Finance
CPD by Industry

CPD in the Finance sector

Overview of the Finance Industry

A wide range of professionals across the finance sector are required to complete Continuing Professional Development. CPD is a mandatory obligation to many professional bodies and associations, which includes accountants, tax and financial advisers, investments specialists and insurance professionals

CPD in the Finance Sector

Finance and Accountancy professionals should identify what additional skills are required to carry out their role effectively as well as build a CPD framework towards future career ambitions. CPD obligations vary within the finance & accountancy sector from 12 hours for a qualifying Institute of Financial Services student up to 35+ hours for fully qualified financial advisers, tax specialists, professional auditors, certified accountants and investments specialists. CPD is not restricted to solely technical advancement, but should also embrace training such as essential management, business and people skills.

CPD for Accountants

Accountancy CPD requirements can vary from 20 hours per annum up to 45 hours depending on both the accountancy specialism and the specific requirements of the institutional body concerned. The main Accountancy professional bodies requiring CPD include the Association of Chartered Certified Accountants (ACCA), Association of International Accountants (AIA), Chartered Institute of Management Accountants (CIMA) and the Institute of Chartered Accountants in England & Wales (ICAEW).

CPD for Tax Specialists

Professionals working within the tax area of the finance sector have mandatory CPD requirements to complete every year, of which 15 hours must be obtained from a structured training environment for members of the Association of Tax Technicians, and 20 hours for members of the Chartered Institute of Taxation.

CPD for Finance & Investment Advisers

The Financial Conduct Authority (FCA) has prescribed a minimum amount of CPD per year for finance and investment professionals. For example, the Institute of Financial Services (IFS) expects finance professionals to complete a minimum of 35 hours CPD learning every 12 months, of which 21 hours should be obtained from a structured training environment.

CPD for Auditors & Actuarial Professionals

Both auditors and actuarial professionals are required to complete regular CPD in order to maintain competencies

CPD for Insurance Specialists

All qualified members of the Chartered Insurance Institute (CII) are required to comply with the CII CPD scheme. Finance professionals working within the Insurance sector are typically expected to complete a minimum 35 hours of CPD (21 hours must be structured CPD) every year matching the annual requirements set by the Financial Conduct Authority.

  • Association of Chartered Certified Accountants (ACCA)
  • Association of International Accountants (AIA)
  • Association of Tax Technicians (ATT)
  • Chartered Institute of Management Accountants (CIMA)
  • Chartered Institute of Taxation (CIOT)
  • Chartered Institute of Public Finance & Accountancy (CIPFA)
  • Institute of Financial Accountants (IFA)
  • Institute of Accounting Technicians (IAT)
  • Association of Accounting Technicians (AAT)
  • Institute of Financial Services (IFS)
  • Institute of Financial Planning (IFP)
  • Chartered Insurance Institute (CII)
  • Institute of Chartered Accountants in England & Wales (ICAEW)
  • Institute of Chartered Accountants of Scotland (ICAS)

Stay in the loop with what's happening in the CPD Finance industry

Browse CPD Finance Training Providers

Medics' Money

Empowering doctors to make better financial decisions.
Medics' Money

ERGOS E KPAIDEFSI

Educational organization with two main objectives: sports analysis & scouting and cryptocurrency...
CPD Logo

G J Harding

Financial advice, support and training
CPD Logo

Movimo

Movimo helps organisations improve their Direct Debit and Bacs Direct Credit processes to ensure...
Movimo

ReTRRAC UK

Regularity Transformation and Risk Review is a Training and Consulting on Global Compliance and...
ReTRRAC UK

Corporate Financial Management Systems

Helping organisations build their future success with shorter budget cycles, more accurate plans...
Corporate Financial Management Systems

Veran Performance

Outcomes, Strategy, Execution
Veran Performance

ADH Risk

The Process Safety, Risk Management and Loss Prevention Specialists.
ADH Risk

AMETrade

We initiate dialogues between Public and Private sectors in Africa by organising Online & Offlin...
AMETrade

Seccl

The embedded investment platform
Seccl

Nuveen Administration

Investing to make an enduring impact on our world.
Nuveen Administration

Larkstoke Advisors

Boutique professional services firm focused on providing UK tax advice to asset managers.
Larkstoke Advisors

CACEIS Investor Services

World leading Asset Servicing providers for institutional & corporate clients
CACEIS Investor Services

