CPD - Continuing Professional Development

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Continuing professional development (CPD) helps you maintain and increase the knowledge and competence you gain from both formal study and professional experience.

Keeping your qualifications and knowledge up to date enables you to meet and exceed customer and regulatory requirements.

Our CPD schemes can help you to meet your CPD requirements under the Central Bank’s Minimum Competency Code, and can help you to develop your career.

We are happy to review your event to see if we can award it CPD hours. You may be asked to supply a copy of the course material e.g. slides, course outline, syllabus, agenda.

If you have attended one of our events or webinars and it is relevant to you, the hours will be automatically applied to your log about 10 working days after the event.

View accreditation form (this is for events that have not been submitted previously)

View re-accreditation form (this is for events accredited in the past and that have not changed)

We will review your event in line with the criteria for CPD accreditation and revert within 15 working days.

This may take longer during December and January.

For the minimum and maximum number of CPD hours that will be accredited for any single event/activity/topic please refer to your scheme Guidelines and Regulations for CPD criteria. Criteria applies for electronically delivered courses.

View criteria in relation to electronically delivered courses

We may disclose information about events to our trusted education partners and/or their representatives e.g. LIA, Insurance Institute, ACOI etc. for joint accreditation or relevancy of event purposes.

If an event has already been approved for CPD hours by LIA or the Insurance Institute (II) please email [email protected] with the LIA/II confirmation of accreditation letter and we will revert with our reference number.

Hours must be completed by 31 December each year.

Annual return must be returned by 31 January each year.

Please check your online CPD log for your CPD requirement. The below is only a summary of the annual requirement and does not include any pro rata or shortfall applied.

QFA/APA/ Grandfathered

  • 15 hours in total

  • 1 hour relevant to each category accredited in

  • 1 hour relevant to ethics


Professional and Chartered Bankers / Certified Bank Director

  • 6 hours in total

  • 3 hours relevant to Specialist Content (not applicable to CBDs)

  • 1 hour relevant to ethics


MCI CPD Scheme

  • 6 hours in total

  • 1 hour relevant to ethics


Accredited Funds Professional

  • 10 hours in total

  • 5 hours relevant to Specialist Content

  • 1 hour relevant to ethics


LCOI and FCOI (Compliance)

  • 15 hours in total

  • 1 hour relevant to ethics


FCOI (Ethics)/ CFCPP/ CDPO

  • 5 hours in total

  • 1 hour relevant to ethics


Personal Insolvency Practitioners

  • 10 hours in total

  • 3 hours relevant to ISI events / ISI online modules

  • 1 hour relevant to ethics

Where can I find the CPD annual update manual?

When you click on your designation(s) in My Institute, the manual can be found under CPD Downloads.

It is published late August each year.


How do I apply for an adjustment in my CPD hours?

If you are out of work on long term sick leave (2 months or more) or on statutory leave (e.g. maternity leave) you can apply for a reduction in your CPD hours.

Complete the CPD hours adjustment form which you can download from CPD Downloads in the CPD section of My Institute.

Hours are not reduced for career breaks.

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How many hours do I need to complete by 31 December?

To see what your requirement is, log into My Institute and click on your designation(s). Under My Hours for that designation you can see your required and remaining hours. You can see the breakdown of hours recorded by clicking the + button.

The minimum yearly requirement for: • QFAs, APAs, Grandfathers, Registered Stockbrokers, LCOIs and FCOI (Compliance) is 15 hours. • Professional Bankers, Chartered Bankers, Certified Bank Directors and MCI is 6 hours. • CFCPP, CDPO and FCOI (Ethics) is 5 hours. • Personal Insolvency Practitioners is 10 hours.

QFAs, APAs, Grandfathers and Registered Stockbrokers must complete at least 1 hour relevant to each category that they are accredited in and at least 1 hour relevant to ethics.

Professional Bankers and Chartered Bankers must complete at least 3 hours relevant to PB specialist content and CB specialist content respectively, as well as at least 1 hour relevant to ethics.

LCOI, CFCPP, CDPO, FCOIs, Certified Bank Directors and MCIs must complete at least 1 hour relevant to ethics.

Personal Insolvency Practitioners must complete at least 3 ISI Events/ ISI online courses and 1 in ethics.

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How do I access my eCPD modules?

When you click on your designation(s) in My Institute you will see the eCPD modules that are relevant to you under My eCPD.

Click on the relevant eCPD card and this will launch your eCPD module.

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How do I get a course accredited for CPD hours?

