

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
Clever Adviser Technology

Octo Members

International Regulatory and Compliance (IRC) Trai...

Benchmark Capital

Arkadiko Partners

Great Point Investments

EdTechX

AccountsIQ

Gravity Business Advisory

Institute of Accountants and Bookkeepers

Eric Barthe

PRP Global

Insurance Institute of East Africa

Ogier Global

Hayford Integrated Training Institute

Bright

Pension Income Planning
Heritage Wealth Advisory
In The Know
Wellth

CPD Finance Courses and Workshops
Finance
Intellectual Property Master Class
Intellectual Property Office
Training Course
Finance
Digital Skills Workshop for Charities: Google Anal...
The Access Group
Workshop
Finance
Secured Income and Defined Benefit Pension Advice
Pension Income Planning
Training Course
Finance
Module 3 – Effective Presentation Skills
Mansfield Building Society
Workshop
Finance
Tools for Leaders
Self Space
Training Course
Finance
Certified Training Manager
Learners Point Training Institute
Training Course
Finance
Effectively manage foreign currency exposure and r...
TTT Moneycorp
Training Course
Finance
HSBC UK Mortgage Fraud Prevention
Webinar
Finance
Tax Year End Planning
AAG Financial Education
Webinar
Finance
Statutory Sick Pay scheme and what we know so far
Bright
Webinar
Finance
Managing Individual and Team Performance
EST HR
Training Course
Finance
Working Under Pressure and Developing Resilience
EST HR
Training Course
Finance
Module 2 – Effective Conversation Skills
Mansfield Building Society
Workshop
Finance
Generation Impact Academy
The Conduit Connect
Training Course
Finance
Competent Manager
EST HR
Training Course
Finance
Key Function CEO Training
iGaming Academy Ltd
Training Course
Finance
Applied Professional Forex Trading (Mini MBA) With...
Sach Capital Limited T/A Traders MBA
Training Course
Finance
Implementing and Managing Change
EST HR
Training Course
Finance
Advanced Sales Program
Premium Credit
Training Course
Finance
Module 1 – Management Development Programme
Mansfield Building Society
Workshop
CPD Finance Online & eLearning
Finance
Sage Business Cloud Accounting E-learning Programm...
Sage UK
Online Course
Finance
MBA Essentials
LSE Online
Online Course
Finance
Section 793 Disclosures
FundApps
Online Course
Finance
The European Short Selling Regulation
FundApps
Online Course
Finance
Wellbeing
Hot Learning trading as Kallidus
Online Course
Finance
Working at Height
Hot Learning trading as Kallidus
Online Course
Finance
Manual Handling
Hot Learning trading as Kallidus
Online Course
Finance
Fire Safety
Hot Learning trading as Kallidus
Online Course
Finance
The Fundamentals of Insurance-Linked Securities (I...
Phoenix CRetro
Online Course
Finance
Post Acquisition
Financial Edge Training
Online Course
Finance
The PE Process
Financial Edge Training
Online Course
Finance
Due Diligence
Financial Edge Training
Online Course
Finance
How does a PE Fund Work?
Financial Edge Training
Online Course
Finance
What is a PE Fund
Financial Edge Training
Online Course
Finance
Closing Documentation
Financial Edge Training
Online Course
Finance
The Private Equity Associate
Financial Edge Training
Online Course
Finance
PE Deal Process Documents
Financial Edge Training
Online Course
Finance
EmployersÂ’ guide to carrying out risk assessments
Markel
Online Course
Finance
Employers' guide to managing workplace health; saf...
Markel
Online Course
Finance
Sovereign Sustainability Analysis
Candriam - A New York Life Investments Company
Online Course
CPD Finance Events
Leading KRIs and proactive risk management
Managing funds transfer pricing in dynamic markets
Introduction to climate and ESG risks; and net zer...
Stress-testing against climate risk
Principles of operational risk
Model risk management and quantification
Bonds; Loans & ESG Capital Markets Africa
GFC Media Group
Trading risk management for market risk
Basel IV; capital and liquidity requirements
Managing people; culture and conduct risk
Machine learning applications in finance
Counterparty risk and SA-CCR
Behavioural modelling: NMDs and IRRBB
ESG model risk management
Effective enterprise risk management
Utilising models for climate risk
Managing funds transfer pricing in dynamic markets
AML; fraud and digital currencies
Best practices of risk reporting
Managing capital risk in volatile markets
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