ISO Compliance Register

The ideal online solution for your ISO Legal Compliance
ISO Compliance Register

PEI Group

Business Intelligence Platforms
PEI Group

Bond Radar

Realtime bond market news
Bond Radar

Better Insurance Network

Professional network supporting industry-wide ESG collaboration and transformation
Better Insurance Network

Moneytelligence

Grasp the concept of financial wellbeing, unlock the tools and strategies for impactful change.
Moneytelligence

CPD Finance Courses and Workshops

Finance
Featured

Intellectual Property Master Class

Intellectual Property Office

The intellectual property master class. This course defines intellectual property (ip) e.g. patents,...
Training Course
Finance

LinkedIn 101 Profile Basics

Artesian Solutions T/A FullCircl

LinkedIn 101 Profile Basics is tailored for novices or those keen on refining their profiles; this c...
Training Course
Finance

LinkedIn For Professionals

Artesian Solutions T/A FullCircl

Advance your LinkedIn prowess with our LinkedIn for Professionals Course; designed for seasoned user...
Training Course
Finance

Interactions Masterclass

EPIC Risk Management

EPIC’s comprehensive workshop involves skills-based learning for effectiveness of interactions. Cour...
Training Course
Finance

High Risk Security Training

Healix International

This course seeks to equip your individuals with the tools to carry out trips; assignments and reloc...
Training Course
Finance

General Purpose Patrol Dog Handlers (GPPD)

Academy of K9 Detection

General Purpose Patrol Dog Handlers (GPPD) is for law enforcement students and military. But also su...
Training Course
Finance

Computerised Payroll using BrightPay

Ideal Schools

This tutor supported home study course requires a basic knowledge of the payroll function: where stu...
Training Course
Finance

Masterclass on project preparation: understanding...

AMETrade

This masterclass is designed for professionals; government officials; project managers; and industry...
Training Course
Finance

Introduction to Sustainable Bonds

International Capital Market Association - ICMA

This introductory course gives you a deep understanding of the mechanics of green: social: sustainab...
Training Course
Finance

Stakeholder Management

Burgan Bank

Stakeholder Management is holistic program that trains you on how to deal with conflicting prioritie...
Training Course
Finance

5 Steps to Streamline Your Financial Close

FloQast

Representatives from the Effect us Group meet with FloQast’s Accounting Operations Evangelist: Stefa...
Training Course
Finance

Building Engagement and Culture

Deloitte - FinLearn

The course will be targeted at both new auditors and more experienced personnel in the Internal Audi...
Training Course
Finance

Organizational Leadership(OL)

Learners Point Academy

Organizational success depends heavily on the leadership in place. Leadership has a say in everythin...
Training Course
Finance

WTW Training Academy – Business continuity: Encour...

Willis Towers Watson

Business continuity is a vital component of an organisation’s resilience framework; setting out how...
Webinar
Finance

Cultural Intelligence Workshop

King's College London

Gain an in-depth understanding of Cultural Intelligence (CQ) and how it applies to inclusive leaders...
Training Course
Finance

VAT & Disbursements

The Institute of Legal Finance & Management - ILFM

This online training addresses the challenges law firms face with applying the correct VAT treatment...
Training Course
Finance

All about Foreign nationals

HSBC UK

An overview of HSBC UK’s Foreign national and Overseas customer policy; and the USP’s of our proposi...
Webinar
Finance

Gender equality & capital markets

United Nations Sustainable Stock Exchanges Initiative

Gender equality is a complex topic; which can discourage people of any gender from addressing it in...
Webinar
Finance

Certified Organization Development Professional [C...

Learners Point Academy

Organization Development Fundamentals training covers various angles of organization development inc...
Training Course
Finance

Celebrating Your Success Workshop

Mansfield Building Society

This module formally closes the programme and celebrates the overall learning process; providing an...
Workshop

CPD Finance Online & eLearning

Finance
Featured

Sage Business Cloud Accounting E-learning Programm...

Sage UK

This online course will enable you to gain certification on Sage Business Cloud Accounting. It will...
Online Course
Finance
Featured

MBA Essentials

LSE Online

This course provides an intensive introduction to the core aspects of business management. It is des...
Online Course
Finance

Cyber Security for Recruitment Professionals

How To Data Ltd t/a Recruiter Ready

Cyber Security for Recruitment Professionals is a Cyber Security course tailored for busy Recruitmen...
Online Course
Finance

Create Your Own Training Course

GoSkills Ltd

A great online training course is a transformative tool that provides a repeatable and consistent ex...
Online Course
Finance

An Executive Introduction to Managing Cyber Risk

Richard Knowlton Associates

An online; self-paced learning programme of 3 hours per week over seven weeks. The course provides n...
Online Course
Finance

Blood; Sweat & Balance Sheets: Battling Talent Cru...

