ICAEW members that are acting as trustees of charities will be affected by the revised CPD Regulations from 1 November 2023. Read this case study to find out more about what you could do to meet the new requirements.
Meet Hope
Hope Davidson qualified as an ICAEW member in 2010. They left the profession to work as a freelance photographer. However, they serve as a trustee on the board of an arts charity in a voluntary capacity and have done so for a number of years.
Hope's CPD requirements
Hope uses the CPD self-assessment tool to identify whether they are affected by the CPD Regulations. Although Hope no longer works in finance or accountancy, they have obligations under the regulations because they serve as a trustee of a charity.
Hope is required to undertake on an annual basis:
- a minimum of one hour of ethics training; and
- ICAEW's CPD training for charity trustees or equivalent learning that meets similar learning outcomes.
They are also required to keep records and make them available to ICAEW on request.
Hope's CPD activities
Hope takes advantage of the free resources from ICAEW to complete their annual CPD. They complete the first module of ICAEW's ethics CPD course and complete ICAEW's new CPD course for charity trustees.
| CPD required | Undertaken CPD | ||
| Ethics training | 1 hour | Module 1 of ICAEW ethics CPD course |
1 hour |
| Charity trustees training | ICAEW CPD training for charity trustees |
More support
Find out more about the new CPD categories and identify which is most applicable to you.
Find your categorySee all the categoriesOnline CPD record
As an ICAEW member, it's easy to manage your professional development activities and record your progress against CPD requirements in the new online CPD Record.
