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

Reorg Research

Financial and Legal Services
Reorg Research

Agicap

Helping you better manage your cash flow
Agicap

Client Fabric Tech

We are on a mission to fight financial crime and fuel commerce.
Client Fabric Tech

WeESG Group

Sustainable finance training and advisory
WeESG Group

Xledger UK

Automated cloud-based finance software
Xledger UK

Adviser Home

Adviser Home exists to help Financial Advisers run, develop and market their businesses
Adviser Home

TCAE

Connect, Empower & Educate Compliance & AML Professionals Around The World
TCAE

Acumen Global Academy

Compliance and Business Development Services
Acumen Global Academy

Grimnir

Strategic crisis management
Grimnir

Sentry Consulting

The New Generation of Protective Security & Risk Management Services
Sentry Consulting

Applied Resilience

Innovators in Emergency Management & Business Resilience
Applied Resilience

Inigo Insurance

Surface the Science of Risk
Inigo Insurance

House of Humanity

We turn concepts into reality
House of Humanity

IC Summits

Global Events for Investment Management Professionals
IC Summits

ROYC Group

B2B digital solution elevating the private markets investment experience
ROYC Group

CPD Finance Courses and Workshops

Finance
Featured

Intellectual Property Master Class

Intellectual Property Office

The Intellectual Property Masterclass. This course defines Intellectual Property (IP) Patents, Trad...
Training Course
Finance

Executive Leadership Training

iGaming Academy Ltd

iGaming Academy’s Executive Leadership Training is directed at managers and executives who aspire to...
Training Course
Finance

Foreign Account Tax Compliance Act (“FATCA”) and C...

Complere Consulting

A high-level overview of FATCA and CRS; including detailed due diligence and reporting requirements....
Webinar
Finance

Callisto Grand Summer School Introduction to Finan...

Callisto Grand

This training introduces the basic fundamental principles of Finance and Financial Statements. It ex...
Training Course
Finance

Command And Control Of An Emergency/Major Incident...

State21

A one-day scenario-based training course to introduce the structure behind the Command and Control o...
Training Course
Finance

Management of Intelligence Analysts and Researcher...

RISC - Research & Intelligence Support Centre

This course is designed for Managers or Supervisors of Intelligence Analysts & Researchers and is de...
Training Course
Finance

Dear CEO: It’s A Risky Business

EV

To educate advisers and asset/fund managers on the implications of the FCA’s Retirement Income Advic...
Webinar
Finance

Connecting with Clients

Premium Credit

This module provides insights into the ways different communication styles can identified and adopte...
Training Course
Finance

Financial Planning For Retirement Webinar

Planned Future Wellbeing

This event will provide you with an introduction to the issues affecting your retirement. It will he...
Webinar
Finance

Coal Fundamentals

Perret Associates

The course is specifically targeted to young recruits in the international coal; electricity and ene...
Training Course
Finance

Pre-Retirement Planning Skills

The Financial Wellbeing Lab

An interactive workshop helping participants to understand and learn about the steps required to cre...
Workshop
Finance

I2 iBase Standard Course

i2 Group

This course is aimed at new users; self-taught; or anyone who needs to understand how to become prod...
Training Course
Finance

Introduction To Criminal Investigations

Consilium Training and Support

This training will provide delegates with an introduction on how to conduct criminal investigations....
Training Course
Finance

Introduction to Generative AI for iGaming Marketer...

iGaming Academy Ltd

iGaming Academy’s Introduction to Generative AI for iGaming Marketers will provide a comprehensive o...
Training Course
Finance

Procurement Fraud – Mastering Advanced Prevention...

FISCAL Technologies

This interactive live workshop will equip delegates with a thorough understanding of procurement fra...
Workshop
Finance

Best Practices for Managing and Automating Reconci...

FloQast

Join Brittany Shaw; Manager; Customer Success EMEA at FloQast and Jason Andrews; Strategic Managemen...
Webinar
Finance

Mitigating Risk: Strategies to build resilience an...

FloQast

In this webinar; Hugh O’Neill; Manager; Sales Engineering EMEA at FloQast (former Finance Director);...
Webinar
Finance

Lifetime Financial Wellbeing Skills

The Financial Wellbeing Lab

An interactive workshop to help participants discover and build evidenced-based financial skills tha...
Workshop
Finance

ISO Management Standards Awareness Course

ISO Compliance Register

Learners will complete an introductory course to the ISO Standards. They will examine the structure...
Training Course
Finance

Bespoke Paradigm

HSBC UK

An overview of the HSBC UK intermediary’s proposition; created as a bespoke presentation for brokers...
Seminar

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

Train the Trainer

GoSkills Ltd

Jumpstart your training expertise with our Train the Trainer course; tailored for new and aspiring t...
Online Course
Finance

FATCA Essentials: An introduction to U.S. anti-tax...

