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ICAEW CPD Regulations

Find out your CPD requirements

This tool will help you understand how you are affected by the changes to ICAEW's CPD Regulations and work out how much CPD you will need to fulfil each year. If you hold multiple roles, please complete the assessment for each one. If these roles have different obligations, you will need to meet the higher requirements for CPD hours.
Log in to add your category to your online CPD record

After you identify your CPD category you can add this to your online CPD record. To do so you must be logged into icaew.com 

q0

Which CPD category are you in?

To understand which CPD category is most relevant to you we need to understand the nature of your work and the types of organisations and clients you work with.

CPD category 3 is the default whether you work in practice or not, however, the nature of your role may move you into a higher CPD category.

Please answer these questions as best as you can to get the most accurate result.

We have used UK-based terms to define roles and organisations. If you work outside of the UK, please consider what would be the equivalent in your local jurisdiction.

If your circumstances change you can take the assessment again at any time to understand if your CPD requirements are different.

q1
Question 1

Is the only work you do unpaid accountancy, unpaid finance or unpaid legal services, or are you an unpaid charity trustee?

If you undertake some paid accountancy and finance services, but the total gross income from those services is less than £1,000 per annum select ‘Yes’ to this question.

q2-1
Question 2

Do you volunteer in a senior finance or executive role at a charity, or as a trustee of a charity?

q2-2
Question 2

During the current CPD year are you working...

If you're unsure, read our guidance on what roles are classed as in practice and not in practice.

Further support is also available on what constitutes accountancy and finance work.

q3-1
Question 3

Do you work in any of these areas?

If you work in more than one of these areas please choose general practice.

Footnotes:

  1. Audit regulatory roles include monitoring and enforcement within an accountancy professional body, training organisation or oversight body.
  2. By general practice we mean offering a combination of services.
q3-2
Question 3

Which of these options best describes your role?

If you have more than one role, or have a portfolio career, you must answer these questions for each role. Whichever outcome puts you in the highest CPD category applies.

q4-1
Question 4

Which of these options best describes your audit role?

q4-2
Question 4

Are you an insolvency practitioner who is authorised to take insolvency appointments?

q4-3
Question 4

Do you provide tax services to:

q4-4
Question 4

Do you spend more than 30% of your professional time providing ESG assurance services to:

q4-5
Question 4

Do you spend 30% or more of your professional time undertaking forensic accounting work?

q4-6
Question 4

Do you spend 30% or more of your professional time on engagements under ISAE 3000 or ISRS 4400 on behalf of a recipient of a grant from a public sector body?

q4-7
Question 4

What is the type of organisation you work or act for:

q4-8
Question 4

What is the type of organisation you work for?

q4-9
Question 4

Which of these options best describes your day-to-day role?

q4-10
Question 4

Which of these areas best describes your day-to-day role?

q4-11
Question 4

Do any of the following apply to you?

q5-1
Question 5

Do you hold this role for the audit of one or more Public Interest Entities or Major Local Audits?

q5-2
Question 5

Do you hold this role for the audit of one or more central government departments or devolved administrations?

q5-3
Question 5

Do you lead or manage the delivery of internal audit or assurance services to:

q5-4
Question 5

Do you sign CASS audit or assurance reports or spend 30% more of your professional time on CASS audits?

Footnotes:

  1. A client asset assurance audit (CASS) is an engagement that involves providing a client asset report to the Financial Conduct Authority.
q5-5
Question 5

Do you spend more than 30% of your professional time working on audit engagements for:

q5-6
Question 5

Do you spend more than 30% of your professional time working on insolvency appointments or matters directly related to insolvency appointments?

q5-7
Question 5

Do you work with a large pension fund?

Footnotes:

  1. A pension fund with:
    • gross assets of more than £1bn, and
    • more than 10,000 members.
q5-8
Question 5

Are you undertaking a senior management function?

q5-9
Question 5

Do you spend 30% or more of your professional time working on performance or value-for-money audits of public sector bodies?

q5-10
Question 5

Are you an accounting officer or a statutory officer?

q5-11
Question 5

Do any of the following apply to you?

