CPD for every professional body your team belongs to – progress, compulsory training, budget and individual records
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Every qualified accountant and tax adviser must keep their knowledge up to date, and each professional body has its own CPD year, its own minimum hours and its own rules on what counts as verifiable. On top of that, a regulated firm has compulsory training to keep current – anti-money laundering, ethics, data protection, cyber security and more. This tracker brings all of it together: one log of every CPD activity, measured against each person's requirement for their own CPD year, a firm-wide matrix of compulsory training with expiry dates, development plans, the training budget and a two-page CPD record you can print for the file, an appraisal or a professional body review.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Each CPD scheme's year end, minimum hours, verifiable hours, ethics hours, three-year minimum and firm target. What you do: check once a year; add schemes if needed.
Step 2
Everyone whose CPD you track. What you do: add starters; give leavers a leaving date.
Step 3
Every CPD activity. What you do: enter the yellow columns.
Step 4
Planned development needs, target dates, costs, status and evaluation. What you do: enter the yellow columns.
Who it is for
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