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

Purchase To Pay Network

Insights into new areas of accounts payable, Procurement and P2P technology
Purchase To Pay Network

Circular Design Scotland

Circular Economy training and consultancy service
Circular Design Scotland

RJB Incorporated

Experts in Risk and Business Transformation
RJB Incorporated

APD Business Management

Inspiring businesses to think better
APD Business Management

Remit One

IT Services and IT Consulting
Remit One

TConsult

Regulatory Tax and Operational Compliance Specialists
TConsult

Global Compliance Institute

International Financial Crime Prevention and Compliance Training Institute
Global Compliance Institute

Lumin Wealth

Chartered Financial Planners, Discretionary Fund Managers
Lumin Wealth

Resilience

Cyber insurance policies with integrated cybersecurity solutions
Resilience

We Fight Fraud

Diverse collaboration of experts focused on fighting the UK's fraud and financial crime epidemic
We Fight Fraud

Clearwater Analytics

Empowering our client partners to run an outstanding investment accounting operation that helps...
Clearwater Analytics

Clever Adviser Technology

Investment services driven by Clever technology, helping advisers manage client money and improv...
Clever Adviser Technology

Octo Members

Financial services community for professionals to connect, share and engage with actionable memb...
Octo Members

Benchmark Capital

We set the benchmark for financial planning advice, technology and solutions.
Benchmark Capital

Arkadiko Partners

Building a purpose-led financial system for a sustainable world
Arkadiko Partners

Great Point Investments

Media infrastructure, fund management, production finance, venture capital
Great Point Investments

EdTechX

Connecting the global learning community through thought leadership summits worldwide
EdTechX

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

Certificate in Advanced Data Analysis

Informa Connect

The modern organisational manager or specialist is expected to work with the masses of data availabl...
Training Course
Finance

From Technical Professional to Manager & Leader

Informa Connect

The security and profitability of your business will depend on long-term relationships reinforced by...
Training Course
Finance

CLSCMP: Certified Logistics & Supply Chain Managem...

Hayford Integrated Training Institute

A comprehensive 24-hour course offering both fundamental and advanced knowledge of logistics and sup...
Training Course
Finance

Module 4 – Performance Management Skills

Mansfield Building Society

The workshop introduces the learner to the basic skills required to manage performance through peopl...
Workshop
Finance

Certificate in Anti-Money Laundering and Counterin...

International Regulatory and Compliance (IRC) Training

This course provides a comprehensive understanding of the mechanics of money laundering and terroris...
Training Course
Finance

3 Steps To Recovery Audit and Long Term Protection...

FISCAL Technologies

In these days of stringent cost-savings and added financial risk; it is important that finance teams...
Webinar
Finance

Corporate Fraud One Day Masterclass

FISCAL Technologies

A one day masterclass which covers risk; detection and deterrence. It will cover procurement fraud r...
Event
Finance

Coroners court and statement writing

Miad Healthcare

This one-day workshop or 4 hour webinar aims to provide the delegates with the relevant knowledge an...
Webinar
Finance

Equality; Diversity And Inclusion – Raising Awaren...

EST HR

We recognise the importance of promoting an inclusive culture: where everyone can fulfil their poten...
Training Course
Finance

Managing Remote Teams

EST HR

This highly practical half day session will give clear guidance to managers and team leaders on how...
Training Course
Finance

Managing Menopause In The Workplace

EST HR

This training will help you to develop a better understanding of what the menopause is: when and why...
Training Course
Finance

Cyber Senate Control Systems Cybersecurity US

IoE Events (Cyber Senate)

From geopolitical cyber risk to ransomware: cascading supply chain vulnerabilities to insecure senso...
Event
Finance

Managing Equality; Diversity And Inclusion  

EST HR

We recognise the importance of promoting an inclusive culture; where everyone can fulfil their poten...
Training Course
Finance

Team Retention; Motivation and Development

EST HR

Managers will develop knowledge and competency in the areas of implementing and leading an effective...
Training Course
Finance

Global Reporting Initiative (GRI) Standards; an in...

United Nations Sustainable Stock Exchanges Initiative

To provide markets with high-quality training on disclosure standards: this training webinar was dev...
Webinar
Finance

Coaching Skills for Managers

EST HR

A highly practical; 2 day programme to learn and develop in the highly sought after competency of ma...
Training Course
Finance

Dealing With Conflict And Difficult Conversations

EST HR

Managers will develop knowledge and competency in the areas of effectively managing conflict and dif...
Training Course
Finance

Digital Skills Workshop for Charities: Google Anal...

The Access Group

GA4:All you need to know ahead of next yearÂ’s Google Analytics switchover
Workshop
Finance

Secured Income and Defined Benefit Pension Advice

Pension Income Planning

An introduction to core income planning within a DB environment;
Training Course

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

KingÂ’s-DOHaD Qualitative Methods Public Short Cour...