If you want to have an external event/course accredited for CPD hours you will need to submit the online CPD Accreditation Request form. Accreditation requests can take up to 15 working days to review. During December and January this can take longer. For further instruction please see the accreditation tab. We would advise you to first check with your company intranet/training department as the events might have already been submitted for CPD hours. Events must be re-accredited each year.more >

I have submitted the designation application form. When will this be processed?

Applications for designations will be processed within 10 working days of receipt. Once it is processed you will receive a welcome letter in the correspondence section of My Institute.


What does the designation/CPD fee cover?

The designation fee covers the services and supports provided to members of a CPD scheme. Some of the resources include:

• Online CPD record - to record, track and manage CPD hours and events • Access to free online CPD modules via eCPD in My Institute • CPD annual update manual (counts for up to four CPD hours for certain schemes) • Seminars and webinars on topical subjects • Accreditation of in-company and external events for CPD hours • Management of annual CPD return, audit and other related services • Communications such as hours and annual return reminders.

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CPD Audit: I have been selected for audit what do I do?

  • If you have recorded external events on your CPD log, you must email the signed audit form or provide email confirmation from your employer to [email protected] by the closing date noted on the audit form.

  • If you completed all IOB events and/or IOB eCPD modules and you are Immediately Compliant, you do not need to do anything. You can find your audit outcome in the Correspondence Section in My Institute.

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CPD Audit: Can I post my audit letter and/or supporting documents to IOB?

Unfortunately, we cannot accept post at this time. Please email your audit documents to our dedicated email address for audits at [email protected]


CPD Audit: Do I need to send in supporting documentation if form signed by employer?

If the form is signed or an email confirmation is provided by your employer, there is no need to send supporting documents.


CPD Audit: Do you accept a typed manager signature on the audit form?

We cannot accept typed manager signatures on the audit form. We recommend you forward the audit form to your manager / employer by email and they can email your confirmation to us at [email protected] on your behalf. If your manager / employer is unable to do this, please contact us at [email protected]


CPD Audit: I am self-employed can I sign the form?

You cannot self-certify the audit. It must be signed by another person who can confirm your attendance at the events. i.e. HR personnel, another Director or Secretary or PA. or you must provide the supporting documents for each event listed on the audit form.


CPD Audit: I am on maternity leave / sick leave do I still need to return the audit?

We recommend you forward the audit form to your manager / employer by email and they can email your confirmation to us at [email protected] on your behalf. If your manager / employer is unable to do this, please contact us at [email protected]


CPD Audit: I left my employer and have no supporting documentation

  • If you do not have access to your confirmations, we can accept an email from your current/previous manager or HR department to confirm your attendance at the events listed on your audit form. The email should be sent to [email protected] Please contact them and let them know you are being audited and request a copy of your confirmation/attendance at the events.

  • If you cannot provide evidence of attendance the events, they cannot be counted and will be removed from your record. You may then incur a shortfall and should refer to the CPD Guidelines at iob.ie/cpdrules for the rules around shortfall. We would advise that you send in the supporting documentation for the rest of the events you attended and note on your email to us, to exclude the events with no attendance/completion record.

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CPD Audit: I do not have supporting documents for the event(s) what do I do?

  • If you do not have access to your confirmations, we can accept an email from your current/previous manager or HR department to confirm your attendance at the events listed on your audit form. The email should be sent to [email protected] Please contact them and let them know you are being audited and request a copy of your confirmation/attendance at the events.

  • If you cannot provide evidence of attendance the events, they cannot be counted and will be removed from your record. You may then incur a shortfall and should refer to the CPD Guidelines at iob.ie/cpdrules for the rules around shortfall. We would advise that you send in the supporting documentation for the rest of the events you attended and note on your email to us, to exclude the events with no attendance/completion record.

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CPD Audit: I have been selected for an audit for a couple of years, why has this happened?

A percentage of members are selected for CPD audit each year at random by a computer-generated programme. All members who made a return for the year being audited are eligible for selection regardless of whether they have been selected in previous years. Therefore, there is a probability of members being selected two years in a row, three years in a row and so on.


CPD Audit: How long does the audit take?

  • Due to the number of audits received, it will take time to check and verify the information members declared as part of their CPD Annual Return.

  • When your audit has been reviewed you will receive an Audit Outcome Letter in the Correspondence Section in My Institute.

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CPD Audit: I have not received my outcome yet

  • Due to the number of audits received, it will take time to check and verify the information members declared as part of their CPD Annual Return.

  • When your audit has been reviewed you will receive an Audit Outcome Letter in the Correspondence Section in My Institute.

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