Charity trustees CPD requirements

Your CPD requirements

From 1 November 2023, ICAEW members who volunteer as charity trustees are subject to ICAEW’s CPD Regulations. If the only work you carry out within a CPD year (1 November - 31 October) is volunteering as a charity trustee, you are required to complete:

• an hour of verifiable ethics training, and
• verifiable charity-specific training.

If you are an ICAEW member who holds other paid role(s), but also volunteers as a charity trustee, you are strongly encouraged to undertake some charity-related CPD as necessary for your role.

CPD course for charity trustees

Included as part of your membership, ICAEW has designed an hour-long CPD video for charity trustees to equip you with the knowledge and confidence to be an effective charity trustee.

ICAEW will be providing an annual update to this online training, so you can keep up to date with developments that impact your responsibilities as a charity trustee.

The course will help you meet the CPD Regulations and, for those charity trustees with wider CPD requirements, will count towards your minimum number of verifiable CPD hours.

• Access the CPD course for charity trustees

You can choose to carry out alternative training to meet the new charity-specific training requirement. This must be verifiable and must cover the following learning outcomes:

• legal responsibilities of the charity trustee role; and
• current and upcoming developments that might impact your role as a charity trustee.

Read the overview of ICAEW's CPD course for charity trustees for more details on learning outcomes.

Meeting your ethics requirement

To meet your ethics CPD requirement, you can access ICAEW's free annual Ethics CPD course.

You can choose to carry out alternative ethics training to comply with the new ethics requirement. This must be verifiable and must cover the following learning outcomes:

• Ensures up-to-date knowledge, understanding and confidence that will enable you to demonstrate high standards of ethical conduct in your professional role.
• Provides an understanding of why professional ethics matters and an appreciation of how ICAEW’s Code of Ethics provides a framework for helping you meet your professional responsibilities.
• Develops your competence and confidence in making ethical decisions.
• Provides awareness of, and ability to apply, the additional ethical guidance that is relevant to you as a specialist.