King's College London

This course has been designed provide a strong foundation of the context of cross-disciplinary healt...
Online Course
Finance

Working Remotely

flick learning

This level-2 e-learning course provides methods for working remotely.
Online Course
Finance

Managing Remotely

flick learning

This level-2 e-learning course provides methods for managing remote workers.
Online Course
Finance

Cyber Security

flick learning

This level-2 e-learning course is suitable for anyone who owns an electronic device and wants to und...
Online Course
Finance

ESG Align – Understanding Risk

Ogier Global

ESG Align is an online course targeting investment professionals; bankers; lawyers and anyone workin...
Online Course
Finance

Microsoft Excel 365 - Advanced

GoSkills Ltd

If you already have some experience with Excel and want to further boost your skills; this online co...
Online Course
Finance

Microsoft Excel 365 - Basic & Advanced

GoSkills Ltd

Looking for Microsoft Excel training to improve your skills and productivity? GoSkills Basic and Adv...
Online Course
Finance

Microsoft Excel 365 - Basic

GoSkills Ltd

Excel is a pillar of the workplace; and for good reason. Its versatility enables you to accomplish e...
Online Course
Finance

An introduction to managing the financial risks fr...

CDP Worldwide (Europe)

The Intergovernmental Panel on Climate Change (IPCC) predicts that the impacts of climate change are...
Online Course
Finance

The Research Analyst

Financial Edge Training

This is a comprehensive training course for anyone considering a career as a research analyst; it co...
Online Course
Finance

Climate-related financial disclosures: Continuing...

CDP Worldwide (Europe)

Climate change poses significant risks to the stability of the financial system; and to mitigate and...
Online Course
Finance

The Economist Professional Communication: Business...

The Economist

Professional Communication: Business Writing and Storytelling is an online short course from Economi...
Online Course
Finance

The Economist International Relations: China; Russ...

The Economist

International Relations: China, Russia, the US and the Future of Geopolitics is an online short cour...
Online Course
Finance

The Economist Climate Change and Business: Sustain...

The Economist

Gain the knowledge and tools to implement effective; climate-conscious strategies on this online cou...
Online Course
Finance

The Economist Fintech and the Future of Finance: B...

The Economist

Fintech and the Future of Finance: Blockchain, Cryptocurrencies, Govcoins and the Payments Revolutio...
Online Course
Finance

Section 793 Disclosures

FundApps

This online course will enable you to navigate the complexities of Section 793 disclosures with conf...
Online Course
Finance

The European Short Selling Regulation

FundApps

This online course will enable you to navigate the European Short Selling Regulation with confidence...
Online Course
Finance

Wellbeing

Hot Learning trading as Kallidus

Looking after our wellbeing probably requires more work than you think. But getting it right can kee...
Online Course

CPD Finance Events

Finance
This Week

Managing people; culture and conduct risk

Join Risk Learning for this interactive learning event where participants will gain an in-depth unde...
27 Mar 2023
Finance

Counterparty risk and SA-CCR

Leading industry experts will explore how they navigate counterparty risk frameworks and practices i...
17 Apr 2023
Finance

Machine learning applications in finance

This interactive learning event allows participants to learn the best practices of machine learning...
17 Apr 2023
Finance

Behavioural modelling: NMDs and IRRBB

Enhance your knowledge of behavioural models and the application of NMDs and IRRBB within your organ...
24 Apr 2023
Finance

Designing RCSAs and embedding risk management

Infopro Digital - Risk Training

This virtual learning opportunity will and empower participants to independently execute risk assess...
26 Apr 2023
Finance

FISD Level 1: Financial markets

Infopro Digital - Risk Training

This in-depth; virtual learning event will offer participants preparing to take the FISD exam a comp...
09 May 2023
Finance

ESG model risk management

Explore the key elements of ESG modelling strategies. Participants will gain a deep understanding of...
10 May 2023
Finance

Interest rate risk derivatives and swaps

Infopro Digital - Risk Training

Enhance your knowledge of effective risk management and controlling derivative instruments through t...
10 May 2023
Finance

Effective enterprise risk management

Gain knowledge on managing enterprise risk by discussing best practices and through a practical work...
15 May 2023
Finance

Utilising models for climate risk

Participants will enhance their knowledge on climate risk models by exploring its types and methodol...
22 May 2023
Finance

Machine learning model validation

Infopro Digital - Risk Training

Led by expert speaker Agus Sudjianto and special guest speakers; participants will receive hands-on...
31 May 2023
Finance

Operational resilience and business continuity

Infopro Digital - Risk Training

This learning experience will explore the skills necessary to identify; respond to and recover from...
31 May 2023
Finance

Managing funds transfer pricing in dynamic markets

In this interactive learning experience participants will explore the best practices for FTP alongsi...
31 May 2023
Finance

AML; fraud and digital currencies

During this learning event; participants will learn the latest best practices and skills needed to m...
12 Jun 2023
Finance

Best practices of risk reporting

Build essential skills and explore best practice approaches for effective risk reporting.
12 Jun 2023
Finance

Integrating ESG into operational risk management

This interactive learning opportunity provides a succinct and practical overview of the most topical...
13 Jun 2023
Finance

Unlocking IFRS 9

In this three-day interactive learning opportunity; participants will enhance their understanding of...
19 Jun 2023
Finance

Leading key risk indicators & proactive risk manag...

Participants in this learning event will learn the essential skills to develop and apply preventive...
19 Jun 2023
Finance

Introduction to climate and ESG risks; and net zer...

Sessions will explore the key steps of the climate risk management process and integration strategie...
26 Jun 2023
Finance

Managing capital risk in volatile markets

This learning opportunity teaches how to utiltise key tools to successfully manage and hedge against...
11 Sep 2023

CPD Finance Articles

Get industry-related content straight to your inbox

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