Finance
CPD by Industry

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

Browse CPD Finance Training Providers

Paul McFadden Wealth

Training and support for new and experienced property investors & traders
Paul McFadden Wealth

Total Advisor

Accountancy Services all over the UK
Total Advisor

Fast Growth Consulting

We build strong finance teams and transform the finance function of fast-growth businesses
Fast Growth Consulting

Hazlewoods

Accountants, taking pride in our highly personal service, specialist sector expertise, strong va...
Hazlewoods

Barclays

Specialist banking and investment services in the Channel Islands, Isle of Man and London.
Barclays

CFGI UK

Business Consulting and Services
CFGI UK

Tio Fire Safety

Fire, Security, Gas, Electrical & Water Compliance Management
Tio Fire Safety

Acturis

The leading Software-as-a-Service provider to the general insurance industry
Acturis

IBF Net Indonesia

Developing Human Resources for the Halal Ecosytem
IBF Net Indonesia

Incision Indemnity

Paragon is a specialist, global insurance broker based in London and Bermuda
Incision Indemnity

The Wisdom Council

Insight, inspiration and independent perspective
The Wisdom Council

ABM Global Compliance

Financial Services Compliance and Regulatory Advisor
ABM Global Compliance

FinWELL Training Ltd

Award winning financial education and wellbeing training for employers of all sizes and sectors
FinWELL Training Ltd

Financial Modelling Centre

Financial Modelling Centre, based in Mauritius.
Financial Modelling Centre

The Money Coaching Institute

The Money Coaching Institute provides money coaching, business coaching, training and workshops...
The Money Coaching Institute

Medics' Money

Empowering doctors to make better financial decisions.
Medics' Money

ERGOS E KPAIDEFSI

Educational organization with two main objectives: sports analysis & scouting and cryptocurrency...
CPD Logo

G J Harding

Financial advice, support and training
CPD Logo

CPD Finance Courses and Workshops

Finance
Featured

Intellectual Property Master Class

Intellectual Property Office

The intellectual property master class. This course defines intellectual property (ip) e.g. patents,...
Training Course
Finance

Roadmap to a Credible and Ambitious Transition Tra...

Climate Bonds Initiative

The novel transition concept refers to the change countries and entities must make from today’s high...
Training Course
Finance

Interviewing skills with people who have addiction...

Ciconia Recovery Healthcare Investments

Eliciting the right information from those affected by addiction is crucial in understanding their b...
Training Course
Finance

Power BI (Business Intelligence) Foundation Worksh...

Corporate Financial Management Systems

Join our intensive 2-Day Foundation Power BI course for a comprehensive journey into data analytics....
Workshop
Finance

AV Systems Training

Learners Point Academy

The AV Systems training is designed to empower professionals to master the complexities of AV system...
Training Course
Finance

Planning For Business Owners

Lumin Wealth

Presentation for Solicitors and Accountants to help understand financial planning opportunities avai...
Seminar
Finance

FinWELL Champion Training

FinWELL Training Ltd

Upskilling senior leaders; managers; wellbeing leads and mental health first aiders to become financ...
Workshop
Finance

Sanctions Compliance Specialist (SCS)

Global Compliance Institute

Gain the latest practical knowledge of Global Sanctions Compliance and enhance the level of protecti...
Training Course
Finance

Certified International Procurement Professional (...

Learners Point Academy

The CIPP Certification helps procurement experts increase their skills in controlling global procure...
Training Course
Finance

Content training for financial services profession...

Rhotic Media

This programme is designed for financial professionals working at asset managers; banks; insurers an...
Training Course
Finance

CT-K9 Explosives Search Handler (EDDT)

Academy of K9 Detection

Specialist Explosives Search training is for Law Enforcement Agencies; NGO’s and Military. But Also...
Training Course
Finance

Mentoring Guidelines Workshop

Mansfield Building Society

This two-and-a-half-hour: workshop: is designed to introduce: colleagues to the importance of ‘getti...
Workshop
Finance

LBMA's 2023 Precious Metals Forecast Survey: Behin...

