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Continuing Professional Development – Q&A

Answers to popular questions on CPD for Probate.

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How much CPD should I do?

Unlike some professional bodies, we don’t dictate how much CPD must be done. There are no set hours or points to attain. You simply need to complete as much development activity as you feel is required to remain competent in your role(s) using our ‘reflect, act, impact, declare’ approach set out below.

What activities count as CPD?

You don’t necessarily need to attend training courses to maintain CPD compliance. We recognise that people learn in different ways, through several different channels. 

These are the popular ways practitioners stay up to date:

  • Read the ICAEW email alert – it contains updates and news relevant to your role 
  • Attend a workshop, conference, seminar or webinar 
  • Read a book or journal, such as a faculty publication 
  • Participate in the ICAEW communities
  • Arrange an informal training session with a colleague

You should however undertake sufficient CPD covering the area of probate work to ensure you maintain your competency in this area.

For example, we would recommend that you keep abreast of changes to the law and procedure relating to probate work and ensure that you receive appropriate training in relation to any changes that have or will be introduced.

Keeping a record of your CPD

Please keep a record of the CPD activity you do in case you are selected to show evidence of compliance. 

Approach to CPD requirements: reflect, act, impact and declare

We recommend that you take the following approach to your CPD requirements:

Reflect

Consider your development needs and how you can meet them, and create a plan of action. Think about:

  • Expectations – what do others expect of you and what standards do you expect of yourself? 
  • Changes – the main changes affecting you in your role 
  • Responsibilities – what are the areas of responsibility for your role? 
  • Environment – what are the main business environment issues for you? 
  • Knowledge gaps – what do you need to know about? 

Act

The following activities, if relevant to your role, could count as CPD:

  • Technical reading 
  • Learning at work 
  • Meetings with experts 
  • Conferences 
  • Courses and seminars 
  • Online learning 
  • Workshops with your peers 
  • Reading magazines, newspapers and journals
  • Registering for updates and email alerts 

Impact

Evaluate the effectiveness of what you have done. Are you satisfied that your actions have enabled you to meet your objectives, or do you need more work in this area?

Declare

Each year ICAEW members and accredited Probate Firms must declare their compliance by making a CPD declaration.

Provide evidence

We recommend that you keep a record of your CPD during the year so that you can submit/produce this easily if required to do so.