  • You manage the delivery of internal audit/assurance services or spend more than 30% of your professional time providing internal audit services for a PIE, MLA, central government department or devolved administration.
  • You sign CASS audit/assurance reports or spend more than 30% of your professional time in CASS audits.
  • You spend more than 30% of your professional time working on statutory audits for a PIE, MLA, central government department or devolved administration.
  • You spend 30% of your professional time providing ESG services to a PIE, MLA, central government department or devolved administration.
q5-12
Question 5

Are the tax services you provide limited to:

  • income tax self-assessment returns for individuals or partnerships who are UK resident, UK domiciled and who are NOT high-net-worth individuals, AND/OR
  • VAT compliance (not advice) to entities that are not large companies, listed or international companies or groups, AND/OR
  • payroll administration
q6-1
Question 6

Do you hold this role for the audit of one or more public sector bodies or large companies?

q6-2
Question 6

Do you hold this role for the audit of other public sector bodies?

q6-3
Question 6

Do you lead or manage the delivery of internal audit or assurance services to:

q6-4
Question 6

Do you spend more than 40% of your professional time in total on audit engagements for:

q6-5
Question 6

Do you spend more than 30% of your professional time working on audit engagements for:

q6-6
Question 6

Are you an insolvency practitioner who holds a non-appointment taking licence?

q6-7
Question 6

Do any of the following apply to you?

q7-1
Question 7

Do you spend more than 30% of your professional time providing internal audit services to:

q7-2
Question 7

Do you spend more than 40% of your time in total on audit engagements for:

q7-3
Question 7

Do you spend more than 30% of your professional time working on insolvency or restructuring engagements which are not related to insolvency appointments?

q7-4
Question 7

Do any of the following apply to you?

  • You manage the delivery of internal audit/assurance services or spend more than 30% of your professional time providing internal audit services for large companies or public sector bodies.
  • You spend more than 40% of your time in total on audit engagements for: Public Interest Entities (PIEs), Major Local Audits, central government departments, devolved administrations, CASS audits, large companies, other public sector bodies, or performance/value for money audits of public sector bodies.
  • You spend 30% or more of your time undertaking forensic accounting work.
q8-1
Question 8

Do you spend more than 30% of your professional time providing internal audit services to:

q8-2
Question 8

Do any of the following apply to you?

  • You spend 30% or more of your professional time on engagements under ISAE 3000 or ISRS 4400 on behalf of a recipient of a grant from a public sector body.
  • You spend more than 30% of your professional time working on statutory audits for large companies or public sector bodies.
  • You spend more than 30% of your professional time working on performance/value for money audits of public sector bodies.
q9-1
Question 9

Do you provide tax services?

q10-1
Question 10

Are the tax services you provide limited to:

  • income tax self-assessment returns for individuals or partnerships who are UK resident, UK domiciled and who are NOT high-net-worth individuals, AND/OR
  • VAT compliance (not advice) to entities that are not large companies, listed or international companies or groups, AND/OR
  • payroll administration
endCPD1
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Practice CPD category 1

This requires you to complete 40 hours of continuing professional development each year, of which 30 must be verifiable and must include one hour of ethics learning

More support and resources.
Practice CPD category 1
endCPD2
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Practice CPD category 2

This requires you to complete 30 hours of continuing professional development each year, of which 20 must be verifiable and must include one hour of ethics learning

More support and resources.
Practice CPD category 2
endCPD3
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Practice CPD category 3

This requires you to complete 20 hours of continuing professional development each year, of which 10 must be verifiable and must include one hour of ethics learning

More support and resources.
Practice CPD category 3
endCPD4
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Not-in-practice CPD category 1

This requires you to complete 40 Hours of continuing professional development each year, of which 15 must be verifiable and must include one hour of ethics learning

More support and resources.
Not-in-practice CPD category 1
endCPD5
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Not-in-practice CPD category 2

This requires you to complete 30 hours of continuing professional development each year, of which 10 must be verifiable and must include one hour of ethics learning

More support and resources.
Not-in-practice CPD category 2
endCPD6
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Not-in-practice CPD category 3

This requires you to complete 20 hours of continuing professional development each year, of which 5 must be verifiable and must include one hour of ethics learning

More support and resources.
Not-in-practice CPD category 3
endCPD7
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Ethics and charity-specific training

You are required to complete: an hour of ethics training and verifiable charity-specific training, such as ICAEW's forthcoming CPD course for charity trustees (or training with similar learning outcomes).

You should also reflect on the on the learning needs of any other roles you hold.

CPD resources
CPD Ethics and charity-specific training
endCPD8
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Reflect

You are required to reflect on the nature of the work you are doing and your professional development needs.

While you are not required to complete a minimum number of CPD hours, you should undertake any training to meet your needs.

CPD resources
CPD Reflect
endCPD8a
Your result

Based on your answers about your role and the types of organisations and clients you work with, you fall into:

Reflect

If your statutory director role is the only activity that would bring you within scope of the CPD regulations, you are required to reflect on the nature of the work you are doing and your professional development needs.

While you are not required to complete a minimum number of CPD hours, you should undertake any training to meet your needs.

If you work in another role that relates to accountancy or finance, "Start again" to assess the minimum CPD hours for that role.
CPD Reflect
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