management of Intelligence Analysts and Researcher...
RISC - Research & Intelligence Support Centre
Training Course
CPD Finance Online & eLearning
Finance
Sage Business Cloud Accounting E-learning Programm...
Sage UK
Online Course
Finance
MBA Essentials
LSE Online
Online Course
Finance
Military Healthcare Ethics
King's College London
Online Course
Finance
Metaverse for Good
IBF Net Indonesia
Online Course
Finance
Anti Financial Crime Elements
Client Fabric Tech
Online Course
Finance
Managing the Risk II – Financial Crime Risk Manage...
Financial Edge Training
Online Course
Finance
Money Laundering Recap
Financial Edge Training
Online Course
Finance
Managing the Risk I – Due Diligence
Financial Edge Training
Online Course
Finance
FX Options
Financial Edge Training
Online Course
Finance
How to Hold an Effective Performance Management Co...
Financial Edge Training
Online Course
Finance
How to Manage Day to Day Performance
Financial Edge Training
Online Course
Finance
How to Give Feedback That Works
Financial Edge Training
Online Course
Finance
How to Delegate Effectively
Financial Edge Training
Online Course
Finance
LBO Management Incentives
Financial Edge Training
Online Course
Finance
LBO Dividend Recap
Financial Edge Training
Online Course
Finance
Accounting Foundations
Financial Edge Training
Online Course
Finance
LBO Add-On Acquisitions
Financial Edge Training
Online Course
Finance
Venture Capital Expert Interview
Financial Edge Training
Online Course
Finance
Islamic Communication
IBF Net Indonesia
Online Course
Finance
Major Dilemmas in Counterterrorism
King's College London
Online Course
CPD Finance Events
Decarbonisation for risk Managers in Finance
Supply chain risk management in financial institut...
Operational risk management workshop: CPS 230 read...
ESG integration into model risk management
Risk Live North America 2024
ALM and balance sheet management: advanced level
The new EU rules on data; cybersecurity & AI
Cullen International SA
The new EU rules on data; cybersecurity & AI
Cullen International SA
The new EU rules on data; cybersecurity & AI
Cullen International SA
Operational resilience and business continuity wor...
Stress-testing against climate risk
Risk model validation: implementation tools and te...
Risk model validation: implementation tools and te...
Risk model validation: implementation tools and te...
XLoD Global - London 2024 13th - 14th November
1LoD
Algorithmic and quantitative trading: fundamental...
Sustainability and climate-related financial discl...
FISD Level 2: data licensing
UK Cyber Week
Roar B2B
UK Cyber Week
Roar B2B
CPD Finance Articles
Get industry-related content straight to your inbox
Thank you for subscribing
By signing up to our site you are agreeing to our privacy policy