Your end-of-year CPD checklist

31-Oct-2017 09:31:00 / by The Insurance Institute

The Insurance Institute

Your End of Year CPD Checklist

With the end of the year fast approaching, the countdown to CPD compliance is on. This can be a busy and stressful time of year, so the last thing you need on top of a hectic work schedule and a long Christmas shopping list is the last-minute scramble to complete and submit your CPD.

Continuing Professional Development is an important aspect of your job and our industry, so we have created this checklist to help you get over the line, remain compliant with Central Bank regulations and get the most out of the content you complete.

You need to complete, record and submit all required CPD hours by 31 December.

Have you completed at least 15 hours?

If you hold an insurance designation (e.g. APA, CIP, MDI) or if you are a Grandfathered Person, you need to complete at least 15 hours of relevant CPD content every year.

It’s important to make sure that these 15 hours are appropriate for the designation you hold or the function you fulfil at work. Remember, 15 hours is just a minimum and you can complete as much CPD as you like.

If you hold an Advanced Diploma in Insurance (ACII) or Fellowship of the CII (FCII), your requirement is to complete 35 hours of CPD in a 12-month period. Learn more on the Chartered Insurance Institute’s website.

Have you completed an hour of ethics?

As an industry committed to protecting people when they need it most, it’s important that we are ethical in our work and ensure we always put the customer first. As a result, at least one of your 15 hours must relate to ethics. 

We always provide a number of lectures throughout the year on this topic, so look out for the ethics symbol beside e-learning modules or lecture listings.

Have you completed one hour related to the function you fulfil?

The Minimum Competency Code 2017 (MCC 2017) requires you to complete at least one hour per function you fulfil within your 15 hour requirement. Learn more about specified functions here.

For example, if you work in personal lines claims, at least one hour of the content you complete should relate to this product area – although we recommend you complete more than this to really get the most out of your CPD.

Have you recorded any non-Insurance Institute content?

If you attended any of our CPD Series lectures or completed our e-learning modules, we'll add this to your online CPD record automatically.

If your employer held an in-house CPD session or if you attended other industry events that were accredited by The Insurance Institute, you will need to add this to your record yourself, along with evidence of attendance or completion. Here's a video that may help!


Have you clicked submit?

Once you’ve completed and recorded your CPD hours, you need to log into your member area and click submit. Remember, you won’t be deemed compliant until you do this, so don’t skip this step!

Make sure to check everything that you have completed in the year is listed on your record before clicking submit.

Need more CPD hours?

If you have yet to make up your CPD hours for the year, don’t panic – we have a comprehensive programme of e-learning modules available.  

Have a question?

If in doubt, give us a call or drop us an email and we’d be happy to help. Contact us on 01 645 6670 or