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 7 events or 10 hours
1001 - 1500 members - min of 10 events or 14 hours
1501 - 2000 members - min of 12 events or 16 hours
2001 - 3000 members - min of 14 events or 20 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.

For large scale events we would advise that a risk assessment be carried out, venues should have this in place but if not please find a form to download below.

Developing online CPD programmes

Continuing professional development is one of the cornerstones of professionalism – and it is a requirement for all qualified members of the Chartered Insurance Institute.

Restrictions on face to face contact and non-essential travel encouraged the majority of local institutes to successfully move their CPD programmes online.

The regional membership team sent a survey to all local institutes over the summer to ascertain how the team could support this online activity further – 54 out of the 56 institutes responded.

Key survey findings:

75% of institutes would like further support in developing online CPD
65% of institutes have seen an increase in member attendance to online activities
Market updates, regulatory insights and technical CPD would need to be covered
Institute collaboration is a must to create consistency
Added value delivered centrally would be appreciated

On the back of this feedback the regional membership team has now developed a process to support institutes choosing to conduct a regional CPD offering, facilitating greater cost-effectiveness, and ensuring there is a level of consistency with regards to online CPD across a region.

Download the guide below.

National CPD support initiatives

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

This offering is promoted throughout the year and provides you with access to a diverse range of CPD events, which are accessible through the tile on the homepage of Network Know-how. The speaker list can also be used to find contacts for dinners and social events.

The CII and CII Societies have also developed a range of online audio CPD presentations and podcasts 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.

The CII also provides access to further event resources via its training facility.

The diversity of their course programme and breadth of corporate services makes it a one stop-shop training provider. The CII works in partnership with employers to develop relevant and cost-effective training solutions that are driven by business needs and deliver lasting results.

Institutes can also 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.

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.

The most efficient way of conducting feedback is to use the facility on the online booking system, which you can set to be issued to event attendees automatically.

A summary of responses is then collated and provided by the system. You can also create and issue attendance certificates via the online booking system.

Speak to your Regional Membership Manager if your institute has yet to introduce the online booking and survey facility.

If you need to send a printed version of a feedback form one can be downloaded below. Please note it is best practice to use your web CMS.

CII CPD Event Accreditation

What is CPD Accreditation?

Accreditation is a recognised industry quality kite mark for CPD events, ensuring they are delivered to the highest possible standards and offer tangible benefits to help members meet their continuing professional development needs.

Institutes who hold CII CPD Accreditation are able to use the CII CPD logos on their event marketing.

Why is CPD Accreditation important?

Accreditation is important as it:

Ensures clarity around, and the quality of, the content 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 to your members
Enhances your institute’s reputation
Ensures your events can be branded and marketed as CII CPD compliant

What is required for a CPD event to meet accreditation standards?

To meet accreditation standards, all CPD events must have:

A reputable speaker with relevant experience and/or credentials
Relevant subject matter
A minimum of three learning objectives
Learning objectives clearly displayed at the beginning & end of presentations (PowerPoint slide templates for your institute are in the ‘Stationery’ section of ‘My LI’)
Learning objectives on all marketing materials
An event listing on your institute website
A post-event survey sent to all participants and a record kept of all responses (you can do this through the ‘Survey’ tool on each event page of your websites CMS)

What is reaccreditation, and why is it important?

To ensure accreditation standards are being met across the network, the Regional Membership Team (RMT) audits the Local Institute CPD programmes each year after 31 May. This is important as it:

Ensures members are receiving the highest quality training from their institute
Identifies areas of best practice which can be shared across the network
Highlights any areas requiring improvement

What does the annual CPD Accreditation audit involve?

From May 2022, 5 Local Institutes will be selected each year for a detailed audit of six months’ worth of their CPD event programme. The chosen institutes will need to provide the following evidence for all CPD events within a six-month period in the previous presidential year:

Speaker PowerPoint slides (including at least 3 learning objectives at the start and end)
Collated feedback for CPD events
Marketing materials (including at least 3 learning objectives)

Once the evidence for each institute has been reviewed a report will be compiled, and a meeting held between each institute and the RMT to discuss the findings.

Each year, a redacted audit report will be made available to all Local Institutes highlighting areas of best practice and areas for improvement (no information which could identify specific institutes will be published).

All other Local Institutes will need to submit the following evidence each year as part of the Annual Return:

Speaker slides from two events (including at least 3 learning objectives at the start and end)*
A declaration confirming the CPD programme meets the CII CPD standards

Your Regional Membership Manager will inform you of your institute's accreditation needs at the start of each year.

*If you do not use the survey tool on the CMS event page of your website, you will also need to upload the collated feedback forms for each of these events.