Claim /Amend CPD Activity
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Step 2: Current Members can "upload supporting documentation" such as attendance certificates, email trails, pdfs, photographs, word or excel documents. We do recommend you include some evidence of the activity you carried out in case this is required in an audit.

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  • CPD File evidence (file size must be less than 20MB)
  • The maximum file size is 18mb.
  • File names with more than 100 characters, including spaces will not upload.
  • Once loaded you are unable to reopen the file from here. Please see page 7 regarding retrieval of your evidence files.

Step 3: Ensure your CPD is relevant to the role of a retail investment adviser please tick one or more of the examination standards which relate to the CPD you've done.


CPD Logged activities

List of your logged CPD activities. Click on one row to VIEW it or on the Edit icon next to each to UPDATE it.

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Progress summary