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CPD Essentials User Guide A practical introduction to CPD Essentials www.cii.co.uk 2 Contents 3 Glossary and terminology The Chartered Insurance Institute (CII) Professionalism in practice 4 home
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How to fill out cii cpd essentials form

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How to fill out CII CPD essentials:

01
First, log in to your CII member account using your username and password. If you don't have an account, create one by following the registration process.
02
Once logged in, navigate to the "My CPD" section on the CII website.
03
Click on the "CPD Portal" or "CPD Manager" option, depending on the terminology used on the website.
04
In the CPD portal, you will find a form for recording your CPD activities. Click on the "Add CPD" or "Record CPD" button to begin filling out the form.
05
Start by selecting the relevant CPD activity type from the provided options. This could include activities such as attending a webinar, reading a relevant book, participating in a seminar, or completing an online course.
06
Enter the date on which the CPD activity took place. Make sure to select the correct date from the calendar tool provided.
07
Provide a title or brief description of the CPD activity. This will help you remember the specific activity in the future.
08
Enter the number of hours or points earned for the CPD activity. Ensure that the number entered aligns with the CII's guidelines and requirements.
09
If applicable, provide any supporting evidence or documentation to verify your completion of the CPD activity. This could include certificates, transcripts, or attendance records. Make sure to follow the instructions provided on how to upload or attach these files.
10
Review all the entered information and make any necessary changes or edits.
11
Click on the "Save" or "Submit" button to record the CPD activity in your account.
12
Repeat the process for each additional CPD activity you wish to record.
13
Regularly review your CPD records to track your progress and ensure compliance with the CII's CPD requirements.

Who needs CII CPD essentials:

01
Individuals working in the insurance and financial services industry who hold a CII membership may need to complete CII CPD essentials. This could include insurance brokers, financial advisors, insurance underwriters, claims professionals, and others within the industry.
02
Professionals who are seeking to maintain their professional development and stay updated with industry best practices can benefit from CII CPD essentials.
03
Employees or individuals in roles that require them to meet CPD requirements set by regulatory bodies or professional organizations may also need to engage with CII CPD essentials. This includes individuals who are subject to the CII's Continuing Professional Development requirements.
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CII CPD Essentials is an online tool for recording and managing your continuing professional development (CPD) activities.
All professionals who are members of the Chartered Insurance Institute (CII) are required to file CII CPD Essentials.
You can fill out CII CPD Essentials by logging into your account on the CII website and entering the details of your CPD activities.
The purpose of CII CPD Essentials is to help professionals track and manage their CPD activities to ensure they are meeting the CII's requirements for continued professional development.
You must report details of the CPD activities you have completed, including the date, format, and learning outcomes.
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