FloQast

With 30+ years of experience in senior accounting and finance roles: On Solve CFO Bruce Duner has se...
Online Course
Finance

Blood; Sweat & Balance Sheets: Building the Perfec...

FloQast

In this episode of Blood: Sweat & Balance Sheets: Mike chats with FloQast’s reigning Controller of t...
Online Course
Finance

Blood; Sweat & Balance Sheets - Accountant(s)-Turn...

FloQast

In this episode of Blood: Sweat & Balance Sheets: we delve into the journeys of George Azih: founder...
Online Course
Finance

Blood; Sweat & Balance Sheets - From Audit Associa...

FloQast

In this episode of "Blood: Sweat & Balance Sheets:" host FloQast Co-founder and CEO Mike Whitmire ch...
Online Course
Finance

A Forensic Accounting Look Into True Financial Cri...

FloQast

Pope: author of Fool Me Once: Scams: Stories: and Secrets from the Trillion-Dollar Fraud Industry: a...
Online Course
Finance

FinTech Flo Podcast: Ep. 14 - What To Love About A...

FloQast

We asked the accounting subreddit: and they responded with the things they LOVE about working in acc...
Online Course
Finance

FinTech Flo Podcast: Ep. 15 - The Wild West of Acc...

FloQast

The accounting world is looking a bit like the wild west on this episode of the FinTech Flo. We tack...
Online Course
Finance

The Economist Data Storytelling and Visualisation

The Economist

Data Storytelling and Visualisation; an online course from Economist Education; will bolster your co...
Online Course
Finance

LinkedIn for Business

Videotile Learning

This course shows how to join LinkedIn as an individual; a company or an organisation - and the esse...
Online Course
Finance

Microsoft Forms

GoSkills Ltd

Microsoft Forms. Transform your approach to data collection with this comprehensive course on Micros...
Online Course
Finance

ESG in Alternatives

PRI Academy

ESG in Alternative Investments focuses on ESG applications in private markets. The course teaches in...
Online Course
Finance

Social Media Marketing

Videotile Learning

This online course examines the main social media platforms and their use as marketing tools. In par...
Online Course
Finance

Hand Arm Vibration Syndrome

Videotile Learning

This course will cover exactly what Hand Arm Vibration Syndrome is - providing a detailed descriptio...
Online Course
Finance

Fintech Compliance Self-Starter including FinTech...

Competitive Compliance

Online Program followed by the Certification specifically designed to help FinTech Startups founders...
Online Course
Finance

Introduction to generative AI

Deloitte - FinLearn

An introduction to generative AI: covering what it is: how it differs from ‘traditional’ AI and how...
Online Course

CPD Finance Events

Finance
This Week

Managed Futures Strategy – Overview; Benefits; D...

Fitch Learning

The talk will focus on the following aspects of the managed futures hedge fund strategy among others...
Mumbai,
30 Nov 2023
Finance
This Week

AML & FinCrime Tech Forum 2023

FinTech Global

In-person event for compliance and risk professionals to discover the latest strategies in fraud and...
London ,
05 Dec 2023
Finance
This Week

Financial Crime Fraud - Deep Dive

1LoD

As fraudsters become increasingly sophisticated; how can banks adapt their detection and mitigation...
05 Dec 2023
Finance
This Week

Managing intraday liquidity risk for the buy-side

Unlock insights into intraday liquidity risks and operational strategies tailored for the buy-side s...
05 Dec 2023
Finance
This Week

Blockchain and Bitcoin: A Mathematical Introductio...

Fitch Learning

Dive into the dynamic world of blockchain technology and bitcoin in this presentation; "Blockchain a...
05 Dec 2023
Finance

Counter Fraud Conference 2024

Partnership Media Group Ltd

This public sector counter fraud event; brings together Central Government; Local Authorities and NH...
London,
22 Feb 2024

CPD Finance Articles

Get industry-related content straight to your inbox

By signing up to our site you are agreeing to our privacy policy