TConsult

This course gives participants a foundation level understanding of the U.S. Foreign Account Tax Comp...
Online Course
Finance

Unconscious Bias

Ideagen

Unconscious bias; also known as implicit bias; is when we subconsciously categorise or judge others;...
Online Course
Finance

Time Management

Ideagen

Time management is the process of organising and planning how to divide your time between different...
Online Course
Finance

Sustainability And Net Zero

Ideagen

Sustainability is not only about making sure a company’s long term future is secure; it’s also about...
Online Course
Finance

Ppe Awareness

Ideagen

PPE saves lives. It also saves body parts; organs and possibly a lifetime of difficulty should you g...
Online Course
Finance

Presentation Skills And Public Speaking

Ideagen

The dreaded work-based presentation is a thing of the past with this presentation skills and public...
Online Course
Finance

Office Health And Safety V2.0

Ideagen

Keep yourself healthy and safe at work with our interactive course; protecting you from the risks in...
Online Course
Finance

Modern Slavery Awareness

Ideagen

There are more people caught up in slavery today than there have ever been in history. This interact...
Online Course
Finance

Managing Financial Risk

Ideagen

Risk is inherent to the financial sector. Therefore it needs to be managed appropriately. This cours...
Online Course
Finance

Manual Handling

Ideagen

Manual handling injuries cost our economy billions each year. Learn injury-preventing techniques and...
Online Course
Finance

Lone Working

Ideagen

Lone workers are at greater risk than workers who have colleagues and managers to help them if somet...
Online Course
Finance

Information Security

Ideagen

Threats to information security are widespread and often sophisticated. In this course; you’ll to lo...
Online Course
Finance

Influencing And Persuading

Ideagen

Influence and persuasion are two different but connected skillsets that encourage other people to tr...
Online Course
Finance

Hybrid Working Dse Lite Version

Ideagen

Hybrid working presents new health and safety challenges. During this course; you’ll explore some di...
Online Course
Finance

Fire Warden Awareness

Ideagen

Fortunately; fires are a rare occurrence in the workplace. However; if there is a situation where th...
Online Course
Finance

Financial Crime Awareness

Ideagen

Financial crime is ubiquitous across the globe. It is key to your role that you are aware of the dif...
Online Course
Finance

Energy Awareness

Ideagen

The process of creating energy such as light; heat and electricity is expensive both in monetary ter...
Online Course

CPD Finance Events

Finance
This Week

Trading risk management for market risk

Implement risk management strategies to mitigate trading risks; including stop-loss orders; hedging...
11 Sep 2024
Finance

ALM and balance sheet management: advanced level w...

In this interactive in-person learning event participants will enhance their ALM knowledge by studyi...
23 Sep 2024
Finance

IFRS 17: the post-implementation phase

Transition smoothly from IFRS 17 project phase to BAU and increase operational efficiency.
24 Sep 2024
Finance

ESG and climate risk management workshop | In-pers...

This interactive in-person course offers in-depth understanding on the key elements of ESG and clima...
24 Sep 2024
Finance

Asia Risk Congress

Infopro Digital - Risk Training

The purpose of the conference is to bring together financial services industry professionals to exch...
Singapore ,
24 Sep 2024
Finance

ESG integration into operational risk frameworks

Enhance organisational resilience by embedding ESG considerations into your operational risk framewo...
24 Sep 2024
Finance

IFRS 17: the post-implementation phase

Transition smoothly from IFRS 17 project phase to BAU and increase operational efficiency.
25 Sep 2024
Finance

Asia Risk Congress

Infopro Digital - Risk Training

The purpose of the conference is to bring together financial services industry professionals to exch...
Singapore ,
25 Sep 2024
Finance

ESG integration into operational risk frameworks

Enhance organisational resilience by embedding ESG considerations into your operational risk framewo...
25 Sep 2024
Finance

Asia Risk Congress

Infopro Digital - Risk Training

The purpose of the conference is to bring together financial services industry professionals to exch...
Singapore ,
26 Sep 2024
Finance

ESG integration into operational risk frameworks

Enhance organisational resilience by embedding ESG considerations into your operational risk framewo...
26 Sep 2024
Finance

Risk management for Singaporean financial institut...

Enhance your knowledge of risk management in financial institutions by deep diving into the key elem...
27 Sep 2024
Finance

AI-driven risk management in finance workshop | In...

Join this in-person learning event to gain valuable insights into the ways organisations are integra...
27 Sep 2024
Finance

EuroFinance International Treasury Management

The Economist

Join the world’s most influential treasurers at the 33rd EuroFinance for dynamic discussions on how...
Copenhagen,
01 Oct 2024
Finance

Risk model validation: implementation tools and te...

Participants will gain insight into the stages of risk model validation including the roles; expecta...
05 Nov 2024
Finance

Risk model validation: implementation tools and te...

Participants will gain insight into the stages of risk model validation including the roles; expecta...
06 Nov 2024
Finance

Risk model validation: implementation tools and te...

Participants will gain insight into the stages of risk model validation including the roles; expecta...
07 Nov 2024
Finance

FISD Level 2: data licensing

During this learning event; participants preparing to take the FISD Level 2 examination will be give...
25 Nov 2024
Finance

UK Cyber Week

Roar B2B

UK Cyber Week is on a mission to help level up cyber security knowledge for everyone – the cyber pro...
London ,
29 Nov 2024
Finance

UK Cyber Week

Roar B2B

UK Cyber Week is on a mission to help level up cyber security knowledge for everyone – the cyber pro...
London ,
30 Nov 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