LBMA

An expert panel tell us their expectations for precious metal prices in the year ahead.
Webinar
Finance

Silver: Ever the Capricious Metal

LBMA

Our panel of experts discuss the state of the silver market. To learn about the life-cycle of silver...
Webinar
Finance

LBMA/LPPM Global Conference Wrap-up 2022: Key Topi...

LBMA

Our speakers discuss the key topics and themes from the LBMA/LPPM Global Precious Metals Conference...
Webinar
Finance

LBMA/LPPM Global Conference Wrap-up 2023: Key Topi...

LBMA

Our speakers discuss the key topics and themes from the LBMA/LPPM Global Precious Metals Conference...
Webinar
Finance

Global Precious Metals Code Version 2: Everything...

LBMA

In December: LBMA released Version 2 of the Global Precious Metals Code: which sets out the minimum...
Webinar
Finance

CEO Members' Town Hall – September 2022

LBMA

LBMA share the latest updates on LBMA's strategic projects: including the Good Delivery Rules consul...
Webinar
Finance

CEO Members' Town Hall – September 2023

LBMA

Listen to our CEO Members' Town Hall: in which Ruth Crowell (CEO: LBMA) discusses recent efforts to...
Webinar
Finance

CEO Members' Town Hall - May 2023

LBMA

LBMA gives updates on the 2023 strategic project including the latest on the Gold ESG criteria defin...
Webinar

CPD Finance Online & eLearning

Finance
Featured

Sage Business Cloud Accounting E-learning Programm...

Sage UK

This online course will enable you to gain certification on Sage Business Cloud Accounting. It will...
Online Course
Finance
Featured

MBA Essentials

LSE Online

This course provides an intensive introduction to the core aspects of business management. It is des...
Online Course
Finance

Fixed Asset Register

AccountsIQ

Fixed Asset Register helps keep track the book value of assets and depreciation charged over a perio...
Online Course
Finance

Legionella and Legionnaires awareness

The National Training Academy

Legionella is a type of pathogen bacteria that can grow and multiply in water. Water containing Legi...
Online Course
Finance

An Introduction to Modern Slavery

The National Training Academy

Modern slavery is an international problem; it is about the exploitation of other people with the pu...
Online Course
Finance

Domestic Abuse

The National Training Academy

Domestic abuse is an emotive topic. It is not linked to a specific gender; race; age or sexuality; a...
Online Course
Finance

Resilience Training

The National Training Academy

Resilience is the capacity to recover quickly from difficulties. Everyone faces adversity and challe...
Online Course
Finance

De-escalating Hostile or Challenging Behaviour

The National Training Academy

Experiencing hostile or challenging behaviour in the workplace can be testing and demanding. Risk of...
Online Course
Finance

Abrasive Wheels

flick learning

This CPD-certified and RoSPA-assured level-1 e-learning course is suitable for anyone using abrasive...
Online Course
Finance

Noise Awareness

flick learning

This CPD-accredited and RoSPA-assured e-learning course is suitable for anyone; but particularly tho...
Online Course
Finance

Hand Arm Vibration Awareness

flick learning

This RoSPA-assured e-learning course is suitable for anyone who uses any kind of vibrating equipment...
Online Course
Finance

CDM Regulations

flick learning

This CPD-certified and RoSPA-assured level-1 e-learning course is suitable for anyone working within...
Online Course
Finance

Developing Positive Behaviour Management

flick learning

This CPD-accredited; level-2; e-learning course is suitable for anyone who works in an education set...
Online Course
Finance

PUWER

flick learning

This CPD-accredited and RoSPA-assured e-learning course is suitable for anyone who uses any kind of...
Online Course
Finance

Confined Spaces

flick learning

This CPD-accredited and RoSPA-assured e-learning course is suitable for anyone who might carry out o...
Online Course
Finance

Restraint in Education

flick learning

This CPD-accredited; level-2; e-learning course is suitable for anyone who works in an education set...
Online Course
Finance

Handling Sharps

flick learning

This CPD-accredited; level-2; e-learning course is suitable for anyone who uses sharps as part of th...
Online Course
Finance

Understanding Epilepsy

flick learning

This CPD-certified course is suitable for anyone who wants to better understand epilepsy. The course...
Online Course
Finance

Understanding Diabetes

flick learning

This CPD-certified course is suitable for anyone who wants to better understand diabetes. The course...
Online Course
Finance

Understanding Asthma

flick learning

This CPD-certified course is suitable for anyone who wants to better understand asthma. The course i...
Online Course

CPD Finance Events

Finance
This Week

Aon Pension Conference 2024

Aon Solutions UK

If you are a trustee of a pension scheme; a HR or finance professional who makes decisions about you...
Edinburgh,
05 Mar 2024
Finance
This Week

Effective philanthropy: what it takes to be a mode...

