Developing a CPD programme

Continuing Professional Development (CPD) is a key requirement of CII membership and provides vital support to members to keep their skills and knowledge up-to-date and, in turn, remain competent to perform their job.

As a local institute your key objective is to offer a local CPD programme to support your members to complete the required minimum of 35 hours of CPD each year.

An overview of the CII's CPD scheme can be downloaded below.

The number of hours you are required to provide locally depends on the size of your institute. The following numbers are recommended as best practice:

≤500 members - min of 5 events or 7 hours
501 - 1000 members - min of 8 events or 14 hours
1001 - 2000 members - min of 12 events or 20 hours
2000 - 3000 members - min of 14 events or 22 hours
≥3001 members - min of 16 events or 24 hours

Your council will have experience of organising local CPD events however you should have in place a council member to oversee your local programme.

The programme you put together must benefit your entire membership, with a balance of technical, market knowledge and business skills. These can take the form of seminars, workshops, training courses, conferences and educational visits.

It’s also good practice to incorporate study or revision sessions into your programme. This could possibly be done in collaboration with neighbouring institutes, to make it more cost effective and to ensure good turnout is achieved.

As President it will be up to you to set a schedule for your programme and to use your contacts, and those of your council, to find speakers to fill your programme.

Set your budget, mapping out how much can you should spend on CPD activity. You will need to identify a mix of free and paid-for events that meet your event target whilst taking into account venue and catering costs.

The venue you choose for your local events should achieve a balance of price, service, desirability and convenience. It must meet the required access, equality and diversity and health and safety standards.

Sponsorship can play a vital role in local institute activity, allowing flexibility towards costing to members and to the quality and versatility of the event.

Promote your events once they are booked, make sure they are added to your website and diarise dates to start promotion via e-flyer (no later than four weeks before the event). Your CPD officer should liaise with your website or communications officer. Ensure all these communications are targeted.

Use the online booking facility on your website: It can save both time and hassle. Your Regional Membership Manager can talk you through this tool. The guide can be accessed via the website content management system which sits on the TOOLS section of this site available once you log into the site.

Regional CPD events may be an option to consider. A joint event can provide greater resources to attract high profile presenters whilst helping to share the workload and explore key topics in more detail. Talk to your regional colleagues to explore the possibilities.

It is always good practice to fully brief your speaker prior to the event and ensure that they sign up to the CII approved speaker guide and speaker code of conduct which can be downloaded below.

An events checklist should be completed by two people from your institute to confirm that every consideration has been given to planning your event to prevent any unintentional indirect discrimination.

This checklist should be kept on file for future reference should the need arise.

If you indicate that remedial action is required, you should endeavour to take any such action and note this on page two of the form below, even if the decision is that there is no remedial action that can be taken.

Download the form below.

National CPD support initiatives

To help complement your local programme, the regional membership team creates an annual CPD national offering.

The national offering is promoted in Q1 of each year and provides you with access to a diverse range of CPD events, which can be booked through the regional membership team.

You can also use the online Speaker Database that features a range of speakers and topics, which is accessible through the TOOLS tab once you log in through the My LI tab. The speaker list can also be used to find contacts for dinners and social events.

The regional membership team have also developed a range of online audio CPD presentations that members can access at their convenience. The latest presentations can be found on your local institute website, with additional content added on an ongoing basis.

Presentations are uploaded centrally and promoted to members on your behalf, further increasing the CPD programme offered by your institute and catering for members who historically may not have a relationship with your local institute.

The CII also provides access to further event resources via its Face-to-Face Training and Broker Academy services.

Institutes can use these to identify relevant topics and then either book trainers to deliver events or simply promote locally offered scheduled courses to supplement their own activities. All CII exam units, as well as a comprehensive range of general insurance and financial services technical and soft skill subjects are available. Visit www.cii.co.uk/training for details.

The Broker Academy’s training programme delivers a mix of targeted technical, business and soft skills courses at fifteen locations across the UK. For more information visit www.cii.co.uk/brokeracademytraining

Post-event feedback

Post-event feedback is now an essential part of your CPD offering as it enables you to consider how your members view your CPD offering to ensure that you can develop your programme and meet your members' needs.

You can identify trends both positive and negative which will help you to shape your programme and ensure members continue to engage with your institute for their CPD needs.

Feedback forms can be created with your institute branding, via the online template tool, which is accessible through the TOOLS tab once you log in through the My LI tab. You can also create attendance certificates to send to your attendees.

Completed forms should then be mailed to the regional membership team who will analyse on your behalf.

Speak to your Regional Membership Manager if your institute has yet to take up this service.

CII event accreditation

Accreditation is a recognised industry quality kite mark for learning events ensuring that these are delivered to the highest possible standards and deliver tangible benefits to help members meet their professional development needs.

CPD event accreditation facilitates a best practice approach to local event delivery, this in turn:

Ensures clarity around the content and learning objectives of your events
Enables members to make informed decisions about the training they undertake
Provides evidence of your institute’s ability to deliver high quality training enhancing your institute’s reputation.

After each CPD event you should issue a feedback form at the end of each event and if you wish a certificate of attendance. These can be created via the Template Tool which is accessible through the TOOLS tab once you log in through the My LI tab.

In following these standards and policies your institute will ensure that:

Members can easily identify the potential value and relevance of the event.
The training is delivered to the highest possible standards.
The event provides tangible benefits to members, supporting their professional development and satisfying their CPD requirements.
Your events can be branded and marketed as CII CPD compliant.

You must renew your accreditation status each year; it is a simple process that will now be part of your annual returns. You simply need to provide evidence around two of your physical events, this includes:

Speaker PowerPoint slides.
Feedback relating to CPD event.

Your Regional Membership Manager will be happy to advise and talk you through the process.

As part of this process you will need to include a number of policies on your local institute's website.

Draft copies can be downloaded below, these should be collated and uploaded onto the policies section of your website.