Answers to popular questions on CPD for Probate.
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.
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:
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.
Please keep a record of the CPD activity you do in case you are selected to show evidence of compliance.
We recommend that you take the following approach to your CPD requirements:
Consider your development needs and how you can meet them, and create a plan of action. Think about:
The following activities, if relevant to your role, could count as CPD:
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?
Each year ICAEW members and accredited Probate Firms must declare their compliance by making a CPD declaration.
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.