Barclays

The seismic shocks of recent years; including a global pandemic and escalating climate crisis; have...
Jersey,
06 Mar 2024
Finance

Aon Pension Conference 2024

Aon Solutions UK

If you are a trustee of a pension scheme; a HR or finance professional who makes decisions about you...
Manchester,
12 Mar 2024
Finance

Culture & Conduct Deep Dive

1LoD

This virtual Deep Dive will focus on culture and conduct within financial institutions. Throughout t...
12 Mar 2024
Finance

Housing Finance Conference and Exhibition 2024

National Housing Federation

Housing Finance Conference & Exhibition brings purpose; people; culture and sustainability to the ve...
Liverpool,
13 Mar 2024
Finance

RF Economic Outlook Conference

RF Bank & Trust

Sister conferences held in Bahamas and Cayman. RFEO provides a one-of-a-kind experience for its dele...
Bahamas,
13 Mar 2024
Finance

The Festival of Accounting & Bookkeeping

Sift Limited

The Festival of Accounting & Bookkeeping is a brand new kind of accounting event. You’ll find a fant...
Birmingham,
13 Mar 2024
Finance

Quant Insights Portfolio Management Conference

Fitch Learning

Portfolio Management in Quantitative Finance involves using advanced mathematical models and compute...
13 Mar 2024
Finance

Culture & Conduct Deep Dive

1LoD

This virtual Deep Dive will focus on culture and conduct within financial institutions. Throughout t...
13 Mar 2024
Finance

RF Economic Outlook Conference

RF Bank & Trust

Sister conferences held in Bahamas and Cayman. RFEO provides a one-of-a-kind experience for its dele...
Grand Cayman,
15 Mar 2024
Finance

Financial Promoter Live!

Rhotic Media

Financial Promoter Live! is a conference specifically for those working in marketing roles across fi...
London,
18 Mar 2024
Finance

Corporate Fraud: one day masterclass

FISCAL Technologies

A one day live masterclass which covers risk; detection; and deterrence. It will cover procurement f...
Solihull,
20 Mar 2024
Finance

Sustainability and climate-related financial discl...

Join this in-person learning event to expand your knowledge on the fast-changing initiatives and reg...
20 Mar 2024
Finance

Health & Protection, Protection Forum 2024

Definite Article Media Limited

The Protection Forum from Health & Protection is a one-day event bringing together the key represent...
London,
18 Apr 2024
Finance

LGPS Pooling Symposium

DG Publishing - LAPF Investments

The Symposium will focus on how LGPS pooling evolves. Leading figures from the local authority pensi...
Birmingham,
23 Apr 2024
Finance

LGPS Pooling Symposium

DG Publishing - LAPF Investments

The Symposium will focus on how LGPS pooling evolves. Leading figures from the local authority pensi...
Birmingham,
24 Apr 2024
Finance

Funds Europe, FundsTech Conference 2024

Definite Article Media Limited

Technology in the funds industry is no longer moving at the “glacial” pace that it once did. Senior...
London,
25 Apr 2024
Finance

Health & Protection iPMI Summit 2024

Definite Article Media Limited

The Health & Protection IPMI Summit 2024 is the sector’s leading event where key senior figures from...
St Albans,
01 May 2024
Finance

AsiaPac Surveillance Deep Dive

1LoD

Hear what banks are doing to future proof their approach to surveillance coverage regulatory expecta...
08 May 2024
Finance

AsiaPac Surveillance Deep Dive

1LoD

Hear what banks are doing to future proof their approach to surveillance coverage regulatory expecta...
09 May 2024

CPD Finance Articles

Get industry-related content straight to your inbox

By signing up to our site you are agreeing